We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
901
Stonegate Investment Group
Alabama
$1.37M +$154K +2,536 +13%
NCFG
902
New Century Financial Group
New Jersey
$1.36M +$611K +10,052 +81%
SAI
903
Savvy Advisors Inc
New York
$1.35M +$638K +10,504 +88%
PIA
904
Perennial Investment Advisors
California
$1.34M +$54.2K +892 +4%
CAM
905
Chandler Asset Management
California
$1.34M – – –
KAS
906
KPP Advisory Services
Kentucky
$1.34M +$45.7K +752 +4%
BFG
907
Beacon Financial Group
Texas
$1.34M -$5.11K -84 -0.4%
MGWM
908
Marks Group Wealth Management
Minnesota
$1.33M -$89.9K -1,480 -6%
ML
909
Mayport LLC
Massachusetts
$1.32M -$24.3K -400 -2%
TA
910
TrueWealth Advisors
Alabama
$1.32M +$49.3K +812 +4%
MSF
911
Mustard Seed Financial
Arkansas
$1.32M -$6.08K -100 -0.5%
RWM
912
Ritholtz Wealth Management
New York
$1.31M +$181K +2,984 +16%
AF
913
Alerus Financial
North Dakota
$1.3M – – –
GC
914
Grimes & Company
Massachusetts
$1.3M -$56.4K -928 -4%
IWA
915
Inspirion Wealth Advisors
Illinois
$1.29M – – –
CW
916
CreativeOne Wealth
Kansas
$1.28M -$84.3K -1,388 -6%
EFG
917
Everhart Financial Group
Ohio
$1.27M -$19.7K -324 -2%
GSIAS
918
Garden State Investment Advisory Services
New Jersey
$1.26M – – –
CFS
919
Coordinated Financial Services
Colorado
$1.26M – – –
BFO
920
Biltmore Family Office
North Carolina
$1.26M – – –
VAMG
921
Voisard Asset Management Group
Michigan
$1.25M +$2.43K +40 +0.2%
AWA
922
Arete Wealth Advisors
Illinois
$1.25M +$1.26M +20,744 New
KWA
923
Kellett Wealth Advisors
Ohio
$1.25M -$15.4M -253,652 -92%
CHAM
924
Clear Harbor Asset Management
Connecticut
$1.25M -$87.3K -1,436 -7%
LA
925
LexAurum Advisors
Kansas
$1.25M +$238K +3,924 +24%
35 36
37
38 39