We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Cambridge Trust
Massachusetts
$1M +$399K +7,640 +56%
SOS
802
Silver Oak Securities
Tennessee
$993K +$213K +4,080 +27%
SFG
803
StrategIQ Financial Group
Indiana
$991K -$158K -3,032 -13%
SIC
804
Sigma Investment Counselors
Michigan
$989K +$28K +536 +3%
HWA
805
Heritage Wealth Advisors
Virginia
$984K +$209 +4 +0%
AL
806
Aspiriant LLC
California
$980K -$5.85K -112 -0.5%
BFO
807
Biltmore Family Office
North Carolina
$974K – – –
CAL
808
Capital Analysts LLC
Pennsylvania
$970K +$2.3K +44 +0.2%
CPO
809
Cerity Partners OCIO
New York
$966K -$7.53K -144 -0.7%
SWM
810
Segment Wealth Management
Texas
$965K +$1.46K +28 +0.1%
CFO
811
Collective Family Office
Pennsylvania
$964K -$49.1K -940 -4%
CWA
812
CJM Wealth Advisers
Virginia
$963K +$418 +8 +0%
SEP
813
Southland Equity Partners
Missouri
$959K -$40.3K -772 -4%
TC
814
TAP Consulting
Missouri
$958K -$345K -6,600 -24%
SCA
815
Stillwater Capital Advisors
Pennsylvania
$958K -$11.1K -212 -1%
CFFP
816
Center for Financial Planning
Michigan
$957K +$127K +2,432 +14%
LPT
817
Legacy Private Trust
Wisconsin
$955K -$341K -6,516 -24%
ONB
818
Old National Bancorp
Indiana
$955K +$836 +16 +0.1%
MPW
819
Melone Private Wealth
Michigan
$952K -$2.72K -52 -0.3%
RSVP
820
Ramsay Stattman Vela & Price
Colorado
$950K – – –
FLA
821
Financial Life Advisors
Texas
$946K -$63.5K -1,216 -6%
FFMBT
822
First Farmers & Merchants Bank Trust
Tennessee
$943K +$836 +16 +0.1%
WB
823
West Bancorporation
Iowa
$942K +$6.27K +120 +0.6%
AWA
824
Alta Wealth Advisors
Massachusetts
$940K +$2.09K +40 +0.2%
RVPG
825
Relative Value Partners Group
$939K +$1.04M +19,976 New
31 32
33
34 35