We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Blossom Wealth Management
California
$488K +$35.2K +672 +8%
GGS
1127
Galvin Gaustad & Stein
Arizona
$486K -$16.6K -316 -3%
PI
1128
PFG Investments
New York
$485K +$5.45K +104 +1%
LWM
1129
Lyell Wealth Management
California
$484K – – –
VFPW
1130
Vantage Financial Partners (Wisconsin)
Wisconsin
$481K -$38.6K -736 -8%
KCM
1131
Kennicott Capital Management
California
$477K +$909K +17,348 +200%
SFP
1132
Sterling Financial Planning
New Jersey
$477K -$15.1K -288 -3%
PAG
1133
Private Advisory Group
Washington
$475K -$1.89K -36 -0.4%
GIA
1134
Goodwin Investment Advisory
Georgia
$473K +$311K +5,932 +223%
BFA
1135
Buttonwood Financial Advisors
Maryland
$473K +$450K +8,588 New
HIA
1136
Harbor Investment Advisory
Maryland
$473K – – –
NA
1137
Nottingham Advisors
New York
$471K +$21.4K +408 +5%
TIA
1138
Traphagen Investment Advisors
New Jersey
$471K -$37.3K -712 -8%
BCM
1139
Basso Capital Management
Connecticut
$468K – – –
LRIA
1140
Leonard Rickey Investment Advisors
Washington
$468K -$36.9K -704 -8%
FA
1141
Financial Alternatives
California
$465K – – –
CCM
1142
Carlson Capital Management
Minnesota
$463K – – –
PSF
1143
Pacific Sun Financial
California
$463K +$460K +8,776 New
CT
1144
Colonial Trust
South Carolina
$463K +$3.56K +68 +0.8%
APCM
1145
Alaska Permanent Capital Management
Alaska
$462K +$440K +8,400 New
NFP
1146
NorthLanding Financial Partners
New York
$461K -$270K -5,152 -38%
IAS
1147
Insigneo Advisory Services
Florida
$460K +$438K +8,352 New
MWM
1148
Mascoma Wealth Management
New Hampshire
$458K +$143K +2,732 +50%
PFWA
1149
Paces Ferry Wealth Advisors
Georgia
$458K +$1.47K +28 +0.3%
T
1150
TNF
Montana
$457K -$26.4K -504 -6%
44 45
46
47 48