We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
276
DB Wealth Management Group
California
$1.35M -$357K -1,619 -21%
CA
277
Clearstead Advisors
Ohio
$1.35M +$263K +1,193 +25%
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$1.35M -$73.3K -332 -5%
SAF
279
Smith Anglin Financial
Texas
$1.35M +$221 +1 +0%
PWLP
280
Prio Wealth Limited Partnership
Massachusetts
$1.33M – – –
KPWS
281
Kestra Private Wealth Services
Texas
$1.33M +$481K +2,179 +58%
SPC
282
Sigma Planning Corp
Michigan
$1.32M -$38.6K -175 -3%
APP
283
Avantax Planning Partners
Iowa
$1.32M +$1.31M +5,918 New
EWA
284
EverSource Wealth Advisors
Alabama
$1.31M -$170K -769 -12%
FWTB
285
First Western Trust Bank
Colorado
$1.31M +$1.28M +5,800 New
BIM
286
Baldwin Investment Management
Pennsylvania
$1.29M -$36.6K -166 -3%
RJT
287
Raymond James Trust
Florida
$1.29M – – –
FWM
288
Fingerlakes Wealth Management
New York
$1.28M +$60K +272 +5%
WWM
289
Windsor Wealth Management
Indiana
$1.28M +$66.9K +303 +5%
RI
290
Ridgewood Investments
New Jersey
$1.27M -$3.09K -14 -0.2%
Luther King Capital Management (LKCM)
291
Luther King Capital Management (LKCM)
Texas
$1.27M – – –
JFA
292
JNBA Financial Advisors
Minnesota
$1.25M -$67.3K -305 -5%
ABC
293
Associated Banc-Corp
Wisconsin
$1.25M +$121K +547 +11%
IWM
294
IHT Wealth Management
Illinois
$1.25M -$89K -403 -7%
CWMGP
295
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.23M -$762K -3,450 -38%
CAM
296
Cozad Asset Management
Illinois
$1.22M -$51.9K -235 -4%
WANY
297
Wealthspire Advisors (New York)
New York
$1.22M -$2.21K -10 -0.2%
KeyBank National Association
298
KeyBank National Association
Ohio
$1.17M -$42.2K -191 -4%
TC
299
Titleist Capital
Texas
$1.17M +$339K +1,535 +42%
AUB
300
Atlantic Union Bankshares
Virginia
$1.17M – – –