We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
776
Wedbush Securities
California
$2.34M -$2.8M -44,656 -56%
WFA
777
West Financial Advisors
Iowa
$2.31M +$235K +3,740 +12%
EW
778
Evoke Wealth
California
$2.31M +$2.19M +34,952 New
IFG
779
Independent Financial Group
California
$2.3M -$20.8K -332 -0.9%
BI
780
Beckerman Institutional
New Jersey
$2.3M +$2.19M +34,896 New
TFA
781
Trinity Financial Advisors
Ohio
$2.3M +$2.09M +33,216 +238%
MWM
782
Maltin Wealth Management
New Jersey
$2.3M +$160K +2,548 +8%
Vanguard Personalized Indexing Management
783
Vanguard Personalized Indexing Management
California
$2.3M
DWM
784
Defined Wealth Management
Oregon
$2.28M +$9.29K +148 +0.4%
SFPM
785
Sensible Financial Planning & Management
Massachusetts
$2.28M +$2.17M +34,520 New
NCFG
786
New Century Financial Group
New Jersey
$2.27M +$750K +11,944 +53%
BlackRock
787
BlackRock
New York
$2.25M +$87.9K +1,400 +4%
DIA
788
Dana Investment Advisors
Wisconsin
$2.25M -$17.1K -272 -0.8%
BWM
789
Boyd Wealth Management
California
$2.24M
MFWP
790
Mosaic Family Wealth Partners
Missouri
$2.24M +$21.1K +336 +1%
GLLW
791
Graves Light Lenhart Wealth
Virginia
$2.24M
CAC
792
Certified Advisory Corp
Florida
$2.23M +$72.8K +1,160 +4%
FLPIM
793
F.L. Putnam Investment Management
Massachusetts
$2.2M +$18.6K +296 +0.9%
HWA
794
Heritage Wealth Advisors
Virginia
$2.2M +$225K +3,580 +12%
AWA
795
Arete Wealth Advisors
Illinois
$2.2M +$797K +12,688 +61%
BBHC
796
Brown Brothers Harriman & Co
New York
$2.18M +$1.65M +26,340 +388%
RDIA
797
RE Dickinson Investment Advisors
Iowa
$2.17M +$67.1K +1,068 +3%
CC
798
Callan Capital
California
$2.17M +$123K +1,964 +6%
ESB
799
Essex Savings Bank
Connecticut
$2.17M -$7.03K -112 -0.3%
PG
800
Patten Group
Tennessee
$2.16M -$42.9K -684 -2%