We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
1426
Core Wealth Advisors (Florida)
Florida
$30K – – –
PA
1427
PSI Advisors
Florida
$30K – – –
SAM
1428
Selway Asset Management
$30K +$33.4K +640 New
AWM
1429
Atticus Wealth Management
Florida
$29K – – –
CNBTD
1430
Citizens National Bank Trust Department
Mississippi
$28K – – –
LDFR
1431
Lehman & Derafelo Financial Resources
Pennsylvania
$28K – – –
TIM
1432
Tortoise Investment Management
New York
$28K – – –
NIC
1433
Northwest Investment Counselors
Oregon
$28K +$30.7K +588 New
LSA
1434
Lansing Street Advisors
Pennsylvania
$28K +$30.9K +592 New
RCM
1435
Raleigh Capital Management
North Carolina
$28K +$31.4K +600 New
SIC
1436
SJS Investment Consulting
Ohio
$28K +$31.4K +600 New
OCM
1437
Orion Capital Management
California
$27K – – –
BCM
1438
Blume Capital Management
California
$26K – – –
AWM
1439
Aberdeen Wealth Management
Illinois
$25K +$10K +192 +56%
MA
1440
MCF Advisors
Kentucky
$24K – – –
BSSFA
1441
Baron Silver Stevens Financial Advisors
Florida
$24K +$187K +3,584 +7%
LPP
1442
Life Planning Partners
Florida
$23.1K – – –
OPW
1443
Oxler Private Wealth
New York
$23.1K – – –
AC
1444
Asio Capital
Kentucky
$23K – – –
CMP
1445
Coston McIsaac & Partners
Maine
$22K – – –
HBW
1446
Hazlett, Burt & Watson
West Virginia
$22K +$209 +4 +0.9%
FFA
1447
Fairfield Financial Advisors
Massachusetts
$20.5K +$22.8K +436 New
AWM
1448
AllSquare Wealth Management
New York
$19K – – –
AIA
1449
Armor Investment Advisors
North Carolina
$19K – – –
EK
1450
Evensky & Katz
Florida
$19K – – –
56 57
58
59 60