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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Western Wealth Management
Colorado
$651K -$9.59K -64 -1%
JFG
227
JMG Financial Group
Illinois
$637K – – –
ST
228
Smithfield Trust
Pennsylvania
$622K -$11.8K -79 -2%
LP
229
LGL Partners
Pennsylvania
$604K – – –
VFA
230
Voya Financial Advisors
Connecticut
$599K – – –
SIA
231
Starfire Investment Advisers
Michigan
$593K – – –
SWM
232
Sequoia Wealth Management
Illinois
$590K – – –
KeyBank National Association
233
KeyBank National Association
Ohio
$586K -$2.4K -16 -0.4%
AAS
234
Avantax Advisory Services
Texas
$571K +$33.4K +223 +6%
UBS AM
235
UBS AM
Illinois
$569K – – –
CFA
236
Carroll Financial Associates
North Carolina
$556K +$13.2K +88 +2%
LFAS
237
Level Four Advisory Services
Texas
$550K +$60.4K +403 +12%
DI
238
DFPG Investments
Utah
$544K – – –
FA
239
FC Advisory
Pennsylvania
$534K -$3K -20 -0.6%
VDFA
240
Vickerman & Driscoll Financial Advisors
Washington
$532K -$22.8K -152 -4%
FFBTD
241
First Financial Bank - Trust Division
Ohio
$493K – – –
AF
242
Allworth Financial
California
$492K +$2.4K +16 +0.5%
FWM
243
Foresight Wealth Management
Utah
$490K -$184K -1,231 -27%
BP
244
Ballentine Partners
Massachusetts
$490K – – –
CBU
245
CIBC Bank USA
Illinois
$478K – – –
A
246
AdvicePeriod
California
$475K – – –
First Manhattan
247
First Manhattan
New York
$467K – – –
NP
248
NorthRock Partners
Minnesota
$463K +$749 +5 +0.2%
FCI
249
Financial Counselors Inc
Kansas
$458K +$164K +1,096 +55%
BWP
250
Bernardo Wealth Planning
Pennsylvania
$457K -$6.59K -44 -1%