VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
876
Harvest Group Wealth Management
Massachusetts
$10K +$10.3K +252 New
GAM
877
Griffin Asset Management
New York
$9K +$8.68K +212 New
HCM
878
Highlander Capital Management
New Jersey
$8K – – –
LB
879
Legacy Bridge
Iowa
$8K – – –
FLPIM
880
F.L. Putnam Investment Management
Massachusetts
$8K +$7.53K +184 New
Ameritas Investment Partners
881
Ameritas Investment Partners
Nebraska
$7K – – –
HCC
882
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
LPWM
883
Lake Point Wealth Management
Texas
$7K – – –
PCA
884
Providence Capital Advisors
North Carolina
$6K – – –
LWM
885
Lenox Wealth Management
Ohio
$6K +$6.55K +160 New
HDIM
886
Hanson & Doremus Investment Management
Vermont
$5K +$4.42K +108 New
EWM
887
Edge Wealth Management
New York
$4K – – –
SIS
888
Sound Income Strategies
Florida
$3K – – –
FBT
889
First Bank & Trust
South Dakota
$3K +$2.78K +68 New
FCMT
890
Founders Capital Management (Texas)
Texas
$2K – – –
LGWM
891
Litman Gregory Wealth Management
California
$2K +$1.8K +44 New
CT
892
Clearstead Trust
Maine
$1K – – –
MF
893
Manchester Financial
California
$1K +$1.31K +32 New
Susquehanna International Group
894
Susquehanna International Group
Pennsylvania
– -$3.78M -92,344 Closed
WCG
895
Wall Capital Group
Arizona
– -$3.52M -87,708 Closed
Capital Fund Management (CFM)
896
Capital Fund Management (CFM)
France
– -$2.38M -59,200 Closed
SS
897
Simplicity Solutions
Minnesota
– -$1.44M -35,764 Closed
Park Avenue Securities
898
Park Avenue Securities
New York
– -$1.38M -34,028 Closed
WA
899
WESPAC Advisors
California
– -$1.05M -26,092 Closed
MHS
900
M Holdings Securities
Oregon
– -$765K -19,036 Closed