We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
151
Axiom Financial Strategies
Indiana
$27.1M +$3.14M +46,812 +13%
PFM
152
Phillips Financial Management
Indiana
$26.8M -$188K -2,796 -0.7%
CWM
153
Cranbrook Wealth Management
Michigan
$26.4M +$184K +2,736 +0.7%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$25.9M +$24.4M +363,736 +974%
PMG
155
ProVise Management Group
Florida
$25.6M +$1.09M +16,200 +4%
WT
156
Whittier Trust
California
$25.1M -$6.98K -104 -0%
SFS
157
Searcy Financial Services
Kansas
$25M +$516K +7,696 +2%
PFA
158
Pathway Financial Advisors
Vermont
$24.8M +$3.01M +44,788 +13%
GVAG
159
Great Valley Advisor Group
Delaware
$24.7M +$7.11M +105,900 +38%
Principal Financial Group
160
Principal Financial Group
Iowa
$24.6M +$11.1M +166,108 +77%
DJSG
161
D.J. St. Germain
Massachusetts
$24.2M -$257K -3,824 -1%
Brown Advisory
162
Brown Advisory
Maryland
$24.1M +$48K +716 +0.2%
BP
163
BCK Partners
New York
$24M +$219K +3,256 +0.9%
PCFFS
164
Pacific Center for Financial Services
California
$23.8M +$20.2M +300,788 +445%
RRA
165
Round Rock Advisors
Connecticut
$23.8M +$2.07M +30,836 +9%
AFA
166
American Financial Advisors
Georgia
$23.5M -$521K -7,768 -2%
FWI
167
Facet Wealth Inc
Maryland
$23.4M +$23.5M +350,508 +3,756%
SCM
168
SOL Capital Management
Maryland
$23.4M +$560K +8,340 +2%
WIC
169
Woodmont Investment Counsel
Tennessee
$23.3M +$380K +5,664 +2%
CTB
170
Country Trust Bank
Illinois
$23.3M -$1.34M -19,960 -5%
PFA
171
Pure Financial Advisors
California
$23.2M -$1.15M -17,108 -5%
OIA
172
OneDigital Investment Advisors
Kansas
$23M -$1.55M -23,132 -6%
GT
173
Glenview Trust
Kentucky
$22.8M +$210K +3,128 +0.9%
FSC
174
Full Sail Capital
Oklahoma
$22.8M +$405K +6,036 +2%
WTC
175
WhitTier Trust Company
Nevada
$22.7M -$46.7K -696 -0.2%