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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
251
Thompson Siegel & Walmsley
Virginia
$85K
CB
252
Community Bank
New York
$82K -$238K -1,999 -75%
BTIS
253
BB&T Investment Services
North Carolina
$82K
PCP
254
Proficio Capital Partners
Massachusetts
$80K
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$80K +$77.8K +653 New
EWM
256
Evercore Wealth Management
New York
$78K
LCM
257
Liberty Capital Management
Michigan
$76K +$72.3K +607 New
WEC
258
Winslow Evans & Crocker
Massachusetts
$75.1K -$123K -1,034 -63%
HR
259
Howe & Rusling
New York
$73K +$71.1K +597 New
AOWM
260
Alpha Omega Wealth Management
Virginia
$67K
SEI Investments
261
SEI Investments
Pennsylvania
$67K +$23K +193 +54%
RWM
262
Raffa Wealth Management
District of Columbia
$64.7K +$238 +2 +0.4%
BAM
263
Barrett Asset Management
New York
$55K
SAM
264
Solaris Asset Management
New York
$52K
CFD
265
Creative Financial Designs
Indiana
$50K +$119 +1 +0.2%
EA
266
Edge Advisors
Georgia
$46K +$45.3K +380 New
SLF
267
Sun Life Financial
Ontario, Canada
$45K
HWP
268
Hefty Wealth Partners
Indiana
$44K -$5K -42 -11%
CCM
269
Cribstone Capital Management
Maine
$44K
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$44K
AFNAS
271
American Financial Network Advisory Services
California
$44K +$42.7K +358 New
GRP
272
Global Retirement Partners
California
$40K +$119 +1 +0.3%
CFN
273
Cordasco Financial Network
Florida
$39K
GWM
274
Geneos Wealth Management
Colorado
$39K
LIA
275
LS Investment Advisors
Michigan
$36K