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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$166K
ASN
227
Advisory Services Network
Georgia
$166K +$1.74K +15 +1%
JWM
228
Jacobus Wealth Management
Wisconsin
$162K +$160K +1,380 New
PG
229
Patten Group
Tennessee
$156K +$47.8K +411 +45%
WTC
230
WhitTier Trust Company
Nevada
$141K -$10.5K -90 -7%
SFSIG
231
San Francisco Sentry Investment Group
California
$139K +$138K +1,185 New
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$134K
KF
233
Krilogy Financial
Missouri
$130K +$6.97K +60 +6%
BWA
234
BDO Wealth Advisors
Florida
$126K +$124K +1,069 New
BFEC
235
Benjamin F. Edwards & Company
Missouri
$101K
DSC
236
Duncker Streett & Co
Missouri
$94K
OC
237
Oakworth Capital
Alabama
$89K
BlackRock
238
BlackRock
New York
$84K -$349 -3 -0.4%
TSW
239
Thompson Siegel & Walmsley
Virginia
$82K +$80.8K +695 New
BTIS
240
BB&T Investment Services
North Carolina
$81K +$3.25K +28 +4%
PCP
241
Proficio Capital Partners
Massachusetts
$78K
EWM
242
Evercore Wealth Management
New York
$76K -$5.58K -48 -7%
AOWM
243
Alpha Omega Wealth Management
Virginia
$65K
RWM
244
Raffa Wealth Management
District of Columbia
$62.4K
BAM
245
Barrett Asset Management
New York
$53K
NA
246
NewEdge Advisors
Louisiana
$52.9K +$52.3K +450 New
SAM
247
Solaris Asset Management
New York
$51K +$50K +430 New
CFD
248
Creative Financial Designs
Indiana
$48K -$23.6K -203 -33%
HWP
249
Hefty Wealth Partners
Indiana
$47K -$1.28K -11 -3%
SLF
250
Sun Life Financial
Ontario, Canada
$44K +$38.1K +328 +781%