We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
801
Williams Jones Wealth Management
New York
$1.24M +$4.26K +68 +0.4%
AWS
802
AJ Wealth Strategies
New York
$1.23M
HT
803
HighTower Trust
Texas
$1.23M +$1.21M +19,300 New
CGL
804
Clarius Group LLC
Washington
$1.23M +$281K +4,480 +30%
GLA
805
Good Life Advisors
Pennsylvania
$1.23M -$142K -2,264 -11%
SSWM
806
Smith Salley Wealth Management
North Carolina
$1.22M +$90.3K +1,440 +8%
RA
807
RFG Advisory
Alabama
$1.22M +$159K +2,536 +15%
MJRIC
808
Mogy Joel R Investment Counsel
California
$1.21M
KWM
809
Kingsview Wealth Management
Oregon
$1.21M +$20.1K +320 +2%
CT
810
Cambridge Trust
Massachusetts
$1.2M +$46.1K +736 +4%
GWAM
811
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.19M +$28.6K +456 +3%
First Manhattan
812
First Manhattan
New York
$1.19M +$228K +3,636 +24%
CTB
813
Country Trust Bank
Illinois
$1.18M +$1.05M +16,692 +884%
GLA
814
Great Lakes Advisors
Illinois
$1.18M +$62.9K +1,004 +6%
HA
815
Herold Advisors
New York
$1.17M -$21.6K -344 -2%
MPCG
816
Matrix Private Capital Group
New York
$1.17M +$204K +3,260 +22%
HPC
817
HM Payson & Co
Maine
$1.16M
SFG
818
StrategIQ Financial Group
Indiana
$1.16M +$531K +8,476 +87%
CIA
819
Compass Ion Advisors
Pennsylvania
$1.16M -$21.6K -344 -2%
SWM
820
SigFig Wealth Management
California
$1.15M +$45.6K +728 +4%
SEP
821
Southland Equity Partners
Missouri
$1.14M +$92.3K +1,472 +9%
FBFS
822
First Business Financial Services
Wisconsin
$1.13M +$372K +5,928 +50%
LGA
823
Lebenthal Global Advisors
New York
$1.12M +$1.11M +17,632 New
ZF
824
Zhang Financial
Michigan
$1.12M -$67.2K -1,072 -6%
DI
825
Disciplined Investments
Oklahoma
$1.12M -$18.6K -296 -2%