We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
701
Private Capital Group
Connecticut
$1.5M -$5.63M -104,160 -77%
SIA
702
Soltis Investment Advisors
Utah
$1.49M +$137K +2,540 +9%
FLPIM
703
F.L. Putnam Investment Management
Massachusetts
$1.49M +$26.6K +492 +2%
CCB
704
Country Club Bank
Missouri
$1.49M +$22.7K +420 +1%
SAM
705
Secure Asset Management
Michigan
$1.48M -$149K -2,752 -8%
FA
706
Flagstar Advisors
New York
$1.48M +$70.5K +1,304 +5%
ACIM
707
Azimuth Capital Investment Management
Michigan
$1.48M +$1.62M +30,020 New
VC
708
Vicus Capital
Pennsylvania
$1.48M +$1.62M +29,972 New
ESB
709
Essex Savings Bank
Connecticut
$1.47M +$86.9K +1,608 +6%
BCA
710
Bay Colony Advisors
Massachusetts
$1.47M +$1.2M +22,220 +440%
AL
711
ACAS LLC
California
$1.45M +$47.1K +872 +3%
PTC
712
Private Trust Company
Ohio
$1.44M -$196K -3,628 -11%
WPW
713
Waldron Private Wealth
Pennsylvania
$1.44M +$21.6K +400 +1%
SFG
714
Sovereign Financial Group
Connecticut
$1.43M -$48.2K -892 -3%
LS
715
Leelyn Smith
Illinois
$1.43M
HCMT
716
Highland Capital Management (Tennessee)
Tennessee
$1.42M +$21.6K +400 +1%
CL
717
Choreo LLC
Illinois
$1.41M -$332K -6,144 -18%
Neuberger Berman Group
718
Neuberger Berman Group
New York
$1.41M
FA
719
Fermata Advisors
California
$1.4M +$258K +4,780 +20%
PCIA
720
Prime Capital Investment Advisors
Kansas
$1.39M +$428K +7,928 +39%
5L
721
55I LLC
Massachusetts
$1.39M +$215K +3,976 +16%
RDIA
722
RE Dickinson Investment Advisors
Iowa
$1.38M +$140K +2,592 +10%
PD
723
Planning Directions
Pennsylvania
$1.38M -$7.56K -140 -0.5%
SF
724
Safeguard Financial
Wisconsin
$1.36M -$73.3K -1,356 -5%
PWM
725
Perigon Wealth Management
California
$1.36M +$54.9K +1,016 +4%