We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
726
Orion Portfolio Solutions
Nebraska
$415K +$400K +9,316 New
FMW
727
Farr Miller & Washington
District of Columbia
$413K -$2.58K -60 -0.6%
DWT
728
Dorsey & Whitney Trust
South Dakota
$411K -$12.9K -300 -3%
CCT
729
Capital City Trust
Florida
$408K – – –
OFG
730
Omega Financial Group
California
$405K +$2.06K +48 +0.5%
WA1
731
Wimmer Associates 1
California
$398K -$12.9K -300 -3%
MSS
732
Mitchell Sinkler & Starr
Pennsylvania
$397K – – –
GWM
733
Greenwich Wealth Management
Connecticut
$397K +$1.03K +24 +0.3%
TCOV
734
Trust Company of Vermont
Vermont
$391K +$47.4K +1,104 +14%
RWM
735
Raffa Wealth Management
District of Columbia
$389K +$859 +20 +0.2%
NFG
736
NewFocus Financial Group
Washington
$388K -$7.56K -176 -2%
FC
737
Financial Consulate
Maryland
$384K -$56.2K -1,308 -13%
NEGWA
738
New England Guild Wealth Advisors
Connecticut
$383K +$43.6K +1,016 +13%
BCM
739
Bienville Capital Management
New York
$380K – – –
TIA
740
Traphagen Investment Advisors
New Jersey
$380K – – –
BIM
741
Bridgecreek Investment Management
Oklahoma
$377K -$11.3K -264 -3%
ADL
742
Asset Dedication LLC
California
$376K +$4.64K +108 +1%
MWM
743
Mission Wealth Management
California
$375K +$687 +16 +0.2%
1WA
744
180 Wealth Advisors
Washington
$375K +$8.59K +200 +2%
LFA
745
Landmark Financial Advisors
Kentucky
$374K +$6.01K +140 +2%
SAM
746
Summit Asset Management
Tennessee
$373K – – –
RBC
747
Roble Belko & Company
Pennsylvania
$373K +$2.06K +48 +0.6%
IWMA
748
Ironwood Wealth Management (Arizona)
Arizona
$372K – – –
PPW
749
Parcion Private Wealth
Washington
$372K +$359K +8,352 New
BWCS
750
Beirne Wealth Consulting Services
Connecticut
$369K -$46.2K -1,076 -11%
28 29
30
31 32