We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
676
YorkBridge Wealth Partners
New York
$96K +$13.6K +360 +17%
BWM
677
Baystate Wealth Management
Massachusetts
$95K -$1.06K -28 -1%
TCOV
678
Trust Company of Vermont
Vermont
$91K – – –
FPS
679
Fieldpoint Private Securities
Connecticut
$85K -$615K -16,280 -88%
HDIM
680
Hanson & Doremus Investment Management
Vermont
$85K +$82.6K +2,188 New
GSC
681
G&S Capital
Colorado
$83K +$81.1K +2,148 New
JCM
682
Jacobi Capital Management
Pennsylvania
$79K +$5.59K +148 +8%
RCA
683
Rowland Carmichael Advisors
Arizona
$76K – – –
SMG
684
Spectrum Management Group
Indiana
$74K – – –
PS
685
Portfolio Solutions
Michigan
$73K – – –
CAC
686
Certified Advisory Corp
Florida
$67K +$66.3K +1,756 New
LF
687
Lee Financial
Texas
$62K – – –
BWA
688
Burt Wealth Advisors
Maryland
$59K -$755 -20 -1%
RWM
689
Raffa Wealth Management
District of Columbia
$57.3K +$302 +8 +0.5%
ADL
690
Asset Dedication LLC
California
$57K +$906 +24 +2%
BC
691
Barnett & Company
Tennessee
$54K – – –
AIS
692
AlphaOne Investment Services
Pennsylvania
$53K +$24.8K +656 +93%
CAL
693
Capital Analysts LLC
Pennsylvania
$51K -$105K -2,792 -68%
CFA
694
Carroll Financial Associates
North Carolina
$51K -$19.8K -524 -28%
TL
695
TrueWealth LLC
Georgia
$51K +$50.1K +1,328 New
AF
696
Allworth Financial
California
$49K +$6.04K +160 +14%
OSNBOA
697
Old Second National Bank of Aurora
Illinois
$48K -$2.11K -56 -4%
FFC
698
First Financial Corp
Indiana
$48K +$31.3K +828 +195%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$30.2K +800 +200%
AIS
700
Accurate Investment Solutions
Pennsylvania
$45K +$151 +4 +0.3%
26 27
28
29 30