We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
801
Droms Strauss Advisors
Missouri
$1.29M -$108K -2,112 -8%
CCG
802
Chatham Capital Group
Georgia
$1.28M – – –
NDSI
803
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M +$139K +2,732 +12%
RDIA
804
RE Dickinson Investment Advisors
Iowa
$1.27M -$53.8K -1,056 -4%
AIM
805
Aspen Investment Management
Michigan
$1.27M -$11.2K -220 -0.9%
MF
806
Montis Financial
Massachusetts
$1.26M -$15.7K -308 -1%
SF
807
SBK Financial
Virginia
$1.26M -$83.9K -1,648 -6%
FANJ
808
Financial Architects (New Jersey)
New Jersey
$1.26M -$243K -4,768 -16%
IPW
809
Intergy Private Wealth
Colorado
$1.26M +$93.1K +1,828 +8%
RBC
810
Romano Brothers & Co
Illinois
$1.25M -$31.4K -616 -2%
SNBOSCI
811
Security National Bank of Sioux City Iowa
Iowa
$1.25M +$7.95K +156 +0.6%
HWMG
812
Hurlow Wealth Management Group
Indiana
$1.25M – – –
LFA
813
Laraway Financial Advisors
Minnesota
$1.25M -$428K -8,404 -36%
AL
814
Aspiriant LLC
California
$1.24M +$180K +3,540 +17%
BAM
815
BOS Asset Management
Illinois
$1.22M +$1.22M +24,036 New
ATC
816
Adirondack Trust Company
New York
$1.22M – – –
IP
817
Intellectus Partners
California
$1.22M +$743K +14,580 +155%
CHAM
818
Clear Harbor Asset Management
Connecticut
$1.21M -$92.9K -1,824 -7%
PGA
819
Portland Global Advisors
Maine
$1.21M -$23.4K -460 -2%
RWM
820
Refined Wealth Management
Utah
$1.19M +$37.1K +728 +3%
HTC
821
Haverford Trust Company
Pennsylvania
$1.18M – – –
EB
822
Eastern Bank
Massachusetts
$1.17M +$39.3K +772 +3%
TW
823
TrinityPoint Wealth
Connecticut
$1.17M +$5.71K +112 +0.5%
SFG
824
Sovereign Financial Group
Connecticut
$1.17M -$202K -3,968 -15%
WWM
825
Western Wealth Management
Colorado
$1.16M -$621K -12,192 -35%
31 32
33
34 35