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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
551
Pinnacle Private Wealth
Massachusetts
$247K – – –
AWM
552
Aevitas Wealth Management
Massachusetts
$246K -$6.62K -30 -3%
SDWMA
553
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K – – –
GGS
554
Galvin Gaustad & Stein
Arizona
$245K – – –
RCAG
555
Rehmann Capital Advisory Group
Michigan
$244K +$241K +1,094 New
SF
556
Summit Financial
New Jersey
$243K -$290K -1,312 -55%
SAM
557
S.A. Mason
Michigan
$240K – – –
GPA
558
Garrison Point Advisors
California
$236K – – –
IWC
559
Integrated Wealth Concepts
Massachusetts
$235K -$3.31K -15 -1%
IP
560
Intellectus Partners
California
$235K +$221 +1 +0.1%
WT
561
Whittier Trust
California
$234K – – –
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$234K +$22.1K +100 +11%
BWM
563
BerganKDV Wealth Management
Minnesota
$233K – – –
LWA
564
LWS Wealth Advisors
New Jersey
$231K +$221 +1 +0.1%
AAP
565
Arax Advisory Partners
Colorado
$230K +$221 +1 +0.1%
SIC
566
Sigma Investment Counselors
Michigan
$229K – – –
CRWM
567
Castle Rock Wealth Management
California
$226K +$221 +1 +0.1%
AGA
568
Arkos Global Advisors
Texas
$226K +$224K +1,016 New
MPCG
569
Matrix Private Capital Group
New York
$225K -$3.97K -18 -2%
AWM
570
Aspire Wealth Management
Massachusetts
$225K +$175K +795 +368%
WFA
571
WMG Financial Advisors
Tennessee
$224K – – –
WCM
572
WealthBridge Capital Management
Ohio
$224K +$1.99K +9 +0.9%
VA
573
Valmark Advisers
Ohio
$224K +$222K +1,007 New
BAMG
574
Brand Asset Management Group
Missouri
$223K – – –
JWA
575
JFS Wealth Advisors
Pennsylvania
$221K – – –