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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$283K
IWA
252
Inspirion Wealth Advisors
Illinois
$274K
OCM
253
One Capital Management
California
$271K
SWM
254
Sequoia Wealth Management
Illinois
$270K
MFG
255
Merit Financial Group
Georgia
$267K +$15.7K +112 +6%
CA
256
Continuum Advisory
Idaho
$263K +$30K +214 +13%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$258K
THWM
258
Taylor Hoffman Wealth Management
Virginia
$256K -$12K -86 -5%
MA
259
MCF Advisors
Kentucky
$254K -$8.47M -60,482 -97%
IA
260
Independence Advisors
Pennsylvania
$254K
BSW
261
Buckingham Strategic Wealth
Missouri
$251K +$247K +1,763 New
WA
262
WP Advisors
California
$250K -$8.12K -58 -3%
ASN
263
Advisory Services Network
Georgia
$244K
LB
264
Landmark Bank
Missouri
$236K +$232K +1,658 New
CG
265
CFO4Life Group
Texas
$235K
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$235K
CT
267
CPF Texas
Texas
$232K +$93.7K +669 +70%
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$231K
SVCP
269
Silicon Valley Capital Partners
California
$221K
VCM
270
Virtue Capital Management
Tennessee
$218K +$215K +1,532 New
BWA
271
BDO Wealth Advisors
Florida
$216K
RC
272
RBO & Co
California
$214K
WAS
273
Winch Advisory Services
Wisconsin
$208K
WJA
274
Williams Jones & Associates
New York
$208K +$205K +1,463 New
PA
275
PFG Advisors
Arizona
$207K -$24.5K -175 -10%