We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1426
Financial Alternatives
California
$620K – – –
SWM
1427
Selective Wealth Management
Virginia
$619K -$575 -8 -0.1%
IAMOG
1428
Investors Asset Management of Georgia
Georgia
$619K +$136K +1,900 +29%
AAS
1429
Annex Advisory Services
Wisconsin
$619K -$88.5K -1,232 -13%
CGPCS
1430
Capital Group Private Client Services
California
$619K +$253K +3,528 +72%
WB
1431
Webster Bank
Connecticut
$619K -$9.77K -136 -2%
PCM
1432
Prospera Capital Management
Arizona
$618K – – –
CPC
1433
CFC Planning Company
Indiana
$617K +$155K +2,164 +35%
BFC
1434
Bedel Financial Consulting
Indiana
$616K +$43.7K +608 +8%
NPFS
1435
Novak & Powell Financial Services
Florida
$613K +$363K +5,048 +153%
GP
1436
Geneva Partners
Wisconsin
$613K +$111K +1,544 +23%
MPI
1437
Mairs & Power Inc
Minnesota
$613K -$319K -4,440 -50%
UIM
1438
Unified Investment Management
Georgia
$611K – – –
CAM
1439
Clark Asset Management
New Hampshire
$611K +$56.6K +788 +10%
MA
1440
MAS Advisors
Florida
$610K +$6.89K +96 +1%
EB
1441
Eastern Bank
Massachusetts
$610K – – –
LWM
1442
Lodestone Wealth Management
Washington
$610K +$1.44K +20 +0.2%
GI
1443
GAMCO Investors
Connecticut
$610K -$4.88K -68 -0.8%
MP
1444
Moment Partners
California
$608K -$2.01K -28 -0.3%
KCM
1445
Kennicott Capital Management
California
$605K -$30.7K -428 -5%
EPP
1446
ETF Portfolio Partners
Kansas
$605K +$49.4K +688 +9%
GWM
1447
GSB Wealth Management
Connecticut
$603K +$8.9K +124 +2%
CA
1448
CGN Advisors
Kansas
$602K -$37.9K -528 -6%
MAG
1449
Mayfair Advisory Group
Alabama
$601K – – –
SWA
1450
Sightline Wealth Advisors
Connecticut
$599K -$90.2K -1,256 -13%
56 57
58
59 60