We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1726
FourThought Financial Partners
Florida
$430K +$297 +4 +0.1%
ML
1727
MLP3 LLC
New Jersey
$429K – – –
SWA
1728
Serenus Wealth Advisors
California
$429K – – –
MIM
1729
MTM Investment Management
South Carolina
$429K +$56.8K +764 +15%
OFS
1730
Opus Financial Solutions
Illinois
$428K -$82.9K -1,116 -16%
WCP
1731
Wealthcare Capital Partners
Pennsylvania
$428K +$9.21K +124 +2%
PIA
1732
Polaris Investment Advisors
Massachusetts
$427K – – –
AAMC
1733
Asset Allocation & Management Company
Illinois
$427K – – –
Y-Intercept (HK)
1734
Y-Intercept (HK)
Hong Kong
$426K +$440K +5,928 New
WCP
1735
Wick Capital Partners
Pennsylvania
$425K +$58.5K +788 +15%
TCM
1736
Traynor Capital Management
Pennsylvania
$424K +$449K +6,044 New
EWM
1737
EPG Wealth Management
Georgia
$423K – – –
WPC
1738
Waters Parkerson & Co
Louisiana
$423K – – –
BPFA
1739
Barnes Pettey Financial Advisors
Mississippi
$422K +$437K +5,876 New
AL
1740
ARWA LLC
Texas
$422K +$133K +1,784 +46%
FPI
1741
Financial Plan Inc
Washington
$420K +$435K +5,856 New
AMCA
1742
Arthur M. Cohen & Associates
Illinois
$420K – – –
AIC
1743
Allodium Investment Consultants
Minnesota
$416K -$19.9K -268 -4%
5NPW
1744
55 North Private Wealth
Florida
$416K +$892 +12 +0.2%
VWM
1745
Venturi Wealth Management
Texas
$415K +$3.86K +52 +0.9%
Journey Strategic Wealth
1746
Journey Strategic Wealth
New Jersey
$414K -$70.7K -952 -14%
RIP
1747
RAM Investment Partners
Washington
$414K +$1.19K +16 +0.3%
SB
1748
Semitam Bonam
New York
$413K -$11.6K -156 -3%
PSP
1749
Pacific Sage Partners
Washington
$413K -$24.1K -324 -5%
MFS
1750
Miller Financial Services
Michigan
$413K +$141K +1,904 +50%