We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1776
WealthCare Investment Partners
Rhode Island
$287K -$9.45K -144 -3%
PWP
1777
Perfromance Wealth Partners
Illinois
$287K +$269K +4,104 New
B
1778
Bensler
Washington
$286K – – –
EW
1779
Enzi Wealth
Texas
$286K +$1.05K +16 +0.4%
TI
1780
tru Independence
Oregon
$286K – – –
CFG
1781
Cornerstone Financial Group
Nebraska
$286K +$268K +4,088 New
EWM
1782
Echo Wealth Management
Minnesota
$284K – – –
EP
1783
Edgestream Partners
New Jersey
$284K +$15.2K +232 +6%
AFG
1784
ABLE Financial Group
Arizona
$283K -$232K -3,528 -47%
MFG
1785
Midwest Financial Group
Kansas
$283K +$23.6K +360 +10%
APW
1786
Acima Private Wealth
Virginia
$282K – – –
TWM
1787
Tradition Wealth Management
Minnesota
$282K – – –
NPF
1788
Norris Perne & French
Michigan
$282K +$11.6K +176 +5%
MPCA
1789
Madison Park Capital Advisors
Washington
$281K +$4.99K +76 +2%
RW
1790
Regimen Wealth
Georgia
$281K +$15.2K +232 +6%
CMP
1791
Courage Miller Partners
Virginia
$280K +$263K +4,004 New
KOMWMG
1792
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$280K -$46.2K -704 -15%
SC
1793
Searle & Co
Connecticut
$280K – – –
LSIA
1794
LaSalle St. Investment Advisors
Illinois
$279K -$101K -1,540 -28%
CWM
1795
CCG Wealth Management
California
$279K +$12.3K +188 +5%
NWM
1796
Nova Wealth Management
Florida
$279K -$11.8K -180 -4%
AL
1797
ADE LLC
Maryland
$278K +$261K +3,980 New
LWM
1798
Level Wealth Management
North Carolina
$278K – – –
GWS
1799
Glassman Wealth Services
Virginia
$278K -$49.9K -760 -16%
LWCFA
1800
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$277K – – –
70 71
72
73 74