We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
951
Corundum Group
Colorado
$314K – – –
CFA
952
CWS Financial Advisors
Michigan
$314K – – –
SBH
953
Segall Bryant & Hamill
Illinois
$312K – – –
VBFP
954
Valtinson Bruner Financial Planning
Minnesota
$312K +$63.7K +1,316 +29%
SIAG
955
Safeguard Investment Advisory Group
California
$312K +$292K +6,032 New
MCM
956
McMillion Capital Management
North Carolina
$311K – – –
KW
957
KWB Wealth
California
$311K +$292K +6,024 New
CT
958
Columbia Trust
Oregon
$310K +$291K +6,000 New
PWA
959
Physician Wealth Advisors
Utah
$309K +$968 +20 +0.4%
FPCM
960
Financial Partners Capital Management
New York
$308K – – –
EP
961
Eudaimonia Partners
Tennessee
$308K -$2.32K -48 -0.8%
MP
962
McDonald Partners
Ohio
$308K +$288K +5,952 New
RVPG
963
Relative Value Partners Group
$307K -$2.13K -44 -0.7%
GEA
964
Glen Eagle Advisors
New Jersey
$307K +$35.8K +740 +14%
FPGK
965
Financial Partners Group (Kansas)
Kansas
$306K -$18.2K -376 -6%
FCBT
966
First Citizens Bank & Trust
North Carolina
$303K +$14.3K +296 +5%
IA
967
IFG Advisory
Georgia
$302K -$53.1K -1,096 -16%
HGWM
968
Harvest Group Wealth Management
Massachusetts
$302K +$968 +20 +0.3%
EW
969
Evoke Wealth
California
$302K +$7.75K +160 +3%
WA
970
WP Advisors
California
$301K +$2.32K +48 +0.8%
LRPA
971
L. Roy Papp & Associates
Arizona
$298K – – –
CFG
972
Cooper Financial Group
California
$298K +$279K +5,768 New
LNB
973
Ledyard National Bank
$296K -$37.6K -776 -12%
WA1
974
Wimmer Associates 1
California
$296K – – –
HAS
975
HBW Advisory Services
California
$296K +$12.2K +252 +5%
37 38
39
40 41