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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
576
Venture Visionary Partners
Ohio
$214K +$362 +2 +0.2%
DWM
577
Dakota Wealth Management
Florida
$213K +$215K +1,187 New
BFPW
578
BOK Financial Private Wealth
Colorado
$213K – – –
CWA
579
CM Wealth Advisors
Ohio
$212K – – –
BONH
580
Bank of New Hampshire
New Hampshire
$209K – – –
CWP
581
Concord Wealth Partners
Virginia
$206K -$23.4K -129 -10%
SIM
582
Stratos Investment Management
Ohio
$206K +$207K +1,144 New
PG
583
Proffitt & Goodson
Tennessee
$205K – – –
SCA
584
Scott Capital Advisors
Oregon
$205K +$207K +1,142 New
RSWM
585
Robertson Stephens Wealth Management
California
$205K +$206K +1,138 New
CRWM
586
Castle Rock Wealth Management
California
$203K +$190K +1,046 New
WTB
587
Washington Trust Bank
Washington
$202K -$46.8K -258 -19%
AA
588
Argent Advisors
Louisiana
$201K +$203K +1,120 New
IWA
589
IBEX Wealth Advisors
New Jersey
$201K +$203K +1,120 New
VA
590
Valmark Advisers
Ohio
$200K +$202K +1,115 New
W
591
WealthOne
New York
$200K +$202K +1,115 New
BBHC
592
Brown Brothers Harriman & Co
New York
$196K – – –
SAM
593
S.A. Mason
Michigan
$194K – – –
BWM
594
BerganKDV Wealth Management
Minnesota
$192K -$5.62K -31 -3%
WT
595
Whittier Trust
California
$187K – – –
AAP
596
Arax Advisory Partners
Colorado
$186K -$46K -254 -20%
CSB
597
City State Bank
Iowa
$180K +$25.4K +140 +16%
JWA
598
JFS Wealth Advisors
Pennsylvania
$179K – – –
USCWA
599
U.S. Capital Wealth Advisors
Texas
$178K +$179K +990 New
CIAS
600
Capital Investment Advisory Services
North Carolina
$175K -$189K -1,044 -52%