We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1026
Sowa Financial Group
Rhode Island
$15K – – –
JWM
1027
Jeppson Wealth Management
California
$15K +$14.6K +336 New
GI
1028
Gradient Investments
Minnesota
$14K +$5.75K +132 +69%
SFSG
1029
Stearns Financial Services Group
North Carolina
$12K -$2.96K -68 -20%
CFN
1030
Cordasco Financial Network
Florida
$12K – – –
APC
1031
Aspire Private Capital
North Carolina
$12K +$2.27K +52 +24%
HIM
1032
HawsGoodwin Investment Management
Tennessee
$10K – – –
MAM
1033
Meeder Asset Management
Ohio
$10K +$9.41K +216 New
FWM
1034
Focused Wealth Management
New York
$9K – – –
HCM
1035
Highlander Capital Management
New Jersey
$9K – – –
AIP
1036
Ameritas Investment Partners
Nebraska
$8K – – –
CAM
1037
Costello Asset Management
Pennsylvania
$8K – – –
HCC
1038
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
LB
1039
Legacy Bridge
Iowa
$8K – – –
NL
1040
NVWM LLC
Pennsylvania
$8K +$7.67K +176 New
ANBT
1041
American National Bank & Trust
Texas
$8K +$7.84K +180 New
IA
1042
Independence Advisors
Pennsylvania
$6K – – –
PS
1043
Planned Solutions
California
$6K +$5.93K +136 New
HDIM
1044
Hanson & Doremus Investment Management
Vermont
$5K – – –
CWA
1045
Carolina Wealth Advisors
South Carolina
$4K – – –
PMFA
1046
Plante Moran Financial Advisors
Michigan
$4K – – –
SIM
1047
Sonora Investment Management
Arizona
$4K – – –
AWA
1048
Arkadios Wealth Advisors
Georgia
$3.72K – – –
BC
1049
Barnett & Company
Tennessee
$3K – – –
EIP
1050
Ellis Investment Partners
Pennsylvania
$3K – – –
40 41
42
43 44