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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
476
Oppenheimer & Co
New York
$352K +$355K +1,960 New
SWA
477
Stratos Wealth Advisors
Ohio
$352K -$181 -1 -0.1%
NB
478
Nicolet Bankshares
Wisconsin
$352K +$355K +1,959 New
JCM
479
Jacobi Capital Management
Pennsylvania
$352K -$7.79K -43 -2%
AIA
480
Ally Invest Advisors
North Carolina
$351K +$354K +1,955 New
DP
481
Dearborn Partners
Illinois
$349K
FLA
482
Financial Life Advisors
Texas
$347K -$387K -2,138 -53%
DWT
483
Dorsey & Whitney Trust
South Dakota
$347K +$544 +3 +0.2%
IAN
484
Integrated Advisors Network
Texas
$346K -$1.25M -6,920 -78%
NEWAS
485
N.E.W. Advisory Services
Wisconsin
$346K -$7.43K -41 -2%
IWN
486
Independent Wealth Network
Iowa
$345K +$2.54K +14 +0.7%
DC
487
Davenport & Co
Virginia
$344K +$11.4K +63 +3%
FPIS
488
Financial Planning & Information Services
Wisconsin
$344K +$346K +1,912 New
SFA
489
Sequoia Financial Advisors
Ohio
$339K +$70.8K +391 +26%
9WM
490
9258 Wealth Management
Ohio
$339K -$35.2K -194 -9%
SW
491
SkyOak Wealth
Michigan
$337K -$106K -585 -24%
CDIA
492
Capital Directions Investment Advisors
Georgia
$334K +$337K +1,860 New
RW
493
Reframe Wealth
Virginia
$334K +$337K +1,860 New
WA
494
Wealthstream Advisors
New York
$330K
CFO
495
Collective Family Office
Pennsylvania
$330K +$29K +160 +10%
TSS
496
Two Sigma Securities
New York
$329K +$332K +1,831 New
PFM
497
Parsec Financial Management
North Carolina
$328K
Neuberger Berman Group
498
Neuberger Berman Group
New York
$327K -$17.8K -98 -5%
KA
499
Klingman & Associates
New York
$327K -$7.07K -39 -2%
TSW
500
Thompson Siegel & Walmsley
Virginia
$326K