We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
1776
Raab & Moskowitz Asset Management
New Jersey
$262K – – –
APW
1777
Acima Private Wealth
Virginia
$260K – – –
TWM
1778
Tradition Wealth Management
Minnesota
$260K +$37.3K +556 +16%
TFP
1779
Tilia Fiduciary Partners
North Carolina
$260K +$49.7K +740 +23%
RIP
1780
RAM Investment Partners
Washington
$260K -$215K -3,204 -44%
CCA
1781
Clearwater Capital Advisors
Illinois
$260K -$4.83K -72 -2%
CFGSD
1782
Compass Financial Group (South Dakota)
South Dakota
$260K -$8.32K -124 -3%
KCPG
1783
Kavar Capital Partners Group
Kansas
$260K – – –
TWM
1784
Tolleson Wealth Management
Texas
$260K – – –
SAM
1785
Summit Asset Management
Tennessee
$259K – – –
CAL
1786
Capital Advisors Ltd
Ohio
$259K -$24.4K -364 -8%
SC
1787
Searle & Co
Connecticut
$259K – – –
UB
1788
Umpqua Bank
Oregon
$257K +$9.13K +136 +4%
LIM
1789
Lathrop Investment Management
Arkansas
$257K – – –
LWM
1790
Level Wealth Management
North Carolina
$257K – – –
EW
1791
Enzi Wealth
Texas
$256K -$37.6K -560 -12%
CPA
1792
Capital Performance Advisors
California
$256K +$18.5K +276 +8%
MWML
1793
M Wealth Management LLC
California
$256K +$1.07K +16 +0.4%
MPCA
1794
Madison Park Capital Advisors
Washington
$255K +$1.34K +20 +0.5%
TFA
1795
Toth Financial Advisory
Virginia
$254K -$107K -1,600 -29%
WFA
1796
Woodward Financial Advisors
North Carolina
$253K -$16.4K -244 -6%
MIM
1797
MTM Investment Management
South Carolina
$253K +$40K +596 +18%
SFP
1798
Strategic Financial Planning
Texas
$252K – – –
WIP
1799
WealthCare Investment Partners
Rhode Island
$252K +$48.9K +728 +21%
Capital Advisors Inc
1800
Capital Advisors Inc
Oklahoma
$252K -$12.9K -192 -5%