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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Barrett Asset Management
New York
$49K
NEAM
177
New England Asset Management
Connecticut
$43K +$41.7K +400 New
CFA
178
Carroll Financial Associates
North Carolina
$39K
IF
179
Ironwood Financial
Arizona
$38K
LIA
180
LS Investment Advisors
Michigan
$32K
UFA
181
US Financial Advisors
Massachusetts
$32K +$5.21K +50 +20%
GWS
182
Glassman Wealth Services
Virginia
$27K
WA
183
WFG Advisors
Texas
$26K -$9.58K -92 -28%
Legal & General Group
184
Legal & General Group
United Kingdom
$22K
CPIG
185
Chicago Partners Investment Group
Illinois
$21K +$1.35K +13 +7%
JIC
186
Joel Isaacson & Co
New York
$16K +$4.06K +39 +35%
HDIM
187
Hanson & Doremus Investment Management
Vermont
$15K -$11K -106 -44%
HCM
188
Horrell Capital Management
Arkansas
$14K
KPCM
189
Kings Point Capital Management
New York
$13K +$12.9K +124 New
NSIM
190
North Star Investment Management
Illinois
$12K
TC
191
Trust Company
Kansas
$9K +$8.23K +79 New
S
192
SignatureFD
Georgia
$8K
EWM
193
Evercore Wealth Management
New York
$7K +$7.19K +69 New
BPBT
194
Boston Private Bank & Trust
Massachusetts
$6K
DBT
195
Dubuque Bank & Trust
Iowa
$6K
FWM
196
Focused Wealth Management
New York
$6K
HNB
197
Huntington National Bank
Ohio
$4K +$3.65K +35 New
BCMIO
198
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$3.96K +38 New
SEI Investments
199
SEI Investments
Pennsylvania
$4K +$4.06K +39 New
NFG
200
Next Financial Group
Texas
$2K