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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
201
Robertson Stephens Advisors
California
$210K +$207K +1,860 New
WEC
202
Winslow Evans & Crocker
Massachusetts
$209K -$49.8K -448 -19%
IWA
203
Inspirion Wealth Advisors
Illinois
$209K +$206K +1,850 New
BFPW
204
BOK Financial Private Wealth
Colorado
$207K +$204K +1,835 New
CPO
205
Cerity Partners OCIO
New York
$202K +$198K +1,784 New
IA
206
Independence Advisors
Pennsylvania
$201K +$198K +1,779 New
JGIA
207
Jackson Grant Investment Advisers
Connecticut
$181K +$445 +4 +0.2%
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$159K – – –
ASN
209
Advisory Services Network
Georgia
$158K +$155K +1,395 New
WTC
210
WhitTier Trust Company
Nevada
$146K +$8.23K +74 +6%
NFG
211
Next Financial Group
Texas
$141K -$107K -960 -44%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$129K -$3.78K -34 -3%
KF
213
Krilogy Financial
Missouri
$110K – – –
PG
214
Patten Group
Tennessee
$102K – – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$97K -$25.8K -232 -21%
DSC
216
Duncker Streett & Co
Missouri
$90K – – –
OC
217
Oakworth Capital
Alabama
$86K +$67.3K +605 +395%
BlackRock
218
BlackRock
New York
$81K +$32.4K +291 +68%
EWM
219
Evercore Wealth Management
New York
$78K +$5.34K +48 +7%
PCP
220
Proficio Capital Partners
Massachusetts
$77K – – –
CB
221
Community Bank
New York
$76K – – –
BTIS
222
BB&T Investment Services
North Carolina
$75K +$4.78K +43 +7%
CFD
223
Creative Financial Designs
Indiana
$69K +$222 +2 +0.3%
AOWM
224
Alpha Omega Wealth Management
Virginia
$62K +$5.45K +49 +10%
RWM
225
Raffa Wealth Management
District of Columbia
$59.8K +$111 +1 +0.2%