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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
451
BOK Financial Private Wealth
Colorado
$311K -$62.6K -279 -17%
CM
452
Capital Management
Virginia
$308K – – –
PCA
453
Personal Capital Advisors
California
$307K -$336K -1,497 -54%
HIS
454
Harvest Investment Services
Illinois
$307K +$14.4K +64 +5%
PIA
455
Pinion Investment Advisors
Kansas
$304K +$3.36K +15 +1%
CPO
456
Cerity Partners OCIO
New York
$304K +$4.71K +21 +2%
SFA
457
Sequoia Financial Advisors
Ohio
$302K +$224 +1 +0.1%
GRP
458
Global Retirement Partners
California
$302K +$14.4K +64 +5%
IA
459
IFP Advisors
Florida
$298K -$6.28K -28 -2%
IWC
460
Integrated Wealth Concepts
Massachusetts
$297K +$282K +1,257 New
BAM
461
Belpointe Asset Management
Nevada
$295K +$93.7K +418 +50%
Deutsche Bank
462
Deutsche Bank
Germany
$289K +$27.6K +123 +11%
AWM
463
Apollon Wealth Management
South Carolina
$287K – – –
IP
464
Intellectus Partners
California
$285K +$224 +1 +0.1%
SG
465
StoneX Group
New York
$285K +$3.81K +17 +1%
TC
466
Telemus Capital
Michigan
$283K +$5.16K +23 +2%
RBC
467
Roble Belko & Company
Pennsylvania
$282K – – –
RH
468
RFG Holdings
Texas
$281K +$224 +1 +0.1%
CHA
469
Carmichael Hill & Associates
Maryland
$279K -$39.9K -178 -13%
RA
470
RFG Advisory
Alabama
$276K +$23.8K +106 +10%
MMPW
471
Mitchell McLeod Pugh & Williams
Alabama
$269K – – –
SB
472
Strategic Blueprint
Georgia
$269K – – –
AWM
473
Aevitas Wealth Management
Massachusetts
$268K – – –
APSP
474
Asset Planning Services (Pennsylvania)
Pennsylvania
$267K +$224 +1 +0.1%
LWA
475
LWS Wealth Advisors
New Jersey
$264K -$58.5K -261 -19%