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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
551
Lido Advisors
California
$287K +$285K +1,130 New
SPA
552
Sentinel Pension Advisors
Massachusetts
$284K – – –
BFPW
553
BOK Financial Private Wealth
Colorado
$283K -$34.8K -138 -11%
IWA
554
IBEX Wealth Advisors
New Jersey
$283K +$504 +2 +0.2%
PPW
555
Pinnacle Private Wealth
Massachusetts
$283K +$280K +1,110 New
PG
556
Prostatis Group
Maryland
$283K -$98.3K -390 -26%
SDWMA
557
Schneider Downs Wealth Management Advisors
Pennsylvania
$281K – – –
GGS
558
Galvin Gaustad & Stein
Arizona
$280K – – –
KWM
559
Kingsview Wealth Management
Oregon
$279K +$15.9K +63 +6%
NWMG
560
National Wealth Management Group
Ohio
$278K +$275K +1,092 New
SAM
561
S.A. Mason
Michigan
$275K – – –
IWC
562
Integrated Wealth Concepts
Massachusetts
$273K -$7.06K -28 -3%
Franklin Resources
563
Franklin Resources
California
$270K -$84.9K -337 -24%
GPA
564
Garrison Point Advisors
California
$270K -$5.04K -20 -2%
S
565
SignatureFD
Georgia
$270K +$3.02K +12 +1%
IP
566
Intellectus Partners
California
$268K +$252 +1 +0.1%
TA
567
TFG Advisers
Michigan
$268K +$2.27K +9 +0.9%
WT
568
Whittier Trust
California
$267K – – –
BWM
569
BerganKDV Wealth Management
Minnesota
$266K – – –
HCM
570
Howland Capital Management
Massachusetts
$266K – – –
WAG
571
Winthrop Advisory Group
Massachusetts
$266K – – –
AA
572
Argent Advisors
Louisiana
$265K – – –
LWA
573
LWS Wealth Advisors
New Jersey
$263K +$252 +1 +0.1%
AAP
574
Arax Advisory Partners
Colorado
$263K +$17.9K +71 +7%
MPCG
575
Matrix Private Capital Group
New York
$262K – – –