VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NOI
2076
Newton One Investments
Delaware
$46.7K +$43.8K +668 New
FLFS
2077
Family Legacy Financial Solutions
North Carolina
$46.5K +$43.6K +664 New
FCMT
2078
Founders Capital Management (Texas)
Texas
$42.5K -$39.6K -604 -50%
MWM
2079
MGB Wealth Management
Texas
$41K +$34.7K +528 +880%
OCM
2080
Orion Capital Management
California
$40K – – –
SRCM
2081
Signature Resources Capital Management
California
$39.5K -$1.57K -24 -4%
BCM
2082
Blume Capital Management
California
$38.8K – – –
AC
2083
Arjuna Capital
North Carolina
$38.6K – – –
HWM
2084
Hemington Wealth Management
Virginia
$37K – – –
RP
2085
Rice Partnership
Hawaii
$36.1K +$15.5K +236 +84%
PFA
2086
Pillar Financial Advisors
Kentucky
$35.5K – – –
ETS
2087
ESL Trust Services
New York
$35K -$1.31K -20 -4%
BA
2088
Ballast Advisors
Minnesota
$34.1K +$32K +488 New
POIA
2089
Pin Oak Investment Advisors
Texas
$34K – – –
DPW
2090
DiNuzzo Private Wealth
Pennsylvania
$33.6K – – –
CB
2091
CNB Bank
Pennsylvania
$33K – – –
OAJ
2092
Ogorek Anthony Joseph
New York
$33K -$7.61K -116 -20%
CMP
2093
Coston McIsaac & Partners
Maine
$33K – – –
RMC
2094
Resources Management Corp
Connecticut
$32K – – –
AWM
2095
AllSquare Wealth Management
New York
$30.8K – – –
CAM
2096
Clarity Asset Management
Iowa
$30.8K +$28.9K +440 New
AIA
2097
Armor Investment Advisors
North Carolina
$29.4K – – –
WCAMG
2098
Woodard & Company Asset Management Group
North Carolina
$28K +$23.6K +360 +900%
JGCM
2099
Joseph Group Capital Management
Ohio
$28K +$26.3K +400 New
PA
2100
Pineridge Advisors
Missouri
$27.3K -$6.83K -104 -21%