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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
401
Boenning & Scattergood
Pennsylvania
$451K +$11.1K +51 +2%
SWM
402
SeaCrest Wealth Management
New York
$444K +$12.1K +56 +3%
IFWM
403
Institute for Wealth Management
Colorado
$435K
ANTB
404
AMG National Trust Bank
Colorado
$432K -$2.17K -10 -0.5%
WANY
405
Wealthspire Advisors (New York)
New York
$431K +$75.7K +349 +21%
CFG
406
Citizens Financial Group
Rhode Island
$429K +$434 +2 +0.1%
LGA
407
Lebenthal Global Advisors
New York
$429K +$217K +1,000 +100%
Neuberger Berman Group
408
Neuberger Berman Group
New York
$428K -$17.4K -80 -4%
LA
409
Latitude Advisors
Florida
$427K +$51.4K +237 +13%
RWM
410
RKL Wealth Management
Pennsylvania
$421K
OPS
411
Orion Portfolio Solutions
Nebraska
$421K +$61.8K +285 +17%
FWIA
412
Fort Washington Investment Advisors
Ohio
$420K
NFG
413
Next Financial Group
Texas
$412K +$2.82K +13 +0.7%
DWM
414
Defined Wealth Management
Oregon
$407K -$467K -2,151 -53%
RMDI
415
R.M. Davis Inc
Maine
$404K
Prudential Financial
416
Prudential Financial
New Jersey
$397K +$88.5K +408 +28%
PA
417
Parkside Advisors
California
$388K
SWM
418
Spire Wealth Management
Virginia
$387K +$391K +1,803 New
W
419
WealthOne
New York
$383K +$53.6K +247 +16%
MA
420
MCF Advisors
Kentucky
$382K
PG
421
Prostatis Group
Maryland
$382K -$33K -152 -8%
AIM
422
Anchor Investment Management
South Carolina
$382K +$213K +980 +123%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$377K
OCM
424
One Capital Management
California
$374K
KCM
425
Kennicott Capital Management
California
$373K +$377K +1,739 New