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Vanguard S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$71.3M +$799K +7,150 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$20.2M -$233K -2,086 -1%
OWA
3
Octavia Wealth Advisors
Ohio
$16.7M +$1.74M +15,603 +11%
LPL Financial
4
LPL Financial
California
$16.4M -$1.73M -15,442 -9%
SCM
5
Stordahl Capital Management
Colorado
$14.4M +$485K +4,344 +3%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M +$1.89M +16,929 +15%
LWM
7
LJI Wealth Management
Indiana
$10.5M +$514K +4,603 +5%
UBS Group
8
UBS Group
Switzerland
$8.91M -$544K -4,873 -5%
Ameriprise
9
Ameriprise
Minnesota
$7.99M -$347K -3,102 -4%
Wells Fargo
10
Wells Fargo
California
$7.84M -$4M -35,770 -32%
Bank of America
11
Bank of America
North Carolina
$7.34M -$155K -1,383 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.02M +$656K +5,872 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.68M +$821K +7,348 +13%
KAS
14
Kestra Advisory Services
Texas
$6.39M +$62.8K +562 +0.9%
Citigroup
15
Citigroup
New York
$6.25M +$3.43M +30,676 +103%
CSP
16
Cary Street Partners
Virginia
$6.03M +$561K +5,019 +9%
MMA
17
Miracle Mile Advisors
California
$5.82M
MGIA
18
Moneta Group Investment Advisors
Missouri
$5.12M +$553K +4,954 +11%
RWP
19
RWA Wealth Partners
Massachusetts
$4.29M -$223 -2 -0%
ARC
20
Advisor Resource Council
Texas
$4.08M +$4.51M +40,372 New
CFSG
21
Clark Financial Services Group
Missouri
$3.81M +$4.13M +36,945 New
SJGA
22
Stephen J. Garry & Associates
New York
$3.81M +$210K +1,881 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.79M +$70.9K +635 +2%
HI
24
Harbour Investments
Wisconsin
$3.72M +$362K +3,243 +10%
AF
25
Allworth Financial
California
$3.36M -$20.9K -187 -0.6%