VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1176
Fermata Advisors
California
$1.54M +$44.3K +572 +3%
RFW
1177
Redwood Family Wealth
Texas
$1.53M -$48.5K -626 -3%
CPC
1178
CFC Planning Company
Indiana
$1.53M +$127K +1,644 +9%
FAT
1179
First American Trust
California
$1.53M -$2.48K -32 -0.2%
HPC
1180
HM Payson & Co
Maine
$1.52M – – –
CD
1181
Chapin Davis
Maryland
$1.51M +$4.73K +61 +0.3%
ADL
1182
Asset Dedication LLC
California
$1.51M -$9.3K -120 -0.6%
MFG
1183
Mosaic Financial Group
Illinois
$1.51M +$1.16K +15 +0.1%
Fiera Capital (Canada)
1184
Fiera Capital (Canada)
Quebec, Canada
$1.51M -$136K -1,748 -9%
SWA
1185
Strategies Wealth Advisors
Michigan
$1.5M +$43.6K +563 +3%
GSWM
1186
Golden State Wealth Management
California
$1.5M +$6.05K +78 +0.4%
LWM
1187
Level Wealth Management
North Carolina
$1.5M +$1.08K +14 +0.1%
PPL
1188
Planning Project LLC
Texas
$1.5M +$1.41M +18,239 New
GC
1189
Gilbert & Cook
Iowa
$1.49M -$41.9K -540 -3%
MAWA
1190
Moss Adams Wealth Advisors
Washington
$1.48M – – –
ECM
1191
Evergreen Capital Management
Washington
$1.48M – – –
LWM
1192
LJI Wealth Management
Indiana
$1.48M -$23.5K -303 -2%
QFP
1193
Quantum Financial Partners
Kansas
$1.47M +$1.42M +18,292 New
ECM
1194
EagleClaw Capital Management
Massachusetts
$1.47M – – –
SL
1195
Sentinus LLC
Illinois
$1.47M +$1.41M +18,206 New
PPF
1196
Pacific Park Financial
California
$1.46M +$364K +4,698 +35%
PGA
1197
Portland Global Advisors
Maine
$1.46M -$167K -2,150 -11%
CWMGP
1198
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.46M -$10.6K -137 -0.8%
PCA
1199
Pallas Capital Advisors
Massachusetts
$1.46M -$125K -1,615 -8%
GC
1200
Granville Capital
North Carolina
$1.46M +$1.94K +25 +0.1%