We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1276
First Personal Financial Services
North Carolina
$60K – – –
DAC
1277
Dividend Assets Capital
South Carolina
$59K -$1.21K -20 -2%
PMFA
1278
Plante Moran Financial Advisors
Michigan
$58K -$4.11K -68 -6%
FFA
1279
Freedman Financial Associates
Massachusetts
$57K – – –
BCM
1280
Birch Capital Management
Texas
$54K – – –
BCPWM
1281
Bradley & Co Private Wealth Management
Florida
$52K – – –
KFI
1282
Key Financial Inc
Pennsylvania
$51K – – –
WFA
1283
WestHill Financial Advisors
California
$50K +$51K +844 New
DWA
1284
Dougherty Wealth Advisers
Minnesota
$47K – – –
MIM
1285
MTM Investment Management
South Carolina
$46K – – –
JFGIW
1286
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
OSNBOA
1287
Old Second National Bank of Aurora
Illinois
$45K – – –
AWM
1288
Activest Wealth Management
Florida
$44K +$44.5K +736 New
BA
1289
Ballast Advisors
Minnesota
$43K – – –
HF
1290
Halpern Financial
Virginia
$42.6K – – –
HI
1291
Hudock Inc
Pennsylvania
$42K +$6.04K +100 +16%
LWA
1292
Lenox Wealth Advisors
New York
$39K – – –
KPCM
1293
Kings Point Capital Management
New York
$39K +$39.4K +652 New
GI
1294
Gradient Investments
Minnesota
$38K – – –
ARIS
1295
Advanced Research Investment Solutions
California
$37.9K – – –
LIA
1296
LS Investment Advisors
Michigan
$37K – – –
BDWM
1297
Brewin Dolphin Wealth Management
Ireland
$36.7K – – –
CFO
1298
CVA Family Office
Colorado
$35K -$116K -1,912 -71%
OCM
1299
Orion Capital Management
California
$34K – – –
AWM
1300
Atticus Wealth Management
Florida
$34K +$17.6K +292 +101%
50 51
52
53 54