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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
226
Ballentine Partners
Massachusetts
$396K – – –
SS
227
Simplicity Solutions
Minnesota
$387K -$1.66M -12,966 -80%
CBU
228
CIBC Bank USA
Illinois
$386K – – –
BAM
229
Belpointe Asset Management
Nevada
$383K -$41K -319 -9%
MCTIC
230
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$370K – – –
SBIA
231
Sheaff Brock Investment Advisors
Indiana
$367K – – –
BWP
232
Bernardo Wealth Planning
Pennsylvania
$361K +$387K +3,014 New
AIM
233
AMI Investment Management
Indiana
$359K – – –
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$359K – – –
SI
235
Stephens Inc
Arkansas
$356K +$50K +389 +15%
IA
236
IFP Advisors
Florida
$345K -$163K -1,268 -30%
RFC
237
Regions Financial Corp
Alabama
$337K -$2.57K -20 -0.7%
LWAC
238
Laurel Wealth Advisors (California)
California
$330K – – –
YWP
239
YorkBridge Wealth Partners
New York
$329K -$3.21K -25 -0.9%
AWM
240
AE Wealth Management
Kansas
$325K -$2.07M -16,096 -86%
NP
241
NorthRock Partners
Minnesota
$319K – – –
V
242
Veritable
Delaware
$317K – – –
COI
243
Capital One Investing
Virginia
$313K +$336K +2,619 New
Truist Financial
244
Truist Financial
North Carolina
$310K – – –
WSFS
245
Wilmington Savings Fund Society
Delaware
$309K -$15.3K -119 -4%
PIA
246
Pinion Investment Advisors
Kansas
$305K +$18.6K +145 +6%
DC
247
Davenport & Co
Virginia
$303K +$25.7K +200 +9%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$302K – – –
CHA
249
Carmichael Hill & Associates
Maryland
$300K +$47.8K +372 +17%
WI
250
Wintrust Investments
Illinois
$293K +$19.3K +150 +7%