We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
2026
Red Lighthouse Investment Management
New York
$180K – – –
DI
2027
DAGCO Inc
Ohio
$179K – – –
RP
2028
Rice Partnership
Hawaii
$175K +$134K +1,864 +361%
SC
2029
Solstein Capital
California
$174K – – –
GTAM
2030
Global Trust Asset Management
Florida
$174K – – –
CYG
2031
Clean Yield Group
Vermont
$167K – – –
RIA
2032
Realta Investment Advisors
Delaware
$165K +$60K +836 +59%
RFA
2033
Reyes Financial Architecture
California
$151K – – –
NMG
2034
New Millennium Group
Utah
$147K -$4.31K -60 -3%
CTWM
2035
Cherry Tree Wealth Management
Minnesota
$147K +$16.9K +236 +13%
IFS
2036
Intelligent Financial Strategies
Minnesota
$146K +$575 +8 +0.4%
MLA
2037
MB, Levis & Associates
Pennsylvania
$144K +$575 +8 +0.4%
CTA
2038
Colonial Trust Advisors
South Carolina
$142K +$23.8K +332 +21%
CCG
2039
Ceeto Capital Group
Florida
$142K +$138K +1,924 New
SS
2040
SBI Securities
Japan
$139K -$287 -4 -0.2%
FM
2041
Family Management
New York
$138K – – –
MM
2042
Main Management
California
$135K – – –
DF
2043
DecisionPoint Financial
Arizona
$134K -$1.72K -24 -1%
ZBNA
2044
Zions Bancorporation, National Association
Utah
$131K -$7.18K -100 -5%
IWM
2045
IMG Wealth Management
Florida
$130K -$2.01K -28 -2%
FRA
2046
Front Row Advisors
California
$129K +$1.15K +16 +0.9%
NRWA
2047
North Ridge Wealth Advisors
Oregon
$129K – – –
RFS
2048
Richardson Financial Services
Massachusetts
$128K -$16.7K -232 -12%
CB
2049
Centennial Bank
Arkansas
$128K +$34.8K +484 +38%
PC
2050
Promus Capital
Illinois
$127K – – –
80 81
82
83 84