We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRA
151
Round Rock Advisors
Connecticut
$20.2M +$234K +4,464 +1%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$19.7M +$1.65M +31,540 +10%
AWE
153
Avidian Wealth Enterprises
Texas
$19.6M +$4.07M +77,548 +28%
SFS
154
Searcy Financial Services
Kansas
$19.5M +$190K +3,628 +1%
Northern Trust
155
Northern Trust
Illinois
$19.5M +$885K +16,888 +5%
AWS
156
AJ Wealth Strategies
New York
$19.4M -$934K -17,808 -5%
LL
157
LWMG LLC
Minnesota
$19.3M +$929K +17,712 +5%
MM
158
Meridian Management
Arkansas
$19.1M +$140K +2,680 +0.8%
WTC
159
WhitTier Trust Company
Nevada
$18.8M
ANTB
160
AMG National Trust Bank
Colorado
$18.8M -$494K -9,420 -3%
KPWG
161
KFA Private Wealth Group
Virginia
$18.7M +$196K +3,748 +1%
PMG
162
ProVise Management Group
Florida
$18.7M +$213K +4,068 +1%
William Blair & Company
163
William Blair & Company
Illinois
$18.7M +$1.26M +23,972 +8%
IWC
164
Integrated Wealth Concepts
Massachusetts
$18.7M +$4.86M +92,740 +38%
SCM
165
SOL Capital Management
Maryland
$18.5M +$65K +1,240 +0.4%
WCWM
166
Wooster Corthell Wealth Management
Connecticut
$18.2M +$242K +4,624 +1%
AFA
167
American Financial Advisors
Georgia
$18.2M +$15.6M +298,076 +937%
PWM
168
Praetorian Wealth Management
California
$17.7M +$609K +11,608 +4%
RJT
169
Raymond James Trust
Florida
$17.5M +$1.45M +27,684 +10%
PIMG
170
Patriot Investment Management Group
Tennessee
$17.5M -$9.65K -184 -0.1%
FI
171
FIDELIS iM
Oregon
$17.3M +$228K +4,344 +1%
SAM
172
SP Asset Management
California
$17.1M +$1.01M +19,340 +7%
WB
173
WesBanco Bank
West Virginia
$17.1M +$580K +11,060 +4%
GT
174
Glenview Trust
Kentucky
$16.7M +$455K +8,676 +3%
CCM
175
Condor Capital Management
New Jersey
$16.5M +$147K +2,800 +0.9%