We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
MidWestOne Financial Group
Iowa
$3.25M – – –
BOM
727
Bank of Marin
California
$3.24M +$3.04M +46,380 New
WP
728
Wealthspan Partners
Iowa
$3.24M +$80.9K +1,232 +3%
IC
729
IEQ Capital
California
$3.24M -$212K -3,232 -7%
KWA
730
Kingswood Wealth Advisors
California
$3.24M +$277K +4,216 +10%
SC
731
Sepio Capital
Utah
$3.22M -$9.27M -141,288 -75%
CSB
732
City State Bank
Iowa
$3.2M -$85.3K -1,300 -3%
NAS
733
NWF Advisory Services
California
$3.2M +$84.8K +1,292 +3%
DWAM
734
Duncan Williams Asset Management
Tennessee
$3.19M +$53K +808 +2%
GWM
735
GoalFusion Wealth Management
Texas
$3.19M +$22.8K +348 +0.8%
OCM
736
Objective Capital Management
Ohio
$3.17M +$26.3K +400 +0.9%
GAM
737
GEM Asset Management
Michigan
$3.17M -$75.4K -1,148 -2%
MWM
738
Meridian Wealth Management
Kentucky
$3.16M +$66.2K +1,008 +2%
HCP
739
Hexagon Capital Partners
Arkansas
$3.16M – – –
BI
740
Beckerman Institutional
New Jersey
$3.15M +$255K +3,884 +9%
SWA
741
SOA Wealth Advisors
New York
$3.15M -$206K -3,132 -7%
FFN
742
Focus Financial Network
Minnesota
$3.14M +$315K +4,796 +12%
RI
743
Ridgewood Investments
New Jersey
$3.13M +$222K +3,384 +8%
VBFP
744
Valtinson Bruner Financial Planning
Minnesota
$3.13M +$138K +2,104 +5%
FPW
745
Flywheel Private Wealth
California
$3.12M -$83.5K -1,272 -3%
SFG
746
Seamount Financial Group
Colorado
$3.1M +$220K +3,348 +8%
RWP
747
Revolve Wealth Partners
New Jersey
$3.07M +$55.9K +852 +2%
BA
748
BCM Advisors
Louisiana
$3.06M +$154K +2,344 +6%
RCIM
749
Red Cedar Investment Management
Michigan
$3.06M +$2.88M +43,800 New
EWA
750
Encompass Wealth Advisors
Oregon
$3.06M +$119K +1,820 +4%
28 29
30
31 32