We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1226
Stonebridge Financial Planning Group
Florida
$588K +$167K +2,824 +43%
HA
1227
Herold Advisors
New York
$586K -$67.4K -1,140 -11%
FBT
1228
First Bank & Trust
South Dakota
$582K +$551K +9,320 New
MWA
1229
Moser Wealth Advisors
Washington
$578K – – –
AAS
1230
Annex Advisory Services
Wisconsin
$578K +$547K +9,260 New
STB
1231
S&T Bank
Pennsylvania
$578K -$5.91K -100 -1%
RCA
1232
Ranch Capital Advisors
Florida
$577K -$709 -12 -0.1%
GKIM
1233
GW&K Investment Management
Massachusetts
$575K – – –
BBPWM
1234
Blue Bell Private Wealth Management
Pennsylvania
$573K -$3.78K -64 -0.7%
QCM
1235
Quantinno Capital Management
New York
$573K -$438K -7,412 -45%
AG
1236
Ascent Group
Virginia
$573K +$91.2K +1,544 +20%
IGWM
1237
ICA Group Wealth Management
Colorado
$572K +$473 +8 +0.1%
AWM
1238
Accel Wealth Management
Iowa
$571K +$946 +16 +0.2%
WIC
1239
Willis Investment Counsel
Georgia
$569K – – –
DPI
1240
Diversified Portfolios Inc
Michigan
$567K -$15.6K -264 -3%
KLI
1241
Kelman-Lazarov Inc
Tennessee
$567K -$4.49K -76 -0.8%
WP
1242
Westmount Partners
California
$563K +$1.66K +28 +0.3%
LWM
1243
Lodestone Wealth Management
Washington
$562K -$3.78K -64 -0.7%
WLPWM
1244
Walled Lake Planning & Wealth Management
Illinois
$558K +$123K +2,088 +31%
NA
1245
Nottingham Advisors
New York
$557K +$16.1K +272 +3%
FSG
1246
Financial Strategies Group
Michigan
$557K -$19.1K -324 -3%
T
1247
TCWP
Ohio
$551K – – –
SWM
1248
Silverlake Wealth Management
Vermont
$549K -$27.4K -464 -5%
FWP
1249
Falcon Wealth Planning
California
$549K +$7.09K +120 +1%
MWP
1250
Meridian Wealth Partners
Pennsylvania
$548K -$9.69K -164 -2%
48 49
50
51 52