We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1401
Coerente Capital Management
Ontario, Canada
$211K
PGIM
1402
Pacific Global Investment Management
California
$210K
CAP
1403
Columbia Advisory Partners
Washington
$209K -$58.3K -1,096 -22%
SC
1404
Searle & Co
Connecticut
$209K +$213K +4,000 New
FWP
1405
FAS Wealth Partners
Kansas
$209K -$37K -696 -15%
WA
1406
Wealthstream Advisors
New York
$209K -$1.28K -24 -0.6%
RIL
1407
Rothschild Investment LLC
Illinois
$208K
SI
1408
Saxon Interests
Texas
$206K -$38.3K -720 -16%
SFP
1409
Strategic Financial Planning
Texas
$206K +$207K +3,900 New
HIS
1410
Horizon Investment Services
Indiana
$205K +$207K +3,892 New
LFA
1411
Legacy Financial Advisors
Kentucky
$205K +$207K +3,888 New
ERWM
1412
Elk River Wealth Management
Colorado
$205K +$207K +3,884 New
JCM
1413
Janney Capital Management
Pennsylvania
$204K +$205K +3,860 New
JIP
1414
Jaffetilchin Investment Partners
Florida
$204K +$206K +3,868 New
HI
1415
Harper Investing
California
$203K -$257K -4,828 -56%
NWM
1416
Northwest Wealth Management
Iowa
$203K +$205K +3,844 New
WIP
1417
WealthCare Investment Partners
Rhode Island
$203K +$205K +3,844 New
CFAM
1418
Coury Firm Asset Management
Pennsylvania
$203K +$205K +3,844 New
CCA
1419
Cobblestone Capital Advisors
New York
$201K -$88.3K -1,660 -30%
VAS
1420
Vestmark Advisory Solutions
Massachusetts
$201K -$42.3K -796 -17%
TAM
1421
Tocqueville Asset Management
New York
$201K +$203K +3,808 New
ZB
1422
Zions Bancorporation
Utah
$200K
AWAG
1423
ARS Wealth Advisors Group
Florida
$200K -$77.2K -1,452 -28%
BlackRock
1424
BlackRock
New York
$197K -$39.4M -741,368 -99%
Barclays
1425
Barclays
United Kingdom
$193K