We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1251
Regent Peak Wealth Advisors
Georgia
$309K +$213 +4 +0.1%
SFM
1252
Signet Financial Management
New Jersey
$308K -$84.3K -1,584 -21%
MFG
1253
MidWestOne Financial Group
Iowa
$308K -$6.17K -116 -2%
ASFA
1254
All Season Financial Advisors
Colorado
$308K +$5.53K +104 +2%
EAM
1255
Evanson Asset Management
California
$307K +$426 +8 +0.1%
MWP
1256
Meridian Wealth Partners
Pennsylvania
$306K -$41.7K -784 -12%
SB
1257
Sunflower Bank
Texas
$306K -$14K -264 -4%
KW
1258
KWB Wealth
California
$304K – – –
LMKC
1259
L.M. Kohn & Company
Ohio
$304K -$2.13K -40 -0.7%
NB
1260
NBT Bank
New York
$304K +$77.7K +1,460 +34%
WA1
1261
Wimmer Associates 1
California
$304K -$10.6K -200 -3%
CAM
1262
Congress Asset Management
Massachusetts
$301K – – –
SFS
1263
Strategic Financial Services
New York
$301K +$303K +5,700 New
HVP
1264
Hudson Value Partners
Florida
$300K – – –
CCM
1265
Crew Capital Management
Ohio
$300K -$110K -2,076 -27%
FPCP
1266
Fort Point Capital Partners
California
$298K +$21.9K +412 +8%
CAM
1267
Concorde Asset Management
Michigan
$297K +$1.28K +24 +0.4%
WAM
1268
WealthTrust Asset Management
Florida
$297K -$18.3K -344 -6%
PCH
1269
PGIM Custom Harvest
New Jersey
$297K -$127K -2,380 -30%
FIB
1270
First Interstate Bank
Montana
$296K +$426 +8 +0.1%
TCWM
1271
Total Clarity Wealth Management
Illinois
$295K -$65.1K -1,224 -18%
TA
1272
TKG Advisors
Indiana
$295K -$51.9K -976 -15%
SIM
1273
Sterling Investment Management
Arizona
$294K – – –
BMD
1274
Better Money Decisions
New Mexico
$294K +$426 +8 +0.1%
WFS
1275
Weitzel Financial Services
Iowa
$294K -$16.4K -308 -5%
49 50
51
52 53