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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
601
Caldwell Trust
Florida
$195K +$41K +214 +27%
JWA
602
JFS Wealth Advisors
Pennsylvania
$194K – – –
BFPW
603
BOK Financial Private Wealth
Colorado
$187K -$43.5K -227 -19%
IA
604
IFP Advisors
Florida
$183K -$662K -3,458 -64%
AAP
605
Arax Advisory Partners
Colorado
$176K -$25.5K -133 -13%
EW
606
Element Wealth
Mississippi
$176K – – –
CWP
607
Concord Wealth Partners
Virginia
$175K -$46.9K -245 -21%
FM
608
Family Management
New York
$171K – – –
CFGS
609
Concourse Financial Group Securities
Alabama
$170K – – –
OIA
610
Optimum Investment Advisors
Illinois
$164K – – –
FP
611
Financial Perspectives
Minnesota
$158K – – –
GBT
612
Grove Bank & Trust
Florida
$156K – – –
LB
613
Legacy Bridge
Iowa
$155K – – –
CFB
614
Cullen/Frost Bankers
Texas
$149K -$521K -2,722 -78%
CIAS
615
Capital Investment Advisory Services
North Carolina
$149K -$39.4K -206 -21%
MPCG
616
Matrix Private Capital Group
New York
$149K -$3.25K -17 -2%
NFSG
617
Newbridge Financial Services Group
Florida
$148K +$27K +141 +23%
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$143K +$42.9K +224 +44%
IHWM
619
Iron Horse Wealth Management
Iowa
$141K – – –
IFAM
620
Institutional & Family Asset Management
Colorado
$140K – – –
CIA
621
Cape Investment Advisory
Georgia
$139K +$136K +712 New
HGWM
622
Harvest Group Wealth Management
Massachusetts
$139K -$137K -715 -50%
HGERS
623
Householder Group Estate & Retirement Specialist
Arizona
$134K +$131K +685 New
Barclays
624
Barclays
United Kingdom
$131K -$268K -1,400 -68%
AIM
625
Acropolis Investment Management
Missouri
$130K -$58K -303 -31%