We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
876
Balanced Wealth Group
Ohio
$1.36M +$1.25M +23,460 New
MGWM
877
Marks Group Wealth Management
Minnesota
$1.36M – – –
ACA
878
Atlas Capital Advisors
Wyoming
$1.36M -$332K -6,212 -21%
MSF
879
Mustard Seed Financial
Arkansas
$1.34M +$1.23M +23,012 New
C
880
Certuity
Florida
$1.34M +$367K +6,860 +42%
ACA
881
Affinity Capital Advisors
California
$1.33M -$71.8K -1,344 -6%
FL
882
FreeGulliver LLC
Louisiana
$1.33M +$1.22M +22,904 New
WWC
883
Waypoint Wealth Counsel
Georgia
$1.33M -$292K -5,460 -19%
PGA
884
Portland Global Advisors
Maine
$1.33M – – –
BFG
885
Beacon Financial Group
Texas
$1.33M +$270K +5,056 +29%
CAGAS
886
Capital Advisory Group Advisory Services
Minnesota
$1.32M -$47.7K -892 -4%
TA
887
TrueWealth Advisors
Alabama
$1.31M -$65K -1,216 -5%
WEG
888
World Equity Group
Illinois
$1.3M +$654K +12,244 +121%
ML
889
Mayport LLC
Massachusetts
$1.3M +$617K +11,540 +107%
HHWM
890
Hiley Hunt Wealth Management
Nebraska
$1.29M +$1.19M +22,260 New
EA
891
Eudaimonia Advisors
Tennessee
$1.29M +$19.7K +368 +2%
CAM
892
Chandler Asset Management
California
$1.29M – – –
AL
893
Aspiriant LLC
California
$1.28M – – –
AR
894
Advisory Research
Illinois
$1.28M – – –
CHAM
895
Clear Harbor Asset Management
Connecticut
$1.27M +$641 +12 +0.1%
FA
896
FF Advisors
California
$1.25M +$1.15M +21,480 New
IC
897
IEQ Capital
California
$1.25M +$160K +2,992 +16%
OFG
898
Omega Financial Group
California
$1.24M +$1.92K +36 +0.2%
IWA
899
Inspirion Wealth Advisors
Illinois
$1.23M -$9.19K -172 -0.8%
TCOV
900
Trust Company of Vermont
Vermont
$1.22M +$47.9K +896 +4%
34 35
36
37 38