VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LKBC
1826
L.K. Benson & Company
Maryland
$436K +$775 +10 +0.2%
WF
1827
Wayfinding Financial
Washington
$435K – – –
IDA
1828
Intelligence Driven Advisers
California
$431K -$16.1K -208 -4%
MFG
1829
Midwest Financial Group
Kansas
$430K +$100K +1,295 +32%
FWP
1830
Falcon Wealth Planning
California
$428K +$155 +2 +0%
JIG
1831
Junk Investment Group
Maryland
$428K +$97.8K +1,261 +31%
AFA
1832
Amicus Financial Advisors
Texas
$428K -$2.79K -36 -0.7%
EA
1833
Evolution Advisers
Virginia
$427K – – –
WETS
1834
Wealth Enhancement Trust Services
South Dakota
$426K +$61.7K +796 +18%
OPCM
1835
Osborne Partners Capital Management
California
$425K -$130K -1,676 -24%
RF
1836
RetireMitten Financial
Michigan
$424K -$56.1K -723 -12%
SOS
1837
Silver Oak Securities
Tennessee
$424K -$7.21K -93 -2%
AWM
1838
Avaii Wealth Management
Wisconsin
$424K +$78 +1 +0%
CWA
1839
Canvas Wealth Advisors
Kansas
$423K +$310 +4 +0.1%
MFGM
1840
Marshall Financial Group (Maryland)
Maryland
$420K +$404K +5,214 New
RWA
1841
Redhawk Wealth Advisors
Minnesota
$419K -$222K -2,862 -35%
IF
1842
Integrity Financial
Wyoming
$419K +$61.5K +793 +18%
TWA
1843
Trace Wealth Advisors
California
$419K – – –
BWAM
1844
Blue Water Asset Management
Michigan
$418K +$6.59K +85 +2%
VNA
1845
Valley National Advisers
Pennsylvania
$418K – – –
MCM
1846
Morton Capital Management
California
$417K -$187K -2,413 -32%
SW
1847
SkyOak Wealth
Michigan
$415K – – –
CWMGO
1848
Capstone Wealth Management Group (Oregon)
Oregon
$415K +$233 +3 +0.1%
ECM
1849
Elgethun Capital Management
South Dakota
$413K – – –
NWM
1850
Nova Wealth Management
Florida
$413K – – –