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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
226
CIBC Bank USA
Illinois
$386K
BAM
227
Belpointe Asset Management
Nevada
$383K -$41K -319 -9%
MCTIC
228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$370K
SBIA
229
Sheaff Brock Investment Advisors
Indiana
$367K
BWP
230
Bernardo Wealth Planning
Pennsylvania
$361K +$387K +3,014 New
AIM
231
AMI Investment Management
Indiana
$359K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$359K
SI
233
Stephens Inc
Arkansas
$356K +$50K +389 +15%
IA
234
IFP Advisors
Florida
$345K -$163K -1,268 -30%
RFC
235
Regions Financial Corp
Alabama
$337K -$2.57K -20 -0.7%
LWAC
236
Laurel Wealth Advisors (California)
California
$330K
YWP
237
YorkBridge Wealth Partners
New York
$329K -$3.21K -25 -0.9%
AWM
238
AE Wealth Management
Kansas
$325K -$2.07M -16,096 -86%
NP
239
NorthRock Partners
Minnesota
$319K
V
240
Veritable
Delaware
$317K
COI
241
Capital One Investing
Virginia
$313K +$336K +2,619 New
Truist Financial
242
Truist Financial
North Carolina
$310K
WSFS
243
Wilmington Savings Fund Society
Delaware
$309K -$15.3K -119 -4%
PIA
244
Pinion Investment Advisors
Kansas
$305K +$18.6K +145 +6%
DC
245
Davenport & Co
Virginia
$303K +$25.7K +200 +9%
REMPR
246
Roof Eidam Maycock Peralta (REMP)
California
$302K
CHA
247
Carmichael Hill & Associates
Maryland
$300K +$47.8K +372 +17%
WI
248
Wintrust Investments
Illinois
$293K +$19.3K +150 +7%
AF
249
Allworth Financial
California
$291K +$1.54K +12 +0.5%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$288K -$4.88K -38 -2%