We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1026
Ironwood Investment Counsel
Arizona
$295K +$651 +12 +0.2%
FFA
1027
Founders Financial Alliance
North Carolina
$294K +$434 +8 +0.2%
BCI
1028
Brinker Capital Investments
Pennsylvania
$294K +$288K +5,308 New
RA
1029
Rodgers & Associates
Pennsylvania
$293K – – –
CPFP
1030
Clear Perspectives Financial Planning
Ohio
$293K +$26.3K +484 +10%
MIM
1031
Marco Investment Management
Georgia
$292K – – –
RWA
1032
River Wealth Advisors
Pennsylvania
$291K – – –
AWP
1033
Abacus Wealth Partners
California
$291K +$285K +5,252 New
TNB
1034
Thomasville National Bank
Georgia
$287K -$66.2K -1,220 -12%
OWM
1035
Orgel Wealth Management
Wisconsin
$285K – – –
FCBT
1036
First Citizens Bank & Trust
North Carolina
$284K -$39.5K -728 -12%
FWCM
1037
Ferguson Wellman Capital Management
Oregon
$281K – – –
GIA
1038
Guyasuta Investment Advisors
Pennsylvania
$281K – – –
BCA
1039
Bay Colony Advisors
Massachusetts
$281K +$44.7K +824 +19%
YIA
1040
YHB Investment Advisors
Connecticut
$277K – – –
CL
1041
CPWM LLC
Washington
$277K +$61.2K +1,128 +29%
PA
1042
Parkside Advisors
California
$276K -$13.5K -248 -5%
PB
1043
Pinnacle Bancorp
Nebraska
$276K – – –
CCM
1044
Crossvault Capital Management
Texas
$276K +$270K +4,980 New
OBWG
1045
Onyx Bridge Wealth Group
New York
$276K +$270K +4,980 New
IA
1046
Insight Advisors
Pennsylvania
$275K -$12.2K -224 -5%
IWMA
1047
Ironwood Wealth Management (Arizona)
Arizona
$272K -$84.7K -1,560 -24%
WP
1048
WealthShield Partners
North Carolina
$270K -$119K -2,184 -31%
FWM
1049
Frontier Wealth Management
Missouri
$270K -$23.4K -432 -8%
CSIC
1050
Clifford Swan Investment Counsel
California
$267K +$434 +8 +0.2%
40 41
42
43 44