We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
826
Intersect Capital
California
$485K -$231K -4,776 -34%
HS
827
Horan Securities
United States
$483K -$29.2K -604 -6%
AWAP
828
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$483K +$452K +9,344 New
KLI
829
Kelman-Lazarov Inc
Tennessee
$482K – – –
FMBTD
830
First Midwest Bank Trust Division
Illinois
$481K -$33.5K -692 -7%
PFWA
831
Paces Ferry Wealth Advisors
Georgia
$480K – – –
FRA
832
Frank Rimerman Advisors
California
$479K +$448K +9,260 New
OFG
833
Omega Financial Group
California
$477K +$2.52K +52 +0.6%
NS
834
Newman & Schimel
Illinois
$477K +$447K +9,236 New
RPWA
835
Regent Peak Wealth Advisors
Georgia
$476K +$21.9K +452 +5%
AWM
836
Accel Wealth Management
Iowa
$476K +$445K +9,200 New
TCM
837
Tradewinds Capital Management
Washington
$475K -$48.4K -1,000 -10%
CCA
838
Checchi Capital Advisers
California
$472K +$78.2K +1,616 +21%
BAM
839
Beaumont Asset Management
Texas
$468K +$2.32K +48 +0.5%
RIA
840
Realta Investment Advisors
Delaware
$466K +$65.5K +1,352 +18%
SFM
841
Signet Financial Management
New Jersey
$460K -$9.1K -188 -2%
EWA
842
EP Wealth Advisors
California
$459K +$39.7K +820 +10%
AMCA
843
Arthur M. Cohen & Associates
Illinois
$457K -$50.2K -1,036 -10%
EAM
844
Evanson Asset Management
California
$452K -$1.36K -28 -0.3%
ACA
845
Atlas Capital Advisors
Wyoming
$452K +$57.7K +1,192 +16%
OPA
846
Old Port Advisors
Maine
$451K – – –
SFG
847
SevenBridge Financial Group
Pennsylvania
$446K +$775 +16 +0.2%
ACM
848
Allred Capital Management
Texas
$445K +$968 +20 +0.2%
AWA
849
Acorn Wealth Advisors
Michigan
$443K +$105K +2,160 +34%
VWA
850
VERITY Wealth Advisors
United States
$442K +$1.74K +36 +0.4%
32 33
34
35 36