VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1776
Clearstead Trust
Maine
$475K -$9.85K -127 -2%
NLA
1777
Northern Lights Advisors
Washington
$475K +$119K +1,540 +35%
EWM
1778
EPG Wealth Management
Georgia
$475K +$78 +1 +0%
AIA
1779
AssuredPartners Investment Advisors
Florida
$474K -$14.5K -187 -3%
CCA
1780
Cora Capital Advisors
New Jersey
$474K -$85.2K -1,099 -16%
IAS
1781
Integrity Advisory Solutions
Texas
$472K +$190K +2,450 +72%
FPI
1782
Financial Plan Inc
Washington
$472K – – –
OWM
1783
Orgel Wealth Management
Wisconsin
$472K +$454K +5,856 New
B
1784
Bensler
Washington
$470K -$123K -1,583 -21%
AMCA
1785
Arthur M. Cohen & Associates
Illinois
$468K -$78 -1 -0%
AIC
1786
Allodium Investment Consultants
Minnesota
$467K +$543 +7 +0.1%
RIP
1787
RAM Investment Partners
Washington
$466K +$1.16K +15 +0.3%
WA1
1788
Wimmer Associates 1
California
$465K +$3.88K +50 +0.9%
CFAM
1789
Center For Asset Management
Florida
$465K +$12.9K +166 +3%
SB
1790
Semitam Bonam
New York
$463K – – –
PSP
1791
Pacific Sage Partners
Washington
$463K +$233 +3 +0.1%
BWP
1792
Balboa Wealth Partners
Arizona
$463K +$9.38K +121 +2%
CNB
1793
Camden National Bank
Maine
$463K +$445K +5,743 New
OFS
1794
Opus Financial Solutions
Illinois
$462K -$17.1K -220 -4%
WFA
1795
Wells Financial Advisors
Massachusetts
$462K -$335K -4,320 -43%
NB
1796
NBH Bank
Colorado
$462K +$444K +5,732 New
OMIC
1797
Old Mission Investment Co
Michigan
$461K +$55.6K +717 +14%
VWM
1798
Venturi Wealth Management
Texas
$460K -$5.27K -68 -1%
HW
1799
HORAN Wealth
Ohio
$458K +$441K +5,688 New
1WA
1800
180 Wealth Advisors
Washington
$457K -$27.7K -357 -6%
70 71
72
73 74