We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
AMI Investment Management
Indiana
$1.06M +$14.7K +248 +1%
CCFM
1002
Clear Creek Financial Management
Washington
$1.06M +$20.3K +344 +2%
BC
1003
Bowman & Company
Wisconsin
$1.05M +$126K +2,132 +15%
SWA
1004
Strata Wealth Advisors
Texas
$1.05M +$176K +2,972 +21%
LFAS
1005
Level Four Advisory Services
Texas
$1.05M – – –
JAFL
1006
Jay A. Fishman Ltd
Michigan
$1.04M -$23.6K -400 -2%
KWA
1007
Kingswood Wealth Advisors
California
$1.04M -$55.3K -936 -5%
LA
1008
LexAurum Advisors
Kansas
$1.04M +$133K +2,256 +16%
TFM
1009
TFC Financial Management
Massachusetts
$1.04M +$43.5K +736 +5%
DFA
1010
Delta Financial Advisors
Louisiana
$1.04M +$1.18K +20 +0.1%
FNB
1011
Farmers National Bank
Kentucky
$1.04M -$14.2K -240 -1%
BL
1012
Balentine LLC
Georgia
$1.04M +$908K +15,360 +1,259%
ONB
1013
Old National Bancorp
Indiana
$1.04M -$254K -4,304 -21%
DAM
1014
Derbend Asset Management
Georgia
$1.03M +$236 +4 +0%
CD
1015
Chapin Davis
Maryland
$1.03M +$30.7K +520 +3%
CWA
1016
CJM Wealth Advisers
Virginia
$1.03M -$102K -1,720 -9%
SF
1017
Safeguard Financial
Wisconsin
$1.03M -$203K -3,436 -17%
MAM
1018
MMA Asset Management
Pennsylvania
$1.03M +$998K +16,884 New
BAM
1019
Belpointe Asset Management
Nevada
$1.02M +$27.4K +464 +3%
AA
1020
Advisory Alpha
Michigan
$1.02M +$226K +3,820 +31%
BHIA
1021
Birch Hill Investment Advisors
Massachusetts
$1.02M -$18.9K -320 -2%
SAM
1022
Smartleaf Asset Management
Massachusetts
$1.02M +$939K +15,892 +3,784%
WA
1023
Wealth Architects
California
$1.02M -$28.8K -488 -3%
CWC
1024
Carolinas Wealth Consulting
North Carolina
$1.01M +$308K +5,208 +47%
EP
1025
Eudaimonia Partners
Tennessee
$1.01M -$56K -948 -6%
39 40
41
42 43