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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
AMI Investment Management
Indiana
$455K +$89.9K +600 +24%
SBIA
252
Sheaff Brock Investment Advisors
Indiana
$454K – – –
CWM
253
Calamos Wealth Management
Illinois
$453K +$459K +3,061 New
LWAC
254
Laurel Wealth Advisors (California)
California
$446K -$18K -120 -4%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$444K – – –
DC
256
Davenport & Co
Virginia
$439K – – –
MFG
257
MidWestOne Financial Group
Iowa
$439K +$2.55K +17 +0.6%
GWM
258
Geneos Wealth Management
Colorado
$429K +$3.15K +21 +0.7%
RFC
259
Regions Financial Corp
Alabama
$427K – – –
WJWM
260
Williams Jones Wealth Management
New York
$426K +$431K +2,874 New
MFW
261
Meristem Family Wealth
Minnesota
$422K +$201K +1,343 +89%
TPA
262
Trivium Point Advisory
Connecticut
$419K +$64.9K +433 +18%
SI
263
Stephens Inc
Arkansas
$396K +$16.5K +110 +4%
Truist Financial
264
Truist Financial
North Carolina
$393K -$1.2K -8 -0.3%
V
265
Veritable
Delaware
$392K – – –
EFL
266
ERn Financial LLC
Wisconsin
$389K – – –
AIC
267
Ameritas Investment Company
Nebraska
$382K +$386K +2,576 New
REMPR
268
Roof Eidam Maycock Peralta (REMP)
California
$374K – – –
FNBOO
269
First National Bank of Omaha
Nebraska
$370K +$5.84K +39 +2%
RWM
270
RKL Wealth Management
Pennsylvania
$368K -$113K -757 -23%
WB
271
WesBanco Bank
West Virginia
$362K – – –
CHA
272
Carmichael Hill & Associates
Maryland
$362K +$150 +1 +0%
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$361K – – –
SFA
274
Sequoia Financial Advisors
Ohio
$358K +$362K +2,416 New
SIA
275
Strategic Investment Advisors
Michigan
$355K +$87.5K +584 +32%