We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2076
Noesis Capital Mangement
Florida
$238K +$32.7K +440 +15%
PCM
2077
Passive Capital Management
Maryland
$238K – – –
Obermeyer Wealth Partners
2078
Obermeyer Wealth Partners
Colorado
$238K – – –
NPFS
2079
Novak & Powell Financial Services
Florida
$238K -$371K -5,000 -60%
SWIG
2080
Strategic Wealth Investment Group
Kentucky
$237K – – –
WWP
2081
Wise Wealth Partners
Arizona
$237K +$8.02K +108 +3%
CPC
2082
Consolidated Planning Corp
Georgia
$236K -$260K -3,500 -52%
SS
2083
Sound Stewardship
Kansas
$236K +$297 +4 +0.1%
AWP
2084
Axis Wealth Partners
Rhode Island
$235K -$42.2K -568 -15%
BWP
2085
Barlow Wealth Partners
Kentucky
$235K – – –
HBT
2086
Heartland Bank & Trust
Illinois
$235K +$243K +3,272 New
FCC
2087
Flower City Capital
New York
$235K – – –
DCA
2088
DB&C Advisors
Michigan
$235K -$12.8K -172 -5%
WWM
2089
Waterway Wealth Management
Texas
$234K +$243K +3,264 New
XPN
2090
XY Planning Network
Montana
$234K +$240K +3,232 New
VAG
2091
VisionPoint Advisory Group
Texas
$233K -$25.3K -340 -9%
CCA
2092
Cypress Capital Advisors
Tennessee
$233K – – –
SFP
2093
Strategic Financial Partners
Oregon
$233K +$24.4K +328 +11%
PMSA
2094
Patrick M. Sweeney & Associates
Illinois
$233K +$297 +4 +0.1%
NCM
2095
Next Capital Management
New York
$232K +$297 +4 +0.1%
WCG
2096
Weaver Consulting Group
California
$232K -$29.7K -400 -11%
TIAAOA
2097
Teachers Insurance & Annuity Association of America
New York
$231K – – –
MCA
2098
Midwest Capital Advisors
Michigan
$231K -$21.4K -288 -8%
Confluence Wealth Services
2099
Confluence Wealth Services
Pennsylvania
$230K – – –
HWA
2100
HHM Wealth Advisors
Tennessee
$230K +$1.49K +20 +0.6%