We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fiduciary Alliance
South Carolina
$521K -$17.3K -324 -3%
ACM
1227
Advance Capital Management
Michigan
$521K -$30.3K -568 -6%
MWP
1228
Meridian Wealth Partners
Pennsylvania
$520K +$1.71K +32 +0.4%
MWA
1229
MN Wealth Advisors
Kansas
$518K +$476K +8,900 New
CT
1230
Colonial Trust
South Carolina
$516K +$26.7K +500 +6%
SFG
1231
Sunburst Financial Group
Alabama
$515K -$2.35K -44 -0.5%
T
1232
TCWP
Ohio
$513K +$471K +8,816 New
LMKC
1233
L.M. Kohn & Company
Ohio
$512K +$172K +3,212 +57%
TI
1234
Trexquant Investment
Connecticut
$509K -$505K -9,452 -52%
WCM
1235
Winthrop Capital Management
Indiana
$509K +$468K +8,752 New
LOPW
1236
Live Oak Private Wealth
North Carolina
$509K – – –
SAM
1237
Sequent Asset Management
Texas
$509K +$467K +8,748 New
KCM
1238
Kennicott Capital Management
California
$504K -$214 -4 -0%
FWP
1239
Falcon Wealth Planning
California
$504K +$5.56K +104 +1%
PP
1240
Pegasus Partners
Wisconsin
$503K +$43.6K +816 +10%
NA
1241
Nottingham Advisors
New York
$503K – – –
OC
1242
Oakworth Capital
Alabama
$501K -$3.21K -60 -0.7%
NCFG
1243
New Century Financial Group
New Jersey
$500K +$459K +8,600 New
FF
1244
Francis Financial
$498K – – –
GP
1245
Girard Partners
Pennsylvania
$497K +$232K +4,348 +104%
JCM
1246
Jacobi Capital Management
Pennsylvania
$496K +$90.4K +1,692 +25%
BCM
1247
Basso Capital Management
Connecticut
$494K – – –
MWM
1248
Modern Wealth Management
Kansas
$494K +$454K +8,492 New
SWPG
1249
Strategic Wealth Partners Group
Illinois
$491K -$29.3K -548 -6%
FA
1250
Financial Alternatives
California
$491K -$40.2K -752 -8%
48 49
50
51 52