We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1551
Cobblestone Capital Advisors
New York
$455K +$75.4K +1,148 +21%
WI
1552
Westbourne Investments
Virginia
$454K
FBC
1553
Fairfield, Bush & Co
Connecticut
$451K -$9.71K -148 -2%
OW
1554
Olistico Wealth
Oklahoma
$450K -$8.66K -132 -2%
OCG
1555
Opus Capital Group
Ohio
$449K +$44.6K +680 +12%
AIC
1556
Allodium Investment Consultants
Minnesota
$448K
CPW
1557
Cove Private Wealth
New York
$448K
STA
1558
Summit Trail Advisors
New York
$447K +$418K +6,364 New
FFG
1559
Fortem Financial Group
California
$447K
JPLA
1560
Joseph P. Lucia & Associates
New York
$446K -$32.3K -492 -7%
SIC
1561
Sigma Investment Counselors
Michigan
$445K +$7.09K +108 +2%
CIA
1562
Cladis Investment Advisory
Montana
$445K +$97.1K +1,480 +30%
AF
1563
Apexium Financial
Texas
$445K
SXL
1564
Summit X LLC
Missouri
$444K +$208K +3,172 +100%
GSF
1565
Grove Street Fiduciary
New Hampshire
$441K -$200K -3,044 -33%
ACM
1566
Allred Capital Management
Texas
$440K +$15.8K +240 +4%
MCM
1567
MontVue Capital Management
Virginia
$440K
JPG
1568
Jordan Park Group
California
$439K
Allspring Global Investments
1569
Allspring Global Investments
North Carolina
$439K +$58.6K +892 +17%
RMP
1570
Richards, Merrill & Peterson
Washington
$438K +$60.7K +924 +17%
LTL
1571
Lowery Thomas LLC
California
$438K +$44.4K +676 +12%
CPC
1572
CFC Planning Company
Indiana
$437K +$43.6K +664 +12%
HC
1573
Hoese & Co
Minnesota
$437K +$118K +1,800 +41%
BFG
1574
Berger Financial Group
Minnesota
$436K +$2.63K +40 +0.6%
SDH
1575
Sloy Dahl & Holst
Washington
$436K +$16.5K +252 +4%