We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
201
Baltimore-Washington Financial Advisors
Maryland
$15.7M +$873K +14,364 +6%
ATC
202
Advantage Trust Company
Kansas
$15.6M +$765K +12,592 +5%
VBWMG
203
Von Berge Wealth Management Group
California
$15.6M -$134K -2,200 -0.8%
SRC
204
Sage Rhino Capital
California
$15.6M +$125K +2,064 +0.8%
SWA
205
Stratos Wealth Advisors
Ohio
$15.5M +$8.38M +137,940 +116%
BP
206
Ballentine Partners
Massachusetts
$15.5M
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$15.4M +$10.4M +171,104 +204%
OC
208
Oppenheimer & Co
New York
$15.2M +$774K +12,736 +5%
TCM
209
Twele Capital Management
Minnesota
$15.2M -$36.2K -596 -0.2%
GWM
210
GDS Wealth Management
Texas
$15.1M +$98.2K +1,616 +0.7%
PIMG
211
Patriot Investment Management Group
Tennessee
$15.1M -$10.9K -180 -0.1%
PIN
212
Prudent Investors Network
California
$14.9M +$414K +6,816 +3%
TFP
213
TrueWealth Financial Partners
Washington
$14.8M +$957K +15,748 +7%
ASI
214
Advisory Services & Investments
Oregon
$14.8M +$258K +4,244 +2%
SCA
215
STALEY CAPITAL ADVISERS
Pennsylvania
$14.8M +$310K +5,096 +2%
MA
216
Montag & Associates
Georgia
$14.8M -$142K -2,332 -0.9%
CA
217
Crane Advisory
California
$14.8M +$649K +10,672 +5%
TFO
218
Tarbox Family Office
California
$14.7M -$218K -3,592 -1%
RCA
219
Riverview Capital Advisers
Massachusetts
$14.6M +$557K +9,168 +4%
AFS
220
Annapolis Financial Services
Maryland
$14.6M +$1M +16,468 +7%
AC
221
Abbrea Capital
California
$14.5M -$175K -2,876 -1%
AA
222
AJ Advisors
Tennessee
$14.5M -$1.5M -24,624 -9%
VC
223
Veracity Capital
Georgia
$14.4M -$582K -9,572 -4%
AWE
224
Avidian Wealth Enterprises
Texas
$14.3M +$1.44M +23,700 +11%
NFG
225
Nations Financial Group
Iowa
$14.3M +$25.8K +424 +0.2%