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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Crestwood Advisors Group
Massachusetts
$590K +$576K +3,950 New
UBS AM
227
UBS AM
Illinois
$574K +$41.7K +286 +8%
DI
228
DFPG Investments
Utah
$573K -$16.8K -115 -3%
PPP
229
Private Portfolio Partners
New Jersey
$568K +$252K +1,727 +83%
VDFA
230
Vickerman & Driscoll Financial Advisors
Washington
$559K -$96.7K -663 -15%
Renaissance Technologies
231
Renaissance Technologies
New York
$552K +$540K +3,700 New
CFA
232
Carroll Financial Associates
North Carolina
$547K +$15.5K +106 +3%
AAS
233
Avantax Advisory Services
Texas
$546K +$438 +3 +0.1%
FA
234
FC Advisory
Pennsylvania
$542K -$3.65K -25 -0.7%
RFM
235
Royal Fund Management
Florida
$535K +$134K +920 +35%
JWS
236
Juncture Wealth Strategies
Arizona
$515K -$110K -757 -18%
FFBTD
237
First Financial Bank - Trust Division
Ohio
$497K – – –
BP
238
Ballentine Partners
Massachusetts
$494K – – –
AF
239
Allworth Financial
California
$494K +$122K +834 +34%
LFAS
240
Level Four Advisory Services
Texas
$494K +$175K +1,198 +57%
RWM
241
RKL Wealth Management
Pennsylvania
$485K -$77.2K -529 -14%
CBU
242
CIBC Bank USA
Illinois
$482K – – –
A
243
AdvicePeriod
California
$478K +$467K +3,204 New
First Manhattan
244
First Manhattan
New York
$471K – – –
LWAC
245
Laurel Wealth Advisors (California)
California
$468K -$17.9K -123 -4%
BWP
246
Bernardo Wealth Planning
Pennsylvania
$468K -$1.9K -13 -0.4%
NP
247
NorthRock Partners
Minnesota
$467K +$66.4K +455 +17%
SBIA
248
Sheaff Brock Investment Advisors
Indiana
$457K -$292 -2 -0.1%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$448K – – –
MFG
250
MidWestOne Financial Group
Iowa
$440K +$429K +2,944 New