We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Columbia Asset Management
Michigan
$3.15M +$1.02M +14,032 +48%
HCWM
802
Hidden Cove Wealth Management
Washington
$3.15M -$137K -1,880 -4%
Russell Investments Group
803
Russell Investments Group
United Kingdom
$3.14M +$1.11M +15,320 +55%
NAS
804
NWF Advisory Services
California
$3.13M -$38.7K -532 -1%
CFA
805
CWS Financial Advisors
Michigan
$3.13M +$65.5K +900 +2%
SIP
806
Snowwater Investment Partners
Connecticut
$3.11M +$3.12M +42,840 New
BBWP
807
Beacon Bridge Wealth Partners
Pennsylvania
$3.09M -$416K -5,712 -12%
RWP
808
Revolve Wealth Partners
New Jersey
$3.06M -$37.2K -512 -1%
Conning Inc
809
Conning Inc
Connecticut
$3.06M – – –
SA
810
Sovran Advisors
California
$3.05M -$7.27K -100 -0.2%
G
811
Gainplan
Michigan
$3.05M +$239K +3,288 +8%
Independent Financial Group
812
Independent Financial Group
California
$3.04M +$190K +2,612 +7%
Welch & Forbes
813
Welch & Forbes
Massachusetts
$3.04M +$190K +2,612 +7%
SWM
814
Selby Wealth Management
California
$3.04M +$3.05M +41,872 New
SWA
815
SOA Wealth Advisors
New York
$3.03M -$167K -2,300 -5%
Haverford Trust Company
816
Haverford Trust Company
Pennsylvania
$3.02M +$128K +1,760 +4%
VCP
817
Verus Capital Partners
Arizona
$3.02M -$285K -3,924 -9%
TCOV
818
Trust Company of Vermont
Vermont
$3.01M +$202K +2,776 +7%
FFL
819
Financial Freedom LLC
Ohio
$3M -$29.7K -408 -1%
SSI
820
Scott & Selber Inc
Texas
$3M +$17.2K +236 +0.6%
Balentine LLC
821
Balentine LLC
Georgia
$2.99M – – –
Savvy Advisors Inc
822
Savvy Advisors Inc
New York
$2.99M +$1.17M +16,152 +64%
Robertson Stephens Wealth Management
823
Robertson Stephens Wealth Management
California
$2.99M +$368K +5,056 +14%
NorthRock Partners
824
NorthRock Partners
Minnesota
$2.99M +$1.41M +19,340 +89%
VAM
825
Virtue Asset Management
Illinois
$2.98M +$16K +220 +0.5%