We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
676
Heritage Wealth Advisors
Virginia
$392K +$35K +844 +8%
BB
677
Busey Bank
Illinois
$391K
BIM
678
Baldwin Investment Management
Pennsylvania
$390K -$65.6K -1,584 -12%
FT
679
Fiduciary Trust
Massachusetts
$388K +$54.3K +1,312 +13%
SFM
680
Signet Financial Management
New Jersey
$387K -$46.5K -1,124 -10%
VFA
681
Valeo Financial Advisors
Indiana
$385K +$122K +2,956 +38%
SFWC
682
Strategic Family Wealth Counselors
New Jersey
$383K -$615K -14,844 -56%
CBN
683
Cadence Bank NA
Texas
$383K
NCM
684
Northwest Capital Management
Oregon
$381K -$81.5K -1,968 -15%
HGWM
685
Horst & Graben Wealth Management
Oregon
$381K +$480K +11,580 New
OC
686
Oakworth Capital
Alabama
$375K
Bank of Montreal
687
Bank of Montreal
Ontario, Canada
$374K -$298K -7,196 -38%
AMCA
688
Arthur M. Cohen & Associates
Illinois
$365K +$1.32K +32 +0.3%
WKWM
689
Walter & Keenan Wealth Management
Indiana
$365K +$483K +11,668 New
SC
690
Savant Capital
Illinois
$364K +$458K +11,056 New
LDB
691
Lee, Danner & Bass
Tennessee
$363K
MIG
692
McGuire Investment Group
Rhode Island
$360K -$2.44M -58,948 -84%
FFBTD
693
First Financial Bank - Trust Division
Ohio
$359K -$84.5K -2,040 -16%
PL
694
Plancorp LLC
Missouri
$358K +$23.7K +572 +6%
LBC
695
Lowe Brockenbrough & Co
Virginia
$357K +$449K +10,836 New
ACM
696
Anfield Capital Management
California
$356K -$313K -7,556 -41%
NA
697
Nottingham Advisors
New York
$354K +$199K +4,816 +81%
TAM
698
Townsend Asset Management
North Carolina
$352K +$56.5K +1,364 +15%
SC
699
Slow Capital
California
$349K +$439K +10,596 New
LC
700
Lindbrook Capital
California
$347K