We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
176
Stephens Inc
Arkansas
$15.1M +$576K +10,832 +4%
AWE
177
Avidian Wealth Enterprises
Texas
$14.7M +$14.8M +278,692 New
LNC
178
Lincoln National Corp
Pennsylvania
$14.6M +$518K +9,736 +4%
WIC
179
Whitegate Investment Counselors
New Hampshire
$14.6M +$292K +5,484 +2%
BWFA
180
Baltimore-Washington Financial Advisors
Maryland
$14.6M -$70.7K -1,328 -0.5%
HIMC
181
Heritage Investors Management Corp
Maryland
$14.6M -$93.8K -1,764 -0.6%
TFO
182
Tarbox Family Office
California
$14.2M -$139K -2,612 -1%
PRA
183
Pine Ridge Advisers
New York
$14M +$299K +5,620 +2%
NIM
184
Northeast Investment Management
Massachusetts
$13.9M +$230K +4,316 +2%
PA
185
Parallel Advisors
California
$13.8M +$3.19M +59,984 +30%
SIC
186
Salem Investment Counselors
North Carolina
$13.6M +$67.9K +1,276 +0.5%
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$13.5M +$3.2M +60,180 +31%
CWA
188
Consilio Wealth Advisors
Washington
$13.5M -$437K -8,212 -3%
BP
189
Ballentine Partners
Massachusetts
$13.5M +$106K +1,984 +0.8%
NFG
190
Nations Financial Group
Iowa
$13.4M +$677K +12,716 +5%
BWM
191
BerganKDV Wealth Management
Minnesota
$13.4M +$871K +16,372 +7%
IB
192
Intrust Bank
Kansas
$13.4M -$2.72M -51,220 -17%
FFS
193
Founders Financial Securities
Maryland
$13.3M +$2.84M +53,420 +27%
SRC
194
Sage Rhino Capital
California
$13.2M -$312K -5,864 -2%
NRI
195
NFP Retirement Inc
California
$13.1M +$1.22M +22,960 +10%
NAMP
196
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13M -$758K -14,248 -5%
IWC
197
Integrated Wealth Concepts
Massachusetts
$13M +$4.9M +92,124 +60%
MWM
198
Marietta Wealth Management
Georgia
$13M +$2.4M +45,052 +22%
CB
199
Cadence Bank
Mississippi
$12.9M -$285K -5,360 -2%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.9M -$871K -16,372 -6%
6 7
8
9 10