We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
776
WealthTrust Asset Management
Florida
$3.38M -$26.4K -356 -0.8%
SC
777
Sepio Capital
Utah
$3.36M +$217K +2,916 +7%
SCA
778
Snowden Capital Advisors
New York
$3.36M +$873K +11,752 +34%
PIA
779
Perennial Investment Advisors
California
$3.36M +$212K +2,856 +7%
OL
780
Optas LLC
Texas
$3.35M -$32.7K -440 -0.9%
BTWM
781
Baker Tilly Wealth Management
Wisconsin
$3.34M +$31.2K +420 +0.9%
EW
782
Evoke Wealth
California
$3.33M -$82K -1,104 -2%
SFWC
783
Strategic Family Wealth Counselors
New Jersey
$3.33M +$23.8K +320 +0.7%
BOM
784
Bank of Marin
California
$3.33M
DF
785
Downshift Financial
Colorado
$3.33M +$10.4M +139,448 +389%
CIC
786
Chilton Investment Company
Connecticut
$3.33M +$3.22M +43,304 +1,434%
CAM
787
Columbia Asset Management
Michigan
$3.32M +$210K +2,828 +7%
QCG
788
Quadrant Capital Group
Ohio
$3.32M -$37.1K -500 -1%
LOWM
789
Laurel Oak Wealth Management
New Jersey
$3.31M -$219K -2,952 -6%
MA
790
MCF Advisors
Kentucky
$3.3M +$8.92K +120 +0.3%
MFA
791
Mayflower Financial Advisors
Massachusetts
$3.28M -$41.9K -564 -1%
PTC
792
Philadelphia Trust Company
Pennsylvania
$3.26M
AF
793
Affiance Financial
Minnesota
$3.26M +$445K +5,984 +15%
AWA
794
Adapt Wealth Advisors
Georgia
$3.26M -$191K -2,564 -5%
TFS
795
Thoroughbred Financial Services
Tennessee
$3.24M +$73.4K +988 +2%
PIAS
796
PCA Investment Advisory Services
Ohio
$3.24M +$71.3K +960 +2%
ML
797
Mayport LLC
Massachusetts
$3.24M +$1.12M +15,040 +50%
MFG
798
Magnus Financial Group
New York
$3.22M -$63K -848 -2%
VA
799
VestGen Advisors
Illinois
$3.21M +$9.74M +131,044 +371%
WA
800
Wealth Alliance
New York
$3.21M -$320K -4,308 -9%