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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
151
Cerity Partners OCIO
New York
$259K -$866 -8 -0.3%
SS
152
Simplicity Solutions
Minnesota
$254K -$86.2K -796 -25%
PWAG
153
Polaris Wealth Advisory Group
California
$252K -$99.4K -918 -28%
WEC
154
Winslow Evans & Crocker
Massachusetts
$252K +$10.2K +94 +4%
SWP
155
Stratos Wealth Partners
Ohio
$250K +$254K +2,347 New
Truist Financial
156
Truist Financial
North Carolina
$239K -$3.9K -36 -2%
AllianceBernstein
157
AllianceBernstein
Tennessee
$236K
FM
158
Foster & Motley
Ohio
$233K +$237K +2,190 New
CAN
159
Cetera Advisor Networks
California
$226K
OCM
160
One Capital Management
California
$224K
BF
161
BOK Financial
Oklahoma
$218K +$221K +2,044 New
BWM
162
Baystate Wealth Management
Massachusetts
$217K
RFC
163
Regions Financial Corp
Alabama
$213K -$758 -7 -0.3%
IWA
164
Inspirion Wealth Advisors
Illinois
$205K +$8.12K +75 +4%
ICAS
165
Investors Capital Advisory Services
Massachusetts
$201K +$204K +1,887 New
MWP
166
MYCIO Wealth Partners
Pennsylvania
$198K
LNWWM
167
Laird Norton Wetherby Wealth Management
California
$176K +$179K +1,652 New
WCM
168
Wealthcare Capital Management
Virginia
$167K -$52.4K -484 -24%
BRWM
169
B. Riley Wealth Management
Tennessee
$167K
SIG
170
Stanford Investment Group
California
$155K
AssetMark Inc
171
AssetMark Inc
California
$149K +$151K +1,398 New
EFSCE
172
Enterprise Financial Services Corp (EFSC)
Missouri
$136K
GWM
173
Gupta Wealth Management
California
$130K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$106K -$1.41K -13 -1%
CB
175
Community Bank
New York
$83K