We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MM
126
Meridian Management
Arkansas
$9.55M +$179K +4,648 +2%
JFA
127
JNBA Financial Advisors
Minnesota
$9.46M -$2.1M -54,592 -19%
MIM
128
Miller Investment Management
Pennsylvania
$9.45M +$22.3K +580 +0.2%
SWM
129
SVA Wealth Management
Wisconsin
$9.41M -$267K -6,932 -3%
BI
130
Ballast Inc
Kentucky
$9.36M -$874K -22,728 -9%
FSWA
131
Financial Synergies Wealth Advisors
Texas
$9.05M +$8.66M +225,088 New
JGIA
132
Jackson Grant Investment Advisers
Connecticut
$9M +$250K +6,512 +3%
CRC
133
Curi RMB Capital
Illinois
$8.9M -$45.4K -1,180 -0.5%
WTC
134
WhitTier Trust Company
Nevada
$8.74M +$55.7K +1,448 +0.7%
APSP
135
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.74M +$269K +6,984 +3%
TCM
136
Twele Capital Management
Minnesota
$8.63M -$42.2K -1,096 -0.5%
WP
137
WMS Partners
Maryland
$8.61M -$762K -19,800 -8%
CFGF
138
Compass Financial Group (Florida)
Florida
$8.48M -$103K -2,680 -1%
NHC
139
Nicholas Hoffman & Company
Georgia
$8.42M -$1.02M -26,500 -11%
CS
140
Comerica Securities
Michigan
$8.4M +$177K +4,612 +2%
Northern Trust
141
Northern Trust
Illinois
$8.29M -$2.6M -67,516 -25%
CB
142
Chemical Bank
Michigan
$8.23M +$142K +3,696 +2%
SRC
143
Sage Rhino Capital
California
$8.14M +$7.79M +202,492 New
WIC
144
Woodmont Investment Counsel
Tennessee
$8.1M +$177K +4,604 +2%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$7.97M +$45.1K +1,172 +0.6%
CB
146
Cadence Bank
Mississippi
$7.92M +$264K +6,876 +4%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$7.9M +$1.81M +46,932 +54%
SWP
148
Stratos Wealth Partners
Ohio
$7.82M -$258K -6,696 -3%
AC
149
Alexandria Capital
Virginia
$7.74M +$144K +3,736 +2%
BAMG
150
Brand Asset Management Group
Missouri
$7.71M +$29.2K +760 +0.4%