We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1701
YHB Investment Advisors
Connecticut
$334K -$1.31K -20 -0.4%
SFC
1702
SYM Financial Corp
Indiana
$334K
MIM
1703
MTM Investment Management
South Carolina
$334K +$57.5K +876 +22%
GPW
1704
Genesis Private Wealth
Virginia
$333K +$3.68K +56 +1%
PWP
1705
Private Wealth Partners
California
$332K
OPA
1706
Old Port Advisors
Maine
$332K -$3.15K -48 -1%
PP
1707
Prosperity Planning
Missouri
$330K
BSTWA
1708
Blake Schutter Theil Wealth Advisors
Ohio
$330K
CNBTD
1709
Citizens National Bank Trust Department
Mississippi
$329K
OPPS
1710
Obsidian Personal Planning Solutions
Maryland
$329K
SFG
1711
Snider Financial Group
Washington
$328K +$7.88K +120 +3%
KW
1712
KWB Wealth
California
$326K
CCM
1713
Cambridge Capital Management
Illinois
$325K
MCC
1714
Money Concepts Capital
Florida
$324K +$13.9K +212 +5%
FCT
1715
First Community Trust
Iowa
$323K +$22.8K +348 +8%
WA
1716
Wambolt & Associates
Colorado
$322K
BL
1717
BFSG LLC
California
$321K +$13.1K +200 +5%
WP
1718
WealthShield Partners
North Carolina
$321K -$179K -2,732 -37%
FFP
1719
FourThought Financial Partners
Florida
$321K
CAAM
1720
Cornerstone Advisors Asset Management
Pennsylvania
$321K -$148K -2,256 -33%
AIA
1721
Ally Invest Advisors
North Carolina
$321K +$301K +4,584 New
SW
1722
SkyOak Wealth
Michigan
$320K
LCWP
1723
Legacy Capital Wealth Partners
Arkansas
$319K -$112K -1,704 -6%
PAS
1724
PKS Advisory Services
New York
$318K
WFS
1725
Weitzel Financial Services
Iowa
$317K