We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1826
PFG Private Wealth Management
Florida
$13.7K – – –
IRAG
1827
Investment Research & Advisory Group
Georgia
$13.2K – – –
CJH
1828
Christopher J. Hasenberg
Wisconsin
$13.2K +$12.5K +212 New
DCM
1829
Davis Capital Management
Florida
$13.2K – – –
WAM
1830
WFA Asset Management
Wisconsin
$13.1K – – –
IWP
1831
IAG Wealth Partners
Wisconsin
$12.3K – – –
CMA
1832
Cedar Mountain Advisors
Oregon
$12.2K – – –
FIM
1833
Fernwood Investment Management
Massachusetts
$12.2K +$11.6K +196 New
GAA
1834
Global Assets Advisory
Florida
$11.2K +$10.6K +180 New
DF
1835
Dunhill Financial
United Kingdom
$10.4K – – –
PWMG
1836
Private Wealth Management Group
New Jersey
$9.99K -$27.7K -468 -75%
RAM
1837
Riggs Asset Management
Pennsylvania
$9.99K – – –
CFS
1838
CGC Financial Services
Oregon
$6.25K – – –
TWD
1839
True Wealth Design
Ohio
$6.25K – – –
VWM
1840
Valley Wealth Managers
New Jersey
$6K -$3.78K -64 -40%
WWM
1841
Wolff Wiese Magana
California
$5.75K – – –
GPFA
1842
Game Plan Financial Advisors
Ohio
$5.57K – – –
EL
1843
EMFO LLC
Florida
$5.5K – – –
BWM
1844
Bullock Wealth Management
Indiana
$5.21K +$4.96K +84 New
VL
1845
Vima LLC
Michigan
$4.85K – – –
MCM
1846
MV Capital Management
Maryland
$4.5K – – –
WWP
1847
WR Wealth Planners
Missouri
$3.75K +$3.55K +60 New
RCM
1848
Raleigh Capital Management
North Carolina
$3.51K – – –
APC
1849
Aspire Private Capital
North Carolina
$3.25K – – –
PCG
1850
PFC Capital Group
California
$3K +$3.78K +64 New