We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Fiducient Advisors
Illinois
$11.3M +$551K +10,200 +5%
UCFA
202
United Capital Financial Advisors
Texas
$11.2M -$652K -12,072 -5%
NFG
203
Nations Financial Group
Iowa
$11.1M +$2M +37,108 +20%
VWA
204
Visionary Wealth Advisors
Illinois
$11M -$743K -13,752 -6%
MA
205
Montag & Associates
Georgia
$10.9M -$134K -2,488 -1%
M&T Bank
206
M&T Bank
New York
$10.9M +$8.15M +150,808 +100%
FMWA
207
Forvis Mazars Wealth Advisors
Missouri
$10.8M -$17.4M -321,980 -59%
CWA
208
Consilio Wealth Advisors
Washington
$10.7M +$193K +3,580 +2%
CWA
209
Choice Wealth Advisors
Maine
$10.7M +$11.8M +218,228 New
W
210
WealthOne
New York
$10.6M -$162K -2,996 -1%
PRWA
211
Platte River Wealth Advisors
Colorado
$10.5M -$257K -4,764 -2%
JGIA
212
Jackson Grant Investment Advisers
Connecticut
$10.5M -$12.8K -236 -0.1%
AWM
213
AAF Wealth Management
Massachusetts
$10.4M -$53.8K -996 -0.5%
HWM
214
Horizons Wealth Management
North Carolina
$10.3M +$9.93M +183,748 New
BWM
215
BerganKDV Wealth Management
Minnesota
$10.3M +$948K +17,540 +9%
PA
216
Parallel Advisors
California
$10.2M -$553K -10,228 -5%
PWLP
217
Prio Wealth Limited Partnership
Massachusetts
$10.1M -$501K -9,264 -4%
GA
218
Geller Advisors
New York
$10M
SPC
219
Sigma Planning Corp
Michigan
$9.99M +$364K +6,740 +3%
ATPW
220
Ashton Thomas Private Wealth
Arizona
$9.84M -$180K -3,324 -2%
MCM
221
Manchester Capital Management
Vermont
$9.82M -$204K -3,780 -2%
BWM
222
Baystate Wealth Management
Massachusetts
$9.81M +$972K +17,992 +10%
VBWMG
223
Von Berge Wealth Management Group
California
$9.74M -$158K -2,916 -1%
RCA
224
Riverview Capital Advisers
Massachusetts
$9.69M +$60.3K +1,116 +0.6%
BAMG
225
Brand Asset Management Group
Missouri
$9.67M +$716K +13,252 +7%