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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCTIC
201
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$397K
Bessemer Group
202
Bessemer Group
New Jersey
$394K +$18.4K +140 +5%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$389K
FA
204
FC Advisory
Pennsylvania
$385K +$27.3K +208 +8%
BAM
205
Belpointe Asset Management
Nevada
$381K -$12.6K -96 -3%
AFP
206
Ausdal Financial Partners
Iowa
$366K -$3.15K -24 -0.8%
CTC
207
Central Trust Company
Missouri
$362K +$125K +952 +52%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$356K +$131 +1 +0%
AllianceBernstein
209
AllianceBernstein
Tennessee
$356K +$59.1K +450 +20%
YWP
210
YorkBridge Wealth Partners
New York
$354K -$34.2K -260 -9%
NP
211
NorthRock Partners
Minnesota
$345K -$50.6K -385 -13%
V
212
Veritable
Delaware
$343K
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$337K +$78.8K +600 +30%
THWM
214
Taylor Hoffman Wealth Management
Virginia
$335K -$72.3K -550 -18%
DBRC
215
D.B. Root & Company
Pennsylvania
$335K +$340K +2,585 New
REMPR
216
Roof Eidam Maycock Peralta (REMP)
California
$327K
Truist Financial
217
Truist Financial
North Carolina
$321K
M&T Bank
218
M&T Bank
New York
$321K +$56.2K +428 +21%
ASN
219
Advisory Services Network
Georgia
$318K -$43.1K -328 -12%
PIA
220
Pinion Investment Advisors
Kansas
$315K +$319K +2,429 New
AF
221
Allworth Financial
California
$309K -$103K -787 -25%
AF
222
Arrow Financial
New York
$308K +$312K +2,375 New
LFAS
223
Level Four Advisory Services
Texas
$292K -$920 -7 -0.3%
SS
224
Simplicity Solutions
Minnesota
$287K +$65.9K +502 +29%
KeyBank National Association
225
KeyBank National Association
Ohio
$286K +$27.9K +212 +11%