We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$148K -$39.6K -201 -22%
RFA
502
Reilly Financial Advisors
California
$148K +$30.7K +156 +29%
CG
503
Cutler Group
California
$148K +$39.4K +200 +40%
BWA
504
BDO Wealth Advisors
Florida
$143K
DSC
505
Duncker Streett & Co
Missouri
$138K
SBL
506
Sargent Bickham Lagudis
Colorado
$136K +$197 +1 +0.2%
GWM
507
Greenhouse Wealth Management
Connecticut
$136K +$126K +640 New
OC
508
Oakworth Capital
Alabama
$128K
WT
509
Whittier Trust
California
$122K +$83.9K +426 +290%
RWM
510
Raffa Wealth Management
District of Columbia
$114K
BC
511
Bartlett & Co
Ohio
$114K
PWM
512
Provident Wealth Management
Tennessee
$114K +$7.09K +36 +7%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$114K
GM
514
GeoWealth Management
Illinois
$113K
FPW
515
Flagship Private Wealth
Massachusetts
$109K +$103K +524 New
SWM
516
Selective Wealth Management
Virginia
$103K
BlackRock
517
BlackRock
New York
$99K -$75K -381 -45%
S
518
SignatureFD
Georgia
$99K +$56.7K +288 +163%
PWA
519
Phoenix Wealth Advisors
North Carolina
$93K +$86.7K +440 New
BWM
520
Baystate Wealth Management
Massachusetts
$92K -$16.7K -85 -16%
CCM
521
Covington Capital Management
California
$85K
MWC
522
MBM Wealth Consultants
Missouri
$85K
JCM
523
Jacobi Capital Management
Pennsylvania
$75K
MF
524
Manchester Financial
California
$72K
BEI
525
Benjamin Edwards Inc
Missouri
$71K +$3.35K +17 +5%