We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1276
Ehrlich Financial Group
California
$561K – – –
AFP
1277
Alpha Financial Partners
Kentucky
$561K +$534K +8,504 New
PFWA
1278
Paces Ferry Wealth Advisors
Georgia
$559K +$4.02K +64 +0.8%
JSW
1279
Journey Strategic Wealth
New Jersey
$559K +$23.4K +372 +5%
STB
1280
S&T Bank
Pennsylvania
$558K -$49K -780 -8%
AG
1281
Ascent Group
Virginia
$557K +$31.6K +504 +6%
FA
1282
Financial Alternatives
California
$557K – – –
SAW
1283
Signal Advisors Wealth
Michigan
$555K +$529K +8,420 New
WP
1284
WealthShield Partners
North Carolina
$552K +$279K +4,444 +113%
GSIS
1285
Global Strategic Investment Solutions
Arizona
$551K +$502 +8 +0.1%
LMKC
1286
L.M. Kohn & Company
Ohio
$546K +$184K +2,936 +55%
AWM
1287
Accel Wealth Management
Iowa
$544K +$1.26K +20 +0.2%
DCM
1288
DGS Capital Management
New Jersey
$544K -$81.6K -1,300 -14%
LWM
1289
Lodestone Wealth Management
Washington
$543K -$41.9K -668 -8%
LWM
1290
Lyell Wealth Management
California
$543K – – –
BIAS
1291
Beacon Investment Advisory Services
New Jersey
$541K +$62.8K +1,000 +14%
DFCM
1292
Dark Forest Capital Management
Puerto Rico
$540K +$514K +8,192 New
FFM
1293
Forum Financial Management
Illinois
$540K +$102K +1,632 +25%
WTFG
1294
Wells Trecaso Financial Group
Ohio
$538K – – –
PAM
1295
Palisade Asset Management
Minnesota
$537K – – –
MAG
1296
Mayfair Advisory Group
Alabama
$534K – – –
NPT
1297
Nixon Peabody Trust
Massachusetts
$533K – – –
CAM
1298
Clark Asset Management
New Hampshire
$532K +$507K +8,068 New
WEG
1299
World Equity Group
Illinois
$530K -$200K -3,180 -28%
RFN
1300
RDA Financial Network
Iowa
$530K -$62K -988 -11%
50 51
52
53 54