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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
426
Kennicott Capital Management
California
$373K +$377K +1,739 New
RIA
427
Realta Investment Advisors
Delaware
$372K +$376K +1,734 New
PIM
428
Penobscot Investment Management
Massachusetts
$365K +$148K +681 +67%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$363K -$4.23M -19,515 -92%
YWP
430
YorkBridge Wealth Partners
New York
$358K -$47.3K -218 -12%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$355K -$2.39K -11 -0.7%
CIAS
432
Capital Investment Advisory Services
North Carolina
$355K -$1.52K -7 -0.4%
BBA
433
BLB&B Advisors
Pennsylvania
$343K +$434 +2 +0.1%
BFPW
434
BOK Financial Private Wealth
Colorado
$343K +$94.4K +435 +37%
BFS
435
Bradley Foster & Sargent
Connecticut
$334K – – –
KA
436
Klingman & Associates
New York
$332K -$43.6K -201 -12%
DWM
437
Destination Wealth Management
California
$332K +$18K +83 +6%
JGIA
438
Jackson Grant Investment Advisers
Connecticut
$327K +$217 +1 +0.1%
TAM
439
Townsend Asset Management
North Carolina
$323K – – –
VIM
440
Vista Investment Management
Pennsylvania
$316K -$24.7K -114 -7%
SAM
441
Silvercrest Asset Management
New York
$311K – – –
WSTAM
442
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$314K +1,448 New
FM
443
Family Management
New York
$307K – – –
WTC
444
WhitTier Trust Company
Nevada
$306K – – –
NAMP
445
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$305K – – –
SAS
446
Stelac Advisory Services
New York
$302K – – –
KF
447
Krilogy Financial
Missouri
$301K +$62.7K +289 +26%
Franklin Resources
448
Franklin Resources
California
$300K – – –
CA
449
Calton & Associates
Florida
$299K -$18K -83 -6%
WFA
450
Wells Financial Advisors
Massachusetts
$296K -$68.8K -317 -19%