We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Principle Wealth Partners
Connecticut
$204K +$207K +804 New
AIA
802
Armor Investment Advisors
North Carolina
$203K – – –
GBT
803
Grove Bank & Trust
Florida
$203K – – –
WAG
804
Winthrop Advisory Group
Massachusetts
$202K +$205K +797 New
CG
805
Corundum Group
Colorado
$202K +$205K +795 New
PS
806
Planned Solutions
California
$201K – – –
CA
807
CoreCap Advisors
Michigan
$197K +$22.7K +88 +13%
PP
808
PrairieView Partners
Minnesota
$197K – – –
S
809
SignatureFD
Georgia
$197K +$257 +1 +0.1%
CWM
810
Centricity Wealth Management
Ohio
$193K +$195K +759 New
BONH
811
Bank of New Hampshire
New Hampshire
$189K – – –
NC
812
NewSquare Capital
Pennsylvania
$187K +$187K +725 +6,042%
BOJHT
813
Bank of Jackson Hole Trust
Wyoming
$187K +$190K +737 New
CIAS
814
Capital Investment Advisory Services
North Carolina
$186K -$21.9K -85 -10%
LFG
815
Larson Financial Group
Missouri
$174K -$88.5K -344 -33%
LB
816
Legacy Bridge
Iowa
$166K – – –
BCWM
817
Bartlett & Co Wealth Management
Ohio
$166K – – –
HFS
818
Horizon Financial Services
North Carolina
$162K – – –
EWP
819
Elevation Wealth Partners
California
$156K – – –
LI
820
LRI Investments
Florida
$156K – – –
Russell Investments Group
821
Russell Investments Group
United Kingdom
$154K +$34K +132 +28%
GA
822
GoalVest Advisory
New York
$154K -$1.03K -4 -0.7%
RWM
823
Raffa Wealth Management
District of Columbia
$153K +$13.6K +53 +10%
MPCG
824
Matrix Private Capital Group
New York
$153K +$1.29K +5 +0.8%
CI
825
Cordant Inc
Oregon
$153K – – –