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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
Optimum Investment Advisors
Illinois
$1.1M +$531 +4 +0%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.1M -$8.5K -64 -0.8%
PFPT
153
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.03M -$292K -2,201 -22%
NWM
154
Northwest Wealth Management
Iowa
$1.01M -$219K -1,651 -18%
FHA
155
Flagship Harbor Advisors
Massachusetts
$999K +$49.5K +373 +5%
SPC
156
Sigma Planning Corp
Michigan
$990K +$48.9K +368 +5%
PD
157
Planning Directions
Pennsylvania
$965K +$62.8K +473 +7%
MCM
158
Manchester Capital Management
Vermont
$960K -$52.3K -394 -5%
VFA
159
Voya Financial Advisors
Connecticut
$951K +$26.8K +202 +3%
CS
160
Comerica Securities
Michigan
$884K +$51.4K +387 +6%
3AM
161
3D Asset Management
Connecticut
$884K +$100K +756 +13%
EWA
162
EP Wealth Advisors
California
$881K +$3.59K +27 +0.4%
MBA
163
McQueen Ball & Associates
Pennsylvania
$880K – – –
WP
164
WealthShield Partners
North Carolina
$875K – – –
MFS
165
McNamara Financial Services
Massachusetts
$870K -$23.6K -178 -3%
GT
166
Glenview Trust
Kentucky
$864K – – –
BMM
167
Berkshire Money Management
Massachusetts
$850K – – –
IIC
168
Integrated Investment Consultants
Michigan
$840K – – –
SQA
169
Simon Quick Advisors
New Jersey
$834K +$797 +6 +0.1%
ST
170
Smithfield Trust
Pennsylvania
$824K -$26.8K -202 -3%
BIM
171
Baldwin Investment Management
Pennsylvania
$815K +$806K +6,065 New
WTFG
172
Wells Trecaso Financial Group
Ohio
$799K – – –
WLIM
173
White Lighthouse Investment Management
Massachusetts
$793K +$127K +955 +19%
BOH
174
Bank of Hawaii
Hawaii
$733K +$19.3K +145 +3%
GC
175
Grimes & Company
Massachusetts
$726K +$133 +1 +0%