We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
EPG Wealth Management
Georgia
$389K – – –
SIAG
1152
Safeguard Investment Advisory Group
California
$388K +$1.25K +20 +0.3%
MFG
1153
Monumental Financial Group
Maryland
$387K – – –
SB
1154
Sunflower Bank
Texas
$386K – – –
WA1
1155
Wimmer Associates 1
California
$386K – – –
CFA
1156
CWS Financial Advisors
Michigan
$386K +$380K +6,068 New
HVP
1157
Hudson Value Partners
Florida
$384K +$31.3K +500 +9%
KW
1158
KWB Wealth
California
$381K – – –
HS
1159
Horan Securities
United States
$380K +$374K +5,964 New
FPCM
1160
Financial Partners Capital Management
New York
$380K – – –
CWM
1161
Congress Wealth Management
Massachusetts
$379K +$373K +5,948 New
CWM
1162
Chicago Wealth Management
Illinois
$378K +$2.26K +36 +0.6%
TSWM
1163
Tyler-Stone Wealth Management
Ohio
$378K +$372K +5,932 New
LTL
1164
Lowery Thomas LLC
California
$378K +$372K +5,936 New
BTWM
1165
Baker Tilly Wealth Management
Wisconsin
$377K +$22.1K +352 +6%
DGI
1166
Disciplined Growth Investors
Minnesota
$373K +$367K +5,856 New
SCA
1167
Stonebridge Capital Advisors
Minnesota
$372K -$5.01K -80 -1%
RFA
1168
Reilly Financial Advisors
California
$370K -$8.27K -132 -2%
AP
1169
Adero Partners
California
$370K +$364K +5,804 New
CCM
1170
Crew Capital Management
Ohio
$369K – – –
GF
1171
Gries Financial
Ohio
$369K – – –
RC
1172
RegentAtlantic Capital
New Jersey
$369K +$26.8K +428 +8%
FAT
1173
First American Trust
California
$368K -$28.8K -460 -7%
EW
1174
Evoke Wealth
California
$362K – – –
WF
1175
Wayfinding Financial
Washington
$362K +$406K +6,476 New
45 46
47
48 49