We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1976
Ballast Financial Advisors
Pennsylvania
$280K +$23.5K +316 +9%
TCM
1977
Traub Capital Management
Massachusetts
$279K +$1.49K +20 +0.5%
LB
1978
Legacy Bridge
Iowa
$279K – – –
MW
1979
Marrick Wealth
California
$279K -$204K -2,748 -41%
NA
1980
Novus Advisors
South Carolina
$279K +$25.3K +340 +10%
SI
1981
Seeds Investor
New York
$278K +$273K +3,680 New
TAM
1982
Tocqueville Asset Management
New York
$278K +$297 +4 +0.1%
NC
1983
North Capital
Utah
$277K +$1.19K +16 +0.4%
KCM
1984
Kanawha Capital Management
Virginia
$277K – – –
AWM
1985
Aureum Wealth Management
Florida
$277K +$33.9K +456 +13%
SAM
1986
Summit Asset Management
Tennessee
$276K – – –
SWM
1987
Steinberganna Wealth Management
New York
$276K +$14K +188 +5%
GA
1988
GSG Advisors
New Jersey
$275K +$892 +12 +0.3%
RW
1989
Regimen Wealth
Georgia
$275K +$5.94K +80 +2%
DAS
1990
Daybright Advisory Services
Florida
$273K -$3.86K -52 -1%
HNWA
1991
Henrickson Nauta Wealth Advisors
Michigan
$273K -$282K -3,800 -50%
SC
1992
Solstein Capital
California
$273K – – –
SCA
1993
Southern Capital Advisors
Tennessee
$272K +$297 +4 +0.1%
NPAN
1994
Northeast Planning Associates NH
New Hampshire
$271K – – –
KFI
1995
Key Financial Inc
Pennsylvania
$270K -$46.1K -620 -14%
UA
1996
URS Advisory
Florida
$270K +$14.9K +200 +6%
FAN
1997
Financial Advisors Network
California
$269K – – –
ASW
1998
Astoria Strategic Wealth
Texas
$269K +$297 +4 +0.1%
KA
1999
Klingman & Associates
New York
$269K – – –
CFG
2000
Cooper Financial Group
California
$269K +$4.46K +60 +2%
78 79
80
81 82