We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
926
Atwood & Palmer
Missouri
$176K – – –
HWA
927
HHM Wealth Advisors
Tennessee
$175K -$181K -4,720 -53%
WTFG
928
Wells Trecaso Financial Group
Ohio
$170K +$159K +4,160 New
EW
929
Element Wealth
Mississippi
$162K +$30.6K +800 +25%
HFA
930
Hoover Financial Advisors
Pennsylvania
$160K +$149K +3,896 New
CHC
931
City Holding Co
West Virginia
$157K – – –
CB
932
CNB Bank
Pennsylvania
$157K – – –
PFBT
933
Parkside Financial Bank & Trust
Missouri
$156K – – –
KPCM
934
Kings Point Capital Management
New York
$153K – – –
JCM
935
Jacobi Capital Management
Pennsylvania
$153K +$17.2K +448 +14%
SWM
936
Sugarloaf Wealth Management
Georgia
$149K +$613 +16 +0.4%
TF
937
TimeScale Financial
Massachusetts
$143K -$40.9K -1,068 -24%
CWM
938
Cedar Wealth Management
California
$136K -$103K -2,700 -45%
IFAM
939
Institutional & Family Asset Management
Colorado
$135K +$7.05K +184 +6%
APW
940
Acima Private Wealth
Virginia
$134K – – –
PFSC
941
Peoples Financial Services Corp
Pennsylvania
$131K -$46K -1,200 -27%
AIC
942
Archer Investment Corporation
Indiana
$125K +$15.6K +408 +15%
WR
943
Watson Rebecca
$124K +$116K +3,032 New
PC
944
Permanens Capital
New York
$122K – – –
CB
945
Community Bank
New York
$120K -$919 -24 -0.8%
BBHC
946
Brown Brothers Harriman & Co
New York
$114K – – –
RDWM
947
Red Door Wealth Management
Tennessee
$107K -$5.06K -132 -5%
WCAMG
948
Woodard & Company Asset Management Group
North Carolina
$102K -$4.6K -120 -5%
NG
949
NWK Group
California
$98K – – –
DOA
950
D'Orazio & Associates
Virginia
$92K – – –
36 37
38
39 40