We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1501
BIP Wealth
Georgia
$659K -$14K -192 -2%
AWM
1502
Angeles Wealth Management
California
$658K -$33.5K -460 -5%
JIP
1503
Jaffetilchin Investment Partners
Florida
$657K +$72.7K +1,000 +12%
LRIA
1504
Leonard Rickey Investment Advisors
Washington
$655K -$5.24K -72 -0.8%
NWM
1505
Nolet Wealth Management
Texas
$653K +$655K +9,000 New
HHAA
1506
Henry H. Armstrong Associates
Pennsylvania
$652K – – –
PEA
1507
Park Edge Advisors
Ohio
$651K -$26.2K -360 -4%
HFS
1508
Heritage Financial Services
Massachusetts
$650K -$63.7K -876 -9%
CFG
1509
Carr Financial Group
Massachusetts
$650K +$258K +3,548 +66%
DP
1510
Divergent Planning
Maryland
$646K -$51.8K -712 -7%
PCA
1511
Purkiss Capital Advisors
Connecticut
$643K +$18.9K +260 +3%
WMN
1512
Wealth Management Nebraska
Nebraska
$643K +$18.9K +260 +3%
UW
1513
Unique Wealth
Florida
$640K -$4.37K -60 -0.7%
SFC
1514
Swisher Financial Concepts
Ohio
$640K -$5.82K -80 -0.9%
SAM
1515
Sequent Asset Management
Texas
$635K – – –
WCM
1516
Winthrop Capital Management
Indiana
$635K – – –
CMMS
1517
Comprehensive Money Management Services
Florida
$634K – – –
PWM
1518
Paulson Wealth Management
Illinois
$633K +$5.53K +76 +0.9%
SNBOSD
1519
Security National Bank of So Dak
Iowa
$632K – – –
DAS
1520
Diversify Advisory Services
Utah
$631K -$27.9K -384 -4%
SBF
1521
Sara-Bay Financial
Florida
$630K +$73.6K +1,012 +13%
FWA
1522
Fulcrum Wealth Advisors
Washington
$630K +$631K +8,680 New
BWM
1523
Birchcreek Wealth Management
Ohio
$628K +$291 +4 +0%
PSF
1524
Pacific Sun Financial
California
$627K +$9.89K +136 +2%
EB
1525
Eastern Bank
Massachusetts
$627K +$23.9K +328 +4%
59 60
61
62 63