We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1551
Cora Capital Advisors
New Jersey
$487K +$287 +4 +0.1%
NGA
1552
Naples Global Advisors
Florida
$486K – – –
SDH
1553
Sloy Dahl & Holst
Washington
$486K +$27.9K +388 +6%
HWM
1554
Heirloom Wealth Management
Colorado
$485K – – –
FWA
1555
FSM Wealth Advisors
Ohio
$485K – – –
TC
1556
TownSquare Capital
Utah
$485K – – –
NCG
1557
Newport Capital Group
New Jersey
$483K – – –
ET
1558
Equitable Trust
Tennessee
$483K – – –
AC
1559
Avestar Capital
New York
$481K +$150K +2,092 +47%
VPP
1560
Vertex Planning Partners
Illinois
$480K – – –
IIM
1561
InTrack Investment Management
Vermont
$478K -$553K -7,700 -54%
BCM
1562
Becker Capital Management
Oregon
$478K -$27.3K -380 -6%
OAS
1563
Optivise Advisory Services
Tennessee
$478K -$313K -4,360 -40%
RWA
1564
River Wealth Advisors
Pennsylvania
$478K -$1.72K -24 -0.4%
OCG
1565
Opus Capital Group
Ohio
$477K +$5.75K +80 +1%
RFN
1566
Redwood Financial Network
Ohio
$477K -$88.2K -1,228 -16%
RW
1567
RVW Wealth
California
$476K -$9.48K -132 -2%
APA
1568
Astoria Portfolio Advisors
New York
$476K +$575 +8 +0.1%
GWM
1569
GDS Wealth Management
Texas
$474K -$37.6K -524 -8%
FBC
1570
Fairfield, Bush & Co
Connecticut
$474K – – –
EFG
1571
Elm3 Financial Group
Georgia
$472K +$36.8K +512 +9%
CCA
1572
Cobblestone Capital Advisors
New York
$472K -$5.75K -80 -1%
E
1573
EntreWealth
Texas
$472K +$461K +6,424 New
AIC
1574
Allodium Investment Consultants
Minnesota
$471K +$862 +12 +0.2%
CPW
1575
Cove Private Wealth
New York
$470K – – –
61 62
63
64 65