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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Stratos Investment Management
Ohio
$200K +$387 +2 +0.2%
HSBC Holdings
552
HSBC Holdings
United Kingdom
$200K +$221K +1,143 New
SAM
553
S.A. Mason
Michigan
$189K – – –
WT
554
Whittier Trust
California
$184K – – –
MPCG
555
Matrix Private Capital Group
New York
$184K +$7.94K +41 +4%
BWM
556
BerganKDV Wealth Management
Minnesota
$183K – – –
JWA
557
JFS Wealth Advisors
Pennsylvania
$174K – – –
FFA
558
Founders Financial Alliance
North Carolina
$170K +$184K +951 +4,755%
FM
559
Family Management
New York
$154K -$90.2K -466 -35%
CSB
560
City State Bank
Iowa
$151K -$3.87K -20 -2%
OIA
561
Optimum Investment Advisors
Illinois
$149K – – –
FP
562
Financial Perspectives
Minnesota
$142K – – –
LB
563
Legacy Bridge
Iowa
$140K – – –
AIM
564
Acropolis Investment Management
Missouri
$138K – – –
1IA
565
1834 Investment Advisors
Wisconsin
$132K +$136K +700 +1,296%
PMFA
566
Plante Moran Financial Advisors
Michigan
$128K – – –
IHWM
567
Iron Horse Wealth Management
Iowa
$127K – – –
IFAM
568
Institutional & Family Asset Management
Colorado
$126K – – –
SSC
569
Syverson Strege & Co
Iowa
$125K -$20.5K -106 -13%
MCM
570
MV Capital Management
Maryland
$121K +$128K +660 +2,063%
CT
571
Caldwell Trust
Florida
$119K +$41.2K +213 +46%
IBOK
572
Independence Bank of Kentucky
Kentucky
$112K – – –
Simplex Trading
573
Simplex Trading
Illinois
$110K +$38.7K +200 +46%
PTC
574
Private Trust Company
Ohio
$108K +$119K +617 New
SBL
575
Sargent Bickham Lagudis
Colorado
$107K +$5.03K +26 +4%