We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
CFM Wealth Partners
Texas
$96K +$90.2K +2,100 New
TL
927
TrueWealth LLC
Georgia
$95K -$687 -16 -0.7%
WCG
928
Weaver Consulting Group
California
$93K -$107K -2,500 -53%
FMTCOCP
929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K -$17.2K -400 -16%
Simplex Trading
930
Simplex Trading
Illinois
$91K +$88.1K +2,052 New
PAIM
931
Punch & Associates Investment Management
Minnesota
$89K +$86.1K +2,004 New
FCA
932
FinTrust Capital Advisors
South Carolina
$88K
EP
933
Eudaimonia Partners
Tennessee
$80K +$76.9K +1,792 New
CA
934
CXI Advisors
Indiana
$79K +$76.6K +1,784 New
LWANC
935
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
LGWM
936
Litman Gregory Wealth Management
California
$76K +$72.7K +1,692 +7,050%
SL
937
Savior LLC
Massachusetts
$75K +$72.1K +1,680 New
AIM
938
Axiom Investment Management
New York
$71K -$62.5K -1,456 -48%
DAC
939
Dividend Assets Capital
South Carolina
$70K
BWA
940
Burt Wealth Advisors
Maryland
$68K
VNA
941
Valley National Advisers
Pennsylvania
$65K
LFG
942
Larson Financial Group
Missouri
$64K +$1.2K +28 +2%
SNT
943
Security National Trust
West Virginia
$62K
CI
944
Cordant Inc
Oregon
$62K +$60.1K +1,400 New
HWA
945
HCR Wealth Advisors
California
$62K +$89.1K +2,076 New
TIM
946
Tortoise Investment Management
New York
$59K +$17.2K +400 +43%
HF
947
Halpern Financial
Virginia
$53.5K +$51.5K +1,200 New
PWP
948
Personal Wealth Partners
Minnesota
$52K
CIA
949
Cascade Investment Advisors
Oregon
$51.8K -$172 -4 -0.3%
CAAS
950
Capital Asset Advisory Services
Michigan
$50K +$46.9K +1,092 New