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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$228K +$249K +1,030 New
AAP
502
Arax Advisory Partners
Colorado
$227K +$24.9K +103 +12%
TW
503
Towerpoint Wealth
California
$224K – – –
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$224K +$9.68K +40 +4%
DSC
505
Duncker Streett & Co
Missouri
$223K – – –
OIA
506
Optimum Investment Advisors
Illinois
$222K -$7.26K -30 -3%
WIA
507
Westbourne Investment Advisors
Maryland
$222K – – –
PCP
508
Proficio Capital Partners
Massachusetts
$221K – – –
IFG
509
Investors Financial Group
Minnesota
$219K +$225K +928 New
LSPW
510
Lake Street Private Wealth
Illinois
$218K -$2.18K -9 -1%
AIA
511
Arbor Investment Advisors
North Carolina
$217K – – –
M&T Bank
512
M&T Bank
New York
$216K -$19.4K -80 -8%
GP
513
Geneva Partners
Wisconsin
$216K -$12.8K -53 -5%
MSAM
514
Moloney Securities Asset Management
Missouri
$216K – – –
SFS
515
Summit Financial Strategies
Ohio
$216K – – –
WS
516
Wedbush Securities
California
$216K +$221K +913 New
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$212K – – –
OGF
518
Orin Green Financial
California
$212K +$217K +897 New
BU
519
BBVA USA
Alabama
$211K – – –
MFWM
520
Motley Fool Wealth Management
Virginia
$205K +$210K +869 New
DWA
521
Douglass Winthrop Advisors
New York
$202K – – –
CI
522
Cordant Inc
Oregon
$193K -$63.4K -262 -24%
SSC
523
Syverson Strege & Co
Iowa
$193K – – –
AIM
524
Acropolis Investment Management
Missouri
$192K -$13.8K -57 -7%
FP
525
Financial Perspectives
Minnesota
$192K – – –