We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
876
New England Investment & Retirement Group
Massachusetts
$106K -$4.93M -119,008 -97%
EW
877
Element Wealth
Mississippi
$104K -$7.12K -172 -5%
IFAM
878
Institutional & Family Asset Management
Colorado
$103K – – –
HIM
879
HawsGoodwin Investment Management
Tennessee
$99K -$785K -18,960 -86%
PC
880
Permanens Capital
New York
$98K +$663 +16 +0.5%
HI
881
Human Investing
Oregon
$98K +$124K +2,984 New
CB
882
Community Bank
New York
$97K -$58.3K -1,408 -32%
GTAM
883
Global Trust Asset Management
Florida
$97K – – –
SMFS
884
Squar Milner Financial Services
California
$96K – – –
BBHC
885
Brown Brothers Harriman & Co
New York
$92K +$16.4K +396 +17%
RDWM
886
Red Door Wealth Management
Tennessee
$90K +$114K +2,744 New
AIC
887
Archer Investment Corporation
Indiana
$87K +$98.6K +2,380 +875%
WCAMG
888
Woodard & Company Asset Management Group
North Carolina
$86K +$4.97K +120 +5%
JFGIW
889
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K -$163K -3,940 -61%
NG
890
NWK Group
California
$79K – – –
EP
891
Eudaimonia Partners
Tennessee
$78K +$24.2K +584 +33%
DOA
892
D'Orazio & Associates
Virginia
$74K – – –
HIA
893
Harbor Investment Advisory
Maryland
$73K -$61K -1,472 -40%
TL
894
TrueWealth LLC
Georgia
$72K +$2.32K +56 +3%
MA
895
MCF Advisors
Kentucky
$70K -$115K -2,768 -57%
CWP
896
CFM Wealth Partners
Texas
$69K – – –
PP
897
PrairieView Partners
Minnesota
$69K +$86.5K +2,088 New
VNA
898
Valley National Advisers
Pennsylvania
$67K +$23.2K +560 +38%
FCA
899
FinTrust Capital Advisors
South Carolina
$58K -$8.78K -212 -11%
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K – – –
34 35
36
37 38