We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Aevitas Wealth Management
Massachusetts
$42K +$41.4K +1,096 New
LFA
702
Legacy Financial Advisors
Kentucky
$41K +$40.9K +1,084 New
WIM
703
Westside Investment Management
California
$36.6K +$24.6K +652 +240%
TIM
704
Tortoise Investment Management
New York
$36K
BTIS
705
BB&T Investment Services
North Carolina
$34K
GWS
706
Glassman Wealth Services
Virginia
$32K
PRS
707
Pinkerton Retirement Specialists
Idaho
$31K
TRCT
708
Tower Research Capital (TRC)
New York
$31K
WTB
709
Washington Trust Bank
Washington
$30K -$21.3K -564 -42%
MSA
710
Marino Stram & Associates
Massachusetts
$27K +$26.4K +700 New
JWA
711
JFS Wealth Advisors
Pennsylvania
$26K
BDWM
712
Brewin Dolphin Wealth Management
Ireland
$24K +$23.4K +620 New
IP
713
Intellectus Partners
California
$23K -$4.98K -132 -18%
CAL
714
Capital Advisors Ltd
Ohio
$23K
FIB
715
First Interstate Bank
Montana
$23K
PA
716
Perennial Advisors
New York
$23K
1832 Asset Management
717
1832 Asset Management
Ontario, Canada
$23K +$22.6K +600 New
BCM
718
Blume Capital Management
California
$21K +$151 +4 +0.7%
IWP
719
Icon Wealth Partners
Texas
$21K +$20.4K +540 New
AA
720
AlphaMark Advisors
Kentucky
$20K
SAM
721
Shamrock Asset Management
Texas
$20K
SC
722
Slow Capital
California
$20K +$19.8K +524 New
CG
723
Cutler Group
California
$18K -$42.1K -1,116 -70%
FPFS
724
First Personal Financial Services
North Carolina
$17K
IP
725
Isthmus Partners
Wisconsin
$17K +$16.3K +432 New