We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1926
Morling Financial Advisors
California
$175K +$2.72K +40 +2%
SS
1927
Sunbelt Securities
Texas
$174K -$25.5K -376 -13%
RA
1928
Rise Advisors
New York
$174K -$815 -12 -0.5%
1L
1929
10Elms LLP
Oklahoma
$169K +$174K +2,560 New
PGAM
1930
Princeton Global Asset Management
New Jersey
$167K +$67.9K +1,000 +65%
KFI
1931
Key Financial Inc
Pennsylvania
$166K -$13.6K -200 -7%
SIM
1932
Synergy Investment Management
Florida
$165K +$170K +2,500 New
CFS
1933
Compass Financial Services
Iowa
$165K +$169K +2,496 New
CWM
1934
Compass Wealth Management
Connecticut
$162K – – –
RLIM
1935
Red Lighthouse Investment Management
New York
$162K -$2.99K -44 -2%
QC
1936
Quent Capital
New York
$161K -$47.3K -696 -22%
RIA
1937
Realta Investment Advisors
Delaware
$158K +$39.1K +576 +32%
NMG
1938
New Millennium Group
Utah
$155K -$272 -4 -0.2%
CAS
1939
Coppell Advisory Solutions
Texas
$155K +$23.4K +344 +17%
IWM
1940
IMG Wealth Management
Florida
$149K +$154K +2,264 New
PP
1941
PrairieView Partners
Minnesota
$149K – – –
BIM
1942
Breakwater Investment Management
Washington
$149K – – –
HI
1943
Human Investing
Oregon
$146K +$150K +2,216 New
SC
1944
Solstein Capital
California
$142K – – –
CPA
1945
Cardiff Park Advisors
California
$142K +$543 +8 +0.4%
HCM
1946
Hollencrest Capital Management
California
$142K +$133K +1,952 +1,017%
BCM
1947
Birch Capital Management
Texas
$139K -$11.1K -164 -7%
BL
1948
BFSG LLC
California
$138K -$1.36K -20 -0.9%
RFA
1949
Reyes Financial Architecture
California
$136K +$140K +2,056 New
MWP
1950
MYCIO Wealth Partners
Pennsylvania
$134K – – –
76 77
78
79 80