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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
451
XML Financial
Maryland
$919K +$207K +797 +27%
BWM
452
BKM Wealth Management
Wisconsin
$918K +$67.9K +261 +7%
FIM
453
Freedom Investment Management
Connecticut
$915K +$167K +641 +21%
AAS
454
Ameritas Advisory Services
Nebraska
$912K +$63.4K +244 +7%
ZBNA
455
Zions Bancorporation, National Association
Utah
$897K +$953K +3,667 New
KFP
456
KMG Fiduciary Partners
Ohio
$893K – – –
WTB
457
Washington Trust Bank
Washington
$883K +$34.8K +134 +4%
SLT
458
St Louis Trust
Missouri
$880K – – –
TDWM
459
Topel & Distasi Wealth Management
California
$877K -$281K -1,082 -23%
SHFA
460
SC&H Financial Advisors
Maryland
$874K – – –
LFAS
461
Level Four Advisory Services
Texas
$870K -$122K -470 -12%
SWM
462
Spire Wealth Management
Virginia
$867K -$18.7K -72 -2%
CWM
463
Cornerstone Wealth Management
Missouri
$862K -$33.5K -129 -4%
SIC
464
Salem Investment Counselors
North Carolina
$859K -$26K -100 -3%
OC
465
Oakworth Capital
Alabama
$850K – – –
WIC
466
Whitegate Investment Counselors
New Hampshire
$847K +$86.1K +331 +11%
SWM
467
Silverlake Wealth Management
Vermont
$846K +$167K +644 +23%
PL
468
Plancorp LLC
Missouri
$843K +$7.8K +30 +0.9%
DC
469
Davenport & Co
Virginia
$842K -$19.5K -75 -2%
CIC
470
Carnegie Investment Counsel
Ohio
$840K +$97.8K +376 +11%
Legacy Financial Group (Iowa)
471
Legacy Financial Group (Iowa)
Iowa
$834K – – –
MWP
472
Moller Wealth Partners
$833K +$397K +1,526 +81%
FA
473
FDx Advisors
Illinois
$817K -$17.9K -69 -2%
FFBTD
474
First Financial Bank - Trust Division
Ohio
$814K – – –
IC
475
IEQ Capital
California
$808K – – –