We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
LongView Wealth Management
Georgia
$1.8M +$1.68M +31,408 New
SW
802
StrongBox Wealth
Missouri
$1.8M +$40.6K +760 +3%
V
803
VeraBank
Texas
$1.8M -$490K -9,172 -23%
SAG
804
SageView Advisory Group
California
$1.8M +$227K +4,240 +16%
BSB
805
Bangor Savings Bank
Maine
$1.79M -$58.8K -1,100 -3%
BTW
806
Boston Trust Walden
Massachusetts
$1.79M -$21.4K -400 -1%
BFA
807
Bragg Financial Advisors
North Carolina
$1.79M -$51.7K -968 -3%
ECA
808
Elevated Capital Advisors
Utah
$1.78M -$60.3K -1,128 -4%
TCA
809
Transcend Capital Advisors
New Jersey
$1.77M -$491K -9,196 -23%
ESB
810
Essex Savings Bank
Connecticut
$1.77M +$65.6K +1,228 +4%
GAM
811
Grandview Asset Management
Pennsylvania
$1.77M -$147K -2,748 -8%
HP
812
Holistic Planning
Texas
$1.76M +$1.62M +30,280 New
APWM
813
Argonautica Private Wealth Management
Massachusetts
$1.76M -$62.6K -1,172 -4%
WFA
814
West Financial Advisors
Iowa
$1.74M +$147K +2,744 +10%
AAMC
815
Asset Allocation & Management Company
Illinois
$1.74M – – –
AFGAS
816
Allegiance Financial Group Advisory Services
Virginia
$1.74M -$214 -4 -0%
BCI
817
Brinker Capital Investments
Pennsylvania
$1.74M -$842K -15,760 -34%
OPS
818
Orion Portfolio Solutions
Nebraska
$1.74M -$842K -15,760 -34%
HG
819
Harbor Group
New Hampshire
$1.73M +$1.59M +29,816 New
CCA
820
Checchi Capital Advisers
California
$1.73M +$713K +13,352 +81%
HCMT
821
Highland Capital Management (Tennessee)
Tennessee
$1.73M -$5.13K -96 -0.3%
HWA
822
Heritage Wealth Advisors
Virginia
$1.73M +$350K +6,560 +28%
CWP
823
Cyndeo Wealth Partners
Florida
$1.72M -$109K -2,040 -6%
IPW
824
Intergy Private Wealth
Colorado
$1.72M +$59.6K +1,116 +4%
MCWS
825
McKinley Carter Wealth Services
West Virginia
$1.7M -$73.9K -1,384 -5%
31 32
33
34 35