We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1701
Argent Advisors
Louisiana
$362K – – –
DJYG
1702
David J. Yvars Group
Florida
$361K -$4.31K -60 -1%
BSA
1703
Braun Stacey Associates
New York
$360K +$38.8K +540 +12%
CWM
1704
Cahaba Wealth Management
Georgia
$360K +$107K +1,488 +44%
MWM
1705
Mindset Wealth Management
Indiana
$360K – – –
ACP
1706
Aviance Capital Partners
Florida
$359K – – –
RPWA
1707
Regent Peak Wealth Advisors
Georgia
$359K +$351K +4,888 New
PCA
1708
Providence Capital Advisors
North Carolina
$359K -$575 -8 -0.2%
FFBTD
1709
First Financial Bank - Trust Division
Ohio
$357K – – –
CSIC
1710
Clifford Swan Investment Counsel
California
$357K +$862 +12 +0.2%
AG
1711
AmeriFlex Group
Nevada
$357K +$63.5K +884 +22%
FFA
1712
Frazier Financial Advisors
Ohio
$354K -$6.32K -88 -2%
OWMIAS
1713
One Wealth Management Investment & Advisory Services
Florida
$353K -$22.7K -316 -6%
MCC
1714
Money Concepts Capital
Florida
$353K +$12.6K +176 +4%
GFA
1715
Grunden Financial Advisory
Texas
$352K – – –
KPP
1716
Kings Path Partners
Texas
$352K -$11.5K -160 -3%
CCM
1717
Cambridge Capital Management
Illinois
$351K +$9.19K +128 +3%
AIA
1718
Ally Invest Advisors
North Carolina
$351K +$14.1K +196 +4%
YIA
1719
YHB Investment Advisors
Connecticut
$351K – – –
SVWG
1720
Shared Vision Wealth Group
United States
$350K +$345K +4,800 New
GPW
1721
Genesis Private Wealth
Virginia
$350K – – –
PWP
1722
Private Wealth Partners
California
$349K – – –
HP
1723
HT Partners
Connecticut
$348K -$11.5K -160 -3%
WIP
1724
WealthCare Investment Partners
Rhode Island
$348K +$49.7K +692 +17%
CHJWM
1725
Carlton Hofferkamp & Jenks Wealth Management
Texas
$347K – – –
67 68
69
70 71