We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2051
Hollencrest Capital Management
California
$127K – – –
MEG
2052
Millstone Evans Group
Colorado
$122K +$99.1K +1,380 +486%
SA
2053
Seneschal Advisors
Washington
$122K +$119K +1,660 New
BIM
2054
Breakwater Investment Management
Washington
$119K -$31.9K -444 -22%
NG
2055
NWK Group
California
$118K – – –
HHGA
2056
Halbert Hargrove Global Advisors
California
$118K +$95.9K +1,336 +506%
Q1WB
2057
Quest 10 Wealth Builders
Virginia
$115K – – –
BCM
2058
Birch Capital Management
Texas
$115K – – –
PP
2059
Pacifica Partners
Canada
$112K -$862 -12 -0.8%
PWM
2060
Provident Wealth Management
Tennessee
$110K – – –
CSPIA
2061
Cary Street Partners Investment Advisory
Virginia
$109K +$107K +1,488 New
PIS
2062
POM Investment Strategies
North Carolina
$108K +$106K +1,476 New
CFO
2063
CVA Family Office
Colorado
$106K +$5.75K +80 +6%
BIA
2064
Bell Investment Advisors
California
$103K – – –
PWM
2065
Proathlete Wealth Management
Florida
$101K -$16.7K -232 -14%
FP
2066
Financial Perspectives
Minnesota
$97.7K +$3.16K +44 +3%
HBW
2067
Hazlett, Burt & Watson
West Virginia
$97K +$10.6K +148 +13%
HAP
2068
Harbor Asset Planning
Massachusetts
$96.1K +$287 +4 +0.3%
WA
2069
Westfuller Advisors
New York
$96K +$93.6K +1,304 New
TAM
2070
Tucker Asset Management
Colorado
$94.4K -$862 -12 -0.9%
MCA
2071
Maryland Capital Advisors
Maryland
$92.8K – – –
RWS
2072
Retirement Wealth Solutions
Wisconsin
$89.9K +$30.2K +420 +52%
MA
2073
MCF Advisors
Kentucky
$89.8K -$575 -8 -0.7%
EPW
2074
Evergreen Private Wealth
Colorado
$89.3K – – –
CWP
2075
Concord Wealth Partners
Virginia
$89K -$17.8K -248 -17%
81 82
83
84 85