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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
701
Envestnet Portfolio Solutions
Illinois
$356K -$734K -2,675 -66%
4WM
702
49 Wealth Management
Texas
$355K -$44.7K -163 -11%
NWMP
703
Noble Wealth Management PBC
Colorado
$354K
WI
704
WrapManager Inc
California
$350K -$54.1K -197 -13%
LSWP
705
Liberty Square Wealth Partners
Pennsylvania
$349K
CT
706
Caldwell Trust
Florida
$347K +$18.4K +67 +5%
TPCW
707
TD Private Client Wealth
New York
$340K +$6.86K +25 +2%
PIFP
708
Partners in Financial Planning
Virginia
$339K +$823 +3 +0.2%
LWPC
709
Legacy Wealth Partners (Colorado)
Colorado
$338K -$234K -851 -39%
KA
710
Kovack Advisors
Florida
$337K -$13.7K -50 -4%
NRI
711
NFP Retirement Inc
California
$337K +$4.39K +16 +1%
CA
712
Continuum Advisory
Idaho
$333K +$549 +2 +0.2%
A
713
Argentarii
Ohio
$333K +$54.3K +198 +18%
MWM
714
Mission Wealth Management
California
$333K
PGFC
715
Peapack-Gladstone Financial Corp
New Jersey
$331K -$6.86K -25 -2%
AIA
716
AIMZ Investment Advisors
California
$331K
ISWM
717
Independent Solutions Wealth Management
New York
$330K +$29.9K +109 +9%
Kayne Anderson Rudnick Investment Management
718
Kayne Anderson Rudnick Investment Management
California
$329K +$314K +1,145 +854%
HFW
719
Horizon Family Wealth
Illinois
$329K +$350K +1,277 New
TMWM
720
Taylor & Morgan Wealth Management
Michigan
$327K +$34.6K +126 +11%
KA
721
Klingman & Associates
New York
$325K -$6.86K -25 -2%
SOS
722
Silver Oak Securities
Tennessee
$324K -$24.7K -90 -7%
BCIM
723
Bishop & Co Investment Management
Pennsylvania
$324K -$190K -692 -35%
HSBC Holdings
724
HSBC Holdings
United Kingdom
$322K
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$320K +$823 +3 +0.2%