We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1026
Regent Peak Wealth Advisors
Georgia
$347K -$2.09K -36 -0.6%
IFG
1027
Independent Financial Group
California
$346K +$58.9K +1,016 +21%
MP
1028
McDonald Partners
Ohio
$345K -$7.88K -136 -2%
MPW
1029
Monterey Private Wealth
California
$345K +$927 +16 +0.3%
V
1030
VeraBank
Texas
$344K +$336K +5,792 New
BBNA
1031
Bremer Bank National Association
Minnesota
$339K +$331K +5,716 New
EW
1032
Evoke Wealth
California
$337K – – –
PWA
1033
Physician Wealth Advisors
Utah
$334K +$1.62K +28 +0.5%
BA
1034
BCM Advisors
Louisiana
$334K +$337K +5,816 New
KW
1035
KWB Wealth
California
$333K – – –
CHAM
1036
Clear Harbor Asset Management
Connecticut
$331K – – –
CFG
1037
Cooper Financial Group
California
$328K -$10.7K -184 -3%
LIM
1038
Lathrop Investment Management
Arkansas
$328K – – –
PFSC
1039
Peoples Financial Services Corp
Pennsylvania
$328K – – –
SAM
1040
Strategy Asset Managers
California
$328K +$320K +5,516 New
HVP
1041
Hudson Value Partners
Florida
$328K +$320K +5,524 New
FNBOMD
1042
First National Bank of Mount Dora
Florida
$327K – – –
MIA
1043
MainStreet Investment Advisors
Illinois
$326K -$9.04K -156 -3%
MWM
1044
Madison Wealth Management
Ohio
$325K -$35.7K -616 -10%
ACA
1045
Aptus Capital Advisors
Alabama
$325K – – –
CAG
1046
Compass Advisory Group
New York
$325K +$927 +16 +0.3%
SCA
1047
Snowden Capital Advisors
New York
$323K +$232 +4 +0.1%
IF
1048
Ironwood Financial
Arizona
$318K +$42.2K +728 +16%
IIC
1049
Ironwood Investment Counsel
Arizona
$317K +$464 +8 +0.1%
RC
1050
RegentAtlantic Capital
New Jersey
$316K -$28.1K -484 -8%
40 41
42
43 44