We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1726
Global Trust Asset Management
Florida
$205K – – –
CKAIS
1727
Christensen King & Associates Investment Services
Washington
$205K +$195K +3,112 New
KNFPWM
1728
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$204K +$194K +3,092 New
MCM
1729
Mattern Capital Management
Colorado
$203K +$193K +3,080 New
LSIA
1730
LaSalle St. Investment Advisors
Illinois
$203K +$193K +3,080 New
CWM
1731
Cahaba Wealth Management
Georgia
$203K +$193K +3,076 New
CWM
1732
C2C Wealth Management
Arizona
$203K +$194K +3,088 New
PPWM
1733
Perissos Private Wealth Management
Oklahoma
$202K +$193K +3,068 New
FWA
1734
FSM Wealth Advisors
Ohio
$201K +$191K +3,048 New
TA
1735
TKG Advisors
Indiana
$201K -$19.8K -316 -9%
TIM
1736
Tortoise Investment Management
New York
$199K – – –
SS
1737
Sunbelt Securities
Texas
$198K +$32.9K +524 +21%
BLC
1738
Brown, Lisle/Cummings
Rhode Island
$198K +$103K +1,636 +120%
CPA
1739
Capital Performance Advisors
California
$197K +$188K +2,992 New
HWA
1740
HHM Wealth Advisors
Tennessee
$195K – – –
VAG
1741
VisionPoint Advisory Group
Texas
$194K +$8.04K +128 +5%
SN
1742
Sittner & Nelson
Oregon
$194K – – –
PCA
1743
Providence Capital Advisors
North Carolina
$193K -$20.1K -320 -10%
GGI
1744
Godsey & Gibb Inc
Virginia
$192K – – –
FAM
1745
Flaharty Asset Management
Florida
$191K +$182K +2,892 New
SWM
1746
Sugarloaf Wealth Management
Georgia
$190K +$10K +160 +6%
RIL
1747
Rothschild Investment LLC
Illinois
$185K – – –
VWM
1748
Venturi Wealth Management
Texas
$181K +$36.9K +588 +27%
CPA
1749
Clear Point Advisors
New York
$180K +$55K +876 +47%
KFI
1750
Key Financial Inc
Pennsylvania
$179K – – –
68 69
70
71 72