We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1376
Plante Moran Financial Advisors
Michigan
$112K +$65.9K +1,220 +116%
PP
1377
Pacifica Partners
Canada
$111K +$216 +4 +0.2%
PAIM
1378
Punch & Associates Investment Management
Minnesota
$110K – – –
CB
1379
Community Bank
New York
$108K – – –
SC
1380
Solstein Capital
California
$106K – – –
LB
1381
Legacy Bridge
Iowa
$105K – – –
WTA
1382
Washington Trust Advisors
Massachusetts
$102K +$55.3K +1,024 +98%
PWC
1383
PYA Waltman Capital
Tennessee
$101K – – –
MWP
1384
MYCIO Wealth Partners
Pennsylvania
$100K – – –
RG
1385
Retirement Group
California
$94K +$37.6K +696 +57%
CWM
1386
Castle Wealth Management
Florida
$94K +$103K +1,904 New
TC
1387
Trust Company
Kansas
$93K +$15.8K +292 +18%
MAM
1388
Meeder Asset Management
Ohio
$91K -$56.4K -1,044 -36%
LF
1389
Lee Financial
Texas
$87K – – –
MFC
1390
Morris Financial Concepts
South Carolina
$87K +$216 +4 +0.2%
FNBOSM
1391
First National Bank of South Miami
Florida
$85K – – –
GFPC
1392
Global Financial Private Client
Florida
$84.4K – – –
FRA
1393
Front Row Advisors
California
$84K – – –
SN
1394
Sittner & Nelson
Oregon
$82K – – –
STCOSD
1395
Sageworth Trust Company of South Dakota
South Dakota
$80K – – –
BHWM
1396
Beaird Harris Wealth Management
Texas
$79K – – –
CS
1397
Credit Suisse
Switzerland
$78K +$85.8K +1,588 New
LWANC
1398
Laurel Wealth Advisors (North Carolina)
North Carolina
$76K – – –
HFA
1399
HC Financial Advisors
California
$76K +$15.3K +284 +23%
TFP
1400
Tilia Fiduciary Partners
North Carolina
$74K – – –
54 55
56
57 58