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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Windsor Wealth Management
Indiana
$589K +$59.5K +463 +10%
LIM
202
Leavell Investment Management
Alabama
$580K -$29.5K -230 -5%
Deutsche Bank
203
Deutsche Bank
Germany
$577K +$342K +2,665 +123%
BJL
204
Brighton Jones LLC
Washington
$573K -$11.7K -91 -2%
VFA
205
Voya Financial Advisors
Connecticut
$563K -$300K -2,338 -33%
FWP
206
FAS Wealth Partners
Kansas
$554K +$594K +4,626 New
BB
207
Busey Bank
Illinois
$539K
SWM
208
Sequoia Wealth Management
Illinois
$539K +$334K +2,603 +137%
JFG
209
JMG Financial Group
Illinois
$538K -$2.31K -18 -0.4%
ST
210
Smithfield Trust
Pennsylvania
$532K -$87.6K -682 -13%
RJT
211
Raymond James Trust
Florida
$499K +$29.5K +230 +6%
DI
212
DFPG Investments
Utah
$479K +$514K +4,002 New
WWM
213
Western Wealth Management
Colorado
$479K +$514K +4,002 New
SIA
214
Starfire Investment Advisers
Michigan
$479K +$514K +4,005 New
SWP
215
Stratos Wealth Partners
Ohio
$452K +$55.6K +433 +13%
RWM
216
RKL Wealth Management
Pennsylvania
$451K -$68.2K -531 -12%
AAS
217
Avantax Advisory Services
Texas
$442K +$476K +3,704 New
CFA
218
Carroll Financial Associates
North Carolina
$434K +$1.03K +8 +0.2%
FA
219
FC Advisory
Pennsylvania
$421K +$770 +6 +0.2%
KeyBank National Association
220
KeyBank National Association
Ohio
$410K +$99.4K +774 +29%
CRC
221
Curi RMB Capital
Illinois
$405K
AWCI
222
Alpine Woods Capital Investors
New York
$401K
FFBTD
223
First Financial Bank - Trust Division
Ohio
$398K
BP
224
Ballentine Partners
Massachusetts
$396K
SS
225
Simplicity Solutions
Minnesota
$387K -$1.66M -12,966 -80%