We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
Heartwood Wealth Advisors
Virginia
$26.1M -$2.82M -51,960 -10%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$25.8M +$1.43M +26,260 +6%
BP
103
BCK Partners
New York
$25.1M +$463K +8,540 +2%
CIC
104
Cutler Investment Counsel
Oregon
$24.8M -$1.5M -27,572 -6%
LCWP
105
Legacy Capital Wealth Partners
Arkansas
$24.8M -$74.2K -1,368 -0.3%
BCA
106
Berman Capital Advisors
Georgia
$24.6M +$1.37M +25,204 +6%
CWM
107
Cranbrook Wealth Management
Michigan
$24.5M +$238K +4,388 +1%
FVWA
108
Foster Victor Wealth Advisors
South Carolina
$24.4M -$534K -9,844 -2%
PFM
109
Phillips Financial Management
Indiana
$24M -$499K -9,204 -2%
SCA
110
Spearhead Capital Advisors
Florida
$23.7M +$61.4K +1,132 +0.3%
TPW
111
TL Private Wealth
Texas
$23.5M -$641K -11,812 -3%
AA
112
Ancora Advisors
Ohio
$23.1M +$3.65M +67,192 +19%
FWIA
113
Fort Washington Investment Advisors
Ohio
$22.8M -$541K -9,968 -2%
BI
114
Ballast Inc
Kentucky
$22.6M +$222K +4,088 +1%
Citigroup
115
Citigroup
New York
$22.4M +$6.26M +115,356 +40%
PCA
116
Personal Capital Advisors
California
$22.1M -$539K -9,940 -2%
BF
117
Blankinship & Foster
California
$22M +$6.45M +118,924 +43%
WT
118
Whittier Trust
California
$21.9M +$70.5K +1,300 +0.3%
AFS
119
Axiom Financial Strategies
Indiana
$21.9M -$6.37M -117,384 -23%
DP
120
Divergent Planning
Maryland
$21M +$24.3K +448 +0.1%
SFS
121
Searcy Financial Services
Kansas
$19.2M -$474K -8,728 -2%
WTC
122
WhitTier Trust Company
Nevada
$18.9M
RFC
123
Regions Financial Corp
Alabama
$18.5M +$780K +14,380 +4%
PWM
124
Praetorian Wealth Management
California
$18.1M -$3.26K -60 -0%
CAN
125
Cetera Advisor Networks
California
$18M +$972K +17,912 +6%