We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBCM
776
Raub Brock Capital Management
California
$320K -$186K -4,328 -38%
CWM
777
Chronos Wealth Management
Florida
$320K +$308K +7,176 New
SBH
778
Segall Bryant & Hamill
Illinois
$318K -$18.2K -424 -6%
PG
779
Proffitt & Goodson
Tennessee
$318K
MC
780
Mathes Company
New York
$315K
BC
781
Burney Company
Virginia
$314K -$33.3K -776 -10%
CAL
782
Capital Advisors Ltd
Ohio
$313K
GHAM
783
Gilman Hill Asset Management
Connecticut
$313K
SCA
784
Stokes Capital Advisors
South Carolina
$313K
IA
785
IFG Advisory
Georgia
$312K +$20.1K +468 +7%
GD
786
Grandfield & Dodd
New York
$309K +$3.44K +80 +1%
MPPLM
787
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$309K +$991K +23,076 +463%
PSF
788
Pacific Sun Financial
California
$307K +$515 +12 +0.2%
GIA
789
GHP Investment Advisors
Colorado
$307K +$296K +6,884 New
MWM
790
MBE Wealth Management
Wisconsin
$303K +$292K +6,804 New
BFO
791
Biltmore Family Office
North Carolina
$299K
FF
792
Friedenthal Financial
New Jersey
$299K +$288K +6,708 New
BFA
793
Beacon Financial Advisory
Ohio
$298K +$288K +6,704 New
ACM
794
Ategra Capital Management
Virginia
$297K -$17K -396 -6%
PWW
795
Pettyjohn Wood & White
Virginia
$296K -$16.3K -380 -5%
PCS
796
Personal CFO Solutions
New Jersey
$295K -$17.2K -400 -6%
RVPG
797
Relative Value Partners Group
$293K -$5.15K -120 -2%
SAM
798
Strategy Asset Managers
California
$290K +$279K +6,504 New
NGA
799
Naples Global Advisors
Florida
$289K -$105K -2,444 -27%
PA
800
Parkside Advisors
California
$289K -$33.8K -788 -11%