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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
601
Denver Wealth Management
Colorado
$204K +$192K +991 New
IFWM
602
Institute for Wealth Management
Colorado
$203K +$191K +986 New
PIM
603
Penobscot Investment Management
Massachusetts
$202K -$80.8K -417 -30%
CWP
604
Concord Wealth Partners
Virginia
$201K +$15.1K +78 +9%
HAS
605
HBW Advisory Services
California
$201K +$189K +977 New
APW
606
Aurora Private Wealth
New Jersey
$201K +$190K +978 New
MWA
607
Martel Wealth Advisors
Washington
$201K +$189K +975 New
EW
608
Element Wealth
Mississippi
$185K – – –
FM
609
Family Management
New York
$181K – – –
CFB
610
Cullen/Frost Bankers
Texas
$178K +$19.4K +100 +13%
VF
611
VitalStone Financial
Texas
$173K – – –
OIA
612
Optimum Investment Advisors
Illinois
$173K – – –
BFPW
613
BOK Financial Private Wealth
Colorado
$170K -$26.4K -136 -14%
FP
614
Financial Perspectives
Minnesota
$167K – – –
GBT
615
Grove Bank & Trust
Florida
$165K – – –
LB
616
Legacy Bridge
Iowa
$164K – – –
PIAS
617
PCA Investment Advisory Services
Ohio
$162K +$153K +788 New
ODG
618
O'Dell Group
Ohio
$157K +$148K +765 New
CIAS
619
Capital Investment Advisory Services
North Carolina
$157K -$775 -4 -0.5%
MPCG
620
Matrix Private Capital Group
New York
$155K -$1.74K -9 -1%
IFAM
621
Institutional & Family Asset Management
Colorado
$153K +$4.46K +23 +3%
CAS
622
Coppell Advisory Solutions
Texas
$147K +$140K +721 New
CIA
623
Cape Investment Advisory
Georgia
$144K -$2.13K -11 -2%
BTI
624
Blue Trust Inc
Georgia
$143K +$9.88K +51 +7%
Barclays
625
Barclays
United Kingdom
$138K – – –