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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
251
Avantax Advisory Services
Texas
$642K +$25.6K +168 +4%
PRWA
252
Platte River Wealth Advisors
Colorado
$641K +$608K +3,988 New
ST
253
Smithfield Trust
Pennsylvania
$637K -$29K -190 -5%
LFAS
254
Level Four Advisory Services
Texas
$634K +$44.2K +290 +8%
RFC
255
Regions Financial Corp
Alabama
$634K +$170K +1,111 +39%
PWM
256
Perigon Wealth Management
California
$628K +$296K +1,940 +98%
SW
257
SkyOak Wealth
Michigan
$626K +$602K +3,943 New
LP
258
LGL Partners
Pennsylvania
$625K -$21.4K -140 -3%
DI
259
DFPG Investments
Utah
$618K
SC
260
Steph & Co
Wisconsin
$614K +$590K +3,865 New
TPA
261
Trivium Point Advisory
Connecticut
$611K +$148K +973 +34%
ESB
262
Essex Savings Bank
Connecticut
$592K +$568K +3,726 New
AIC
263
Ameritas Investment Company
Nebraska
$588K +$172K +1,125 +44%
FA
264
FC Advisory
Pennsylvania
$572K +$458 +3 +0.1%
SIA
265
Strategic Investment Advisors
Michigan
$566K +$178K +1,169 +49%
DC
266
Davenport & Co
Virginia
$562K +$91.5K +600 +20%
Renaissance Technologies
267
Renaissance Technologies
New York
$540K +$519K +3,400 New
MWM
268
Meridian Wealth Management
Kentucky
$536K +$516K +3,382 New
PBF
269
Petix & Botte Financial
California
$533K +$512K +3,356 New
FFBTD
270
First Financial Bank - Trust Division
Ohio
$528K
BP
271
Ballentine Partners
Massachusetts
$526K
CBU
272
CIBC Bank USA
Illinois
$512K
A
273
AdvicePeriod
California
$509K
First Manhattan
274
First Manhattan
New York
$500K
BWM
275
BCS Wealth Management
Tennessee
$498K +$478K +3,135 New