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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
601
Penobscot Investment Management
Massachusetts
$202K -$80.8K -417 -30%
CWP
602
Concord Wealth Partners
Virginia
$201K +$15.1K +78 +9%
HAS
603
HBW Advisory Services
California
$201K +$189K +977 New
APW
604
Aurora Private Wealth
New Jersey
$201K +$190K +978 New
MWA
605
Martel Wealth Advisors
Washington
$201K +$189K +975 New
EW
606
Element Wealth
Mississippi
$185K
FM
607
Family Management
New York
$181K
CFB
608
Cullen/Frost Bankers
Texas
$178K +$19.4K +100 +13%
VF
609
VitalStone Financial
Texas
$173K
OIA
610
Optimum Investment Advisors
Illinois
$173K
BFPW
611
BOK Financial Private Wealth
Colorado
$170K -$26.4K -136 -14%
FP
612
Financial Perspectives
Minnesota
$167K
GBT
613
Grove Bank & Trust
Florida
$165K
LB
614
Legacy Bridge
Iowa
$164K
PIAS
615
PCA Investment Advisory Services
Ohio
$162K +$153K +788 New
ODG
616
O'Dell Group
Ohio
$157K +$148K +765 New
CIAS
617
Capital Investment Advisory Services
North Carolina
$157K -$775 -4 -0.5%
MPCG
618
Matrix Private Capital Group
New York
$155K -$1.74K -9 -1%
IFAM
619
Institutional & Family Asset Management
Colorado
$153K +$4.46K +23 +3%
CAS
620
Coppell Advisory Solutions
Texas
$147K +$140K +721 New
CIA
621
Cape Investment Advisory
Georgia
$144K -$2.13K -11 -2%
BTI
622
Blue Trust Inc
Georgia
$143K +$9.88K +51 +7%
Barclays
623
Barclays
United Kingdom
$138K
MFA
624
McClarren Financial Advisors
Pennsylvania
$136K +$388 +2 +0.3%
PTC
625
Private Trust Company
Ohio
$129K