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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
576
N.E.W. Advisory Services
Wisconsin
$408K – – –
AIM
577
Acropolis Investment Management
Missouri
$407K +$32.1K +140 +9%
KCM
578
Kennicott Capital Management
California
$399K – – –
AIM
579
Anchor Investment Management
South Carolina
$397K -$109K -476 -22%
Empower Advisory Group
580
Empower Advisory Group
Colorado
$390K -$3.9K -17 -1%
IFWM
581
Institute for Wealth Management
Colorado
$386K +$49.8K +217 +15%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$385K – – –
RSS
583
Rosenblum Silverman Sutton
California
$385K +$84.9K +370 +28%
EWM
584
Evermay Wealth Management
Virginia
$383K – – –
GP
585
Girard Partners
Pennsylvania
$379K – – –
FTDI
586
First Trust Direct Indexing
Massachusetts
$372K +$372K +1,622 New
IAA
587
Independence Asset Advisors
Pennsylvania
$372K – – –
MWM
588
Mission Wealth Management
California
$366K -$203K -884 -36%
CCM
589
Coldstream Capital Management
Washington
$364K +$113K +491 +45%
PSF
590
Pacific Sun Financial
California
$363K – – –
BFG
591
Beacon Financial Group
Texas
$361K -$14.2K -62 -4%
JCM
592
Jacobi Capital Management
Pennsylvania
$356K -$41.3K -180 -10%
4WM
593
49 Wealth Management
Texas
$355K -$13.1K -57 -4%
VBWMG
594
Von Berge Wealth Management Group
California
$354K -$9.86K -43 -3%
FFA
595
Florida Financial Advisors
Florida
$353K +$6.19K +27 +2%
EWA
596
Exencial Wealth Advisors
Oklahoma
$353K +$84.2K +367 +31%
9WM
597
9258 Wealth Management
Ohio
$352K -$5.5K -24 -2%
RA
598
RFG Advisory
Alabama
$351K -$1.6K -7 -0.5%
JGIA
599
Jackson Grant Investment Advisers
Connecticut
$350K +$688 +3 +0.2%
ACM
600
Allred Capital Management
Texas
$345K +$5.73K +25 +2%