We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1026
LifePlan Financial
Minnesota
$873K +$802K +15,004 New
AGC
1027
Aspen Grove Capital
Colorado
$871K +$17.1K +320 +2%
KCIC
1028
Kuhn & Co Investment Counsel
Illinois
$869K +$798K +14,940 New
PFSC
1029
Peoples Financial Services Corp
Pennsylvania
$869K +$15K +280 +2%
MAM
1030
Marotta Asset Management
Virginia
$866K -$34.2K -640 -4%
HW
1031
Hancock Whitney
Mississippi
$864K +$282K +5,272 +55%
MA
1032
MJP Associates
Connecticut
$864K -$2.78K -52 -0.3%
Betterment LLC
1033
Betterment LLC
New York
$861K -$121K -2,260 -13%
GC
1034
Garde Capital
Washington
$860K +$575K +10,764 +267%
ACM
1035
Ardent Capital Management
Ohio
$856K
BC
1036
Bowman & Company
Wisconsin
$855K +$117K +2,192 +18%
CIBC World Market
1037
CIBC World Market
Ontario, Canada
$853K -$38.9K -728 -5%
CWM
1038
Chemistry Wealth Management
New York
$852K +$427 +8 +0.1%
P
1039
Pitcairn
Pennsylvania
$852K
GIA
1040
Goodwin Investment Advisory
Georgia
$851K +$203K +3,804 +35%
PC
1041
Pecaut & Co
Iowa
$850K +$110K +2,060 +16%
HAS
1042
HBW Advisory Services
California
$848K -$47K -880 -6%
IA
1043
IFG Advisory
Georgia
$848K +$79.9K +1,496 +11%
HFS
1044
Heritage Financial Services
Massachusetts
$847K -$10.7K -200 -1%
SQA
1045
Simon Quick Advisors
New Jersey
$843K -$314K -5,884 -29%
FTWA
1046
Fifth Third Wealth Advisors
Ohio
$843K +$23.9K +448 +3%
CW
1047
Channel Wealth
California
$841K -$57.5K -1,076 -7%
LA
1048
LexAurum Advisors
Kansas
$840K -$216K -4,048 -22%
IAA
1049
Independent Advisor Alliance
North Carolina
$840K +$408K +7,632 +100%
MCCA
1050
Mill Creek Capital Advisors
Pennsylvania
$839K