We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1101
Garde Capital
Washington
$780K -$66.8K -1,100 -8%
ALC
1102
Alexander Labrunerie & Co
Missouri
$779K -$972 -16 -0.1%
EWA
1103
Etesian Wealth Advisors
Oregon
$778K – – –
PTP
1104
Platform Technology Partners
New York
$777K +$780K +12,832 New
WA
1105
WBH Advisory
Maryland
$775K – – –
CCWM
1106
Cassaday & Co Wealth Management
Virginia
$775K +$4.86K +80 +0.6%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$774K -$5.35K -88 -0.7%
SQA
1108
Simon Quick Advisors
New Jersey
$774K +$4.62K +76 +0.6%
CIA
1109
Capital Investment Advisors
Georgia
$772K +$82.2K +1,352 +12%
BBW
1110
Blue Barn Wealth
Utah
$768K -$18K -296 -2%
FA
1111
Fermata Advisors
California
$768K -$2.55M -42,028 -77%
KTA
1112
Keeley-Teton Advisors
Illinois
$762K – – –
OFS
1113
Oldfather Financial Services
Nebraska
$755K – – –
FFA
1114
Fragasso Financial Advisors
Pennsylvania
$750K -$311K -5,116 -29%
ORC
1115
O'Rourke & Company
Massachusetts
$750K +$20.9K +344 +3%
CFGA
1116
Cambridge Financial Group (Arizona)
Arizona
$750K +$522K +8,584 +225%
RIA
1117
Realta Investment Advisors
Delaware
$748K -$35.7K -588 -5%
BTI
1118
Blue Trust Inc
Georgia
$747K – – –
LGWM
1119
Litman Gregory Wealth Management
California
$746K +$12.9K +212 +2%
KWS
1120
Keystone Wealth Services
California
$736K -$62.5K -1,028 -8%
NP
1121
NorthRock Partners
Minnesota
$736K +$8.27K +136 +1%
MCM
1122
Mengis Capital Management
Oregon
$735K – – –
TW
1123
TritonPoint Wealth
Maryland
$734K +$89.5K +1,472 +14%
CFO
1124
Callan Family Office
Pennsylvania
$733K +$436K +7,180 +145%
MPW
1125
Monterey Private Wealth
California
$724K -$38.2K -628 -5%
43 44
45
46 47