We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1676
GK Wealth Management
Nevada
$320K +$41.6K +620 +14%
AA
1677
Argent Advisors
Louisiana
$320K -$10.7K -160 -3%
KPP
1678
Kings Path Partners
Texas
$320K +$268 +4 +0.1%
CBT
1679
Crews Bank & Trust
Florida
$320K -$4.03K -60 -1%
CT
1680
Clearstead Trust
Maine
$318K -$32.7K -488 -9%
FMTCOCP
1681
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K -$4.83K -72 -1%
HP
1682
HT Partners
Connecticut
$317K – – –
ACP
1683
Aviance Capital Partners
Florida
$316K +$328K +4,892 New
BCA
1684
Bay Capital Advisors
Virginia
$316K -$147K -2,184 -31%
CIA
1685
Cladis Investment Advisory
Montana
$316K – – –
CFG
1686
Cooper Financial Group
California
$315K +$18.8K +280 +6%
FFBTD
1687
First Financial Bank - Trust Division
Ohio
$315K -$537 -8 -0.2%
CSIC
1688
Clifford Swan Investment Counsel
California
$314K +$15.6K +232 +5%
GFA
1689
Grunden Financial Advisory
Texas
$310K – – –
YIA
1690
YHB Investment Advisors
Connecticut
$310K – – –
OPA
1691
Old Port Advisors
Maine
$310K -$15.8K -236 -5%
SFC
1692
SYM Financial Corp
Indiana
$309K -$25.5K -380 -7%
MGWA
1693
Monument Group Wealth Advisors
Massachusetts
$308K +$320K +4,768 New
BSA
1694
Braun Stacey Associates
New York
$308K +$111K +1,648 +53%
SFS
1695
Sharp Financial Services
Pennsylvania
$308K – – –
PWP
1696
Private Wealth Partners
California
$307K – – –
IWMA
1697
Ironwood Wealth Management (Arizona)
Arizona
$307K +$19.9K +296 +7%
GWS
1698
Glassman Wealth Services
Virginia
$306K +$805 +12 +0.3%
PP
1699
Prosperity Planning
Missouri
$305K – – –
WTA
1700
Washington Trust Advisors
Massachusetts
$305K +$36.8K +548 +13%
66 67
68
69 70