VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1826
Able Wealth Management
New Jersey
$1.48K +$1.28K +24 New
FWA
1827
FSC Wealth Advisors
New York
$1.4K – – –
GWM
1828
Grand Wealth Management
Michigan
$1.2K -$855 -16 -44%
YAL
1829
Your Advocates Ltd
Texas
$1.16K -$8.55K -160 -89%
NA
1830
Nordwand Advisors
Pennsylvania
$1.16K – – –
RF
1831
Robbins Farley
New Hampshire
$931 +$855 +16 New
CWA
1832
Carolina Wealth Advisors
South Carolina
$465 – – –
LWA
1833
Lowe Wealth Advisors
Maryland
$465 – – –
SFA
1834
Semmax Financial Advisors
North Carolina
$465 +$427 +8 New
SVCP
1835
Silicon Valley Capital Partners
California
$218 – – –
EW
1836
Evoke Wealth
California
– -$5.97M -114,692 Closed
EC
1837
Estate Counselors
Wisconsin
– -$3.75M -72,100 Closed
PWS
1838
Private Wealth Strategies
Ohio
– -$16.2K -64,716 Closed
Renaissance Technologies
1839
Renaissance Technologies
New York
– -$3.25M -62,400 Closed
GWP
1840
Gateway Wealth Partners
Wisconsin
– -$2.57M -49,356 Closed
NEAM
1841
New England Asset Management
Connecticut
– -$2.29M -44,000 Closed
Allspring Global Investments
1842
Allspring Global Investments
North Carolina
– -$1.64M -31,540 Closed
BCM
1843
Beck Capital Management
Texas
– -$1.57M -30,164 Closed
ACIM
1844
Azimuth Capital Investment Management
Michigan
– -$1.54M -29,620 Closed
FWA
1845
FOCUS Wealth Advisors
Texas
– -$1.38M -26,592 Closed
KAS
1846
KPP Advisory Services
Kentucky
– -$1.29M -24,804 Closed
SFCL
1847
Strengthening Families & Communities LLC
Massachusetts
– -$1.19M -22,908 Closed
YIH
1848
Y-Intercept (HK)
Hong Kong
– -$1.18M -22,752 Closed
HCC
1849
Hirtle Callaghan & Co
Pennsylvania
– -$929K -17,840 Closed
PGF
1850
Plan Group Financial
Oklahoma
– -$908K -17,440 Closed