We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
2051
Teachers Insurance & Annuity Association of America
New York
$234K -$6.11K -84 -3%
SIAG
2052
Safeguard Investment Advisory Group
California
$234K -$60.2K -828 -20%
HFA
2053
High Falls Advisors
New York
$233K – – –
TAM
2054
Trillium Asset Management
Massachusetts
$232K +$233K +3,204 New
CWS
2055
Confluence Wealth Services
Pennsylvania
$232K +$2.91K +40 +1%
BAM
2056
Bosun Asset Management
Illinois
$232K – – –
LFASL
2057
Lugano Financial Advisors SA (LFA)
Switzerland
$232K – – –
TL
2058
Tradewinds LLC
North Carolina
$232K – – –
WWP
2059
Wise Wealth Partners
Arizona
$232K +$232K +3,192 New
HWA
2060
HHM Wealth Advisors
Tennessee
$231K +$4.66K +64 +2%
GGI
2061
Godsey & Gibb Inc
Virginia
$231K +$20.1K +276 +10%
BWP
2062
Barlow Wealth Partners
Kentucky
$228K – – –
OFS
2063
Orrstown Financial Services
Pennsylvania
$228K – – –
EL
2064
EWA LLC
Pennsylvania
$228K +$229K +3,144 New
MC
2065
Middleton & Co
Massachusetts
$228K – – –
CAM
2066
Carret Asset Management
New York
$227K +$3.49K +48 +2%
PFG
2067
Prospect Financial Group
Virginia
$227K – – –
HI
2068
Hudock Inc
Pennsylvania
$227K +$873 +12 +0.4%
DF
2069
DecisionPoint Financial
Arizona
$226K +$94K +1,292 +71%
FLA
2070
Financial Life Advisors
Texas
$226K +$226K +3,112 New
LC
2071
Lawood & Co
Pennsylvania
$226K +$226K +3,112 New
BF
2072
Brooklyn FI
New York
$225K +$226K +3,104 New
BIM
2073
Baldwin Investment Management
Pennsylvania
$225K +$1.46K +20 +0.6%
SM
2074
Sensible Money
Arizona
$225K – – –
HCM
2075
Hengehold Capital Management
Ohio
$224K +$582 +8 +0.3%
81 82
83
84 85