We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1101
Platform Technology Partners
New York
$921K +$71.1K +1,132 +9%
MWM
1102
Mascoma Wealth Management
New Hampshire
$916K +$164K +2,616 +23%
SIC
1103
Sigma Investment Counselors
Michigan
$915K
BHWM
1104
Beaird Harris Wealth Management
Texas
$911K +$788K +12,552 +999%
OA
1105
Oxbow Advisors
Texas
$897K
Lazard Asset Management
1106
Lazard Asset Management
New York
$897K
MPCG
1107
Matrix Private Capital Group
New York
$890K
GWAM
1108
Guardian Wealth Advisors (Minnesota)
Minnesota
$888K -$25.9K -412 -3%
ORC
1109
O'Rourke & Company
Massachusetts
$887K +$65.8K +1,048 +8%
GIA
1110
Goodwin Investment Advisory
Georgia
$886K -$2.26K -36 -0.3%
FFA
1111
Fragasso Financial Advisors
Pennsylvania
$871K +$50.7K +808 +7%
NAM
1112
NTV Asset Management
West Virginia
$867K
TIA
1113
Traphagen Investment Advisors
New Jersey
$866K -$1.51K -24 -0.2%
EAM
1114
Evanson Asset Management
California
$866K -$121K -1,924 -13%
GC
1115
Garde Capital
Washington
$866K +$14.8K +236 +2%
SHFA
1116
SC&H Financial Advisors
Maryland
$866K
PWA
1117
Peterson Wealth Advisors
Utah
$858K -$16.1K -256 -2%
LPT
1118
Legacy Private Trust
Wisconsin
$855K -$37.4K -596 -4%
Deutsche Bank
1119
Deutsche Bank
Germany
$855K
AI
1120
Accredited Investors
Minnesota
$845K +$63K +1,004 +9%
GWM
1121
GDS Wealth Management
Texas
$844K -$14.8M -236,232 -95%
HAS
1122
HBW Advisory Services
California
$844K -$24.6K -392 -3%
ALC
1123
Alexander Labrunerie & Co
Missouri
$842K -$6.53K -104 -0.8%
KTA
1124
Keeley-Teton Advisors
Illinois
$841K +$10.3K +164 +1%
MWC
1125
MBM Wealth Consultants
Missouri
$836K -$39.2K -624 -5%