We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1626
Premier Path Wealth Partners
New Jersey
$510K +$511K +7,028 New
GFG
1627
Grantvest Financial Group
New Jersey
$510K -$5.82K -80 -1%
SWA
1628
Sightline Wealth Advisors
Connecticut
$509K -$82.9K -1,140 -14%
SWP
1629
SIMA Wealth Partners
Virginia
$509K – – –
HSA
1630
HBK Sorce Advisory
Pennsylvania
$509K -$24.7K -340 -5%
NFP
1631
NorthLanding Financial Partners
New York
$508K -$3.78K -52 -0.7%
CCT
1632
Capital City Trust
Florida
$508K – – –
AWA
1633
Acorn Wealth Advisors
Michigan
$508K -$27.1K -372 -5%
TCM
1634
Tradewinds Capital Management
Washington
$507K +$3.78K +52 +0.7%
SRWM
1635
Shira Ridge Wealth Management
California
$506K -$8.15K -112 -2%
HA
1636
Huntleigh Advisors
Missouri
$506K -$6.4K -88 -1%
RMDI
1637
R.M. Davis Inc
Maine
$505K – – –
VP
1638
Verum Partners
North Carolina
$504K +$2.33K +32 +0.5%
CC
1639
Chicago Capital
Illinois
$502K -$43.4K -596 -8%
HKIMG
1640
Hutchens & Kramer Investment Management Group
Indiana
$502K -$57.9K -796 -10%
ITIM
1641
Indiana Trust & Investment Management
Indiana
$501K – – –
CICC
1642
Capital Investment Counsel (Colorado)
Colorado
$500K +$501K +6,884 New
EAM
1643
Everstar Asset Management
North Carolina
$498K – – –
AWP
1644
Accretive Wealth Partners
New Jersey
$497K – – –
HR
1645
Hardy Reed
Mississippi
$493K -$1.16K -16 -0.2%
HPBT
1646
Hickory Point Bank & Trust
Illinois
$493K – – –
SWRP
1647
Summit Wealth & Retirement Planning
California
$493K – – –
CPC
1648
Consolidated Planning Corp
Georgia
$493K +$3.78K +52 +0.8%
CW
1649
Channel Wealth
California
$491K -$87.9K -1,208 -15%
PMG
1650
Private Management Group
California
$491K – – –
64 65
66
67 68