We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2001
Armstrong Advisory Group
Massachusetts
$65K – – –
SA
2002
SRH Advisors
Kansas
$63.4K – – –
VWWMG
2003
Vermillion & White Wealth Management Group
Pennsylvania
$62.6K – – –
WAS
2004
Winch Advisory Services
Wisconsin
$62.4K +$5.1K +76 +9%
SCM
2005
Sterling Capital Management
North Carolina
$62.1K -$5.91K -88 -8%
M
2006
MOTCO
Texas
$62.1K – – –
SC
2007
Sawyer & Company
Massachusetts
$61K +$268 +4 +0.4%
HFS
2008
Hughes Financial Services
Virginia
$60.2K +$62.3K +928 New
FC
2009
Fairscale Capital
New Hampshire
$60K – – –
FP
2010
Financial Perspectives
Minnesota
$59.8K -$35.7K -532 -37%
PCM
2011
Perritt Capital Management
Illinois
$59.7K +$268 +4 +0.4%
AWM
2012
Atticus Wealth Management
Florida
$59.6K -$7.25K -108 -11%
BWM
2013
Bernard Wealth Management
Michigan
$58.2K – – –
AEPWM
2014
Atlantic Edge Private Wealth Management
Florida
$57.4K – – –
BCPWM
2015
Bradley & Co Private Wealth Management
Florida
$56.9K – – –
HI
2016
Hoey Investments
Pennsylvania
$56K +$268 +4 +0.5%
FCG
2017
Financial Connections Group
California
$53K – – –
OL
2018
one8zero8 LLC
North Carolina
$52.2K +$54.2K +808 New
DWA
2019
Dougherty Wealth Advisers
Minnesota
$51.7K – – –
USB
2020
Union Savings Bank
Connecticut
$50.7K – – –
FNWA
2021
Financial Network Wealth Advisors
Utah
$50.4K +$50.2K +748 +2,338%
IIL
2022
Insight Inv LLC
California
$49.4K – – –
AIC
2023
Archer Investment Corporation
Indiana
$49.2K -$268 -4 -0.5%
HDIM
2024
Hanson & Doremus Investment Management
Vermont
$49K – – –
LI
2025
LRI Investments
Florida
$48.4K +$537 +8 +1%
79 80
81
82 83