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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$176K +$7.49K +50 +4%
GRP
327
Global Retirement Partners
California
$176K +$16.2K +108 +10%
WTC
328
WhitTier Trust Company
Nevada
$167K – – –
APSP
329
Asset Planning Services (Pennsylvania)
Pennsylvania
$165K +$749 +5 +0.5%
BWM
330
BerganKDV Wealth Management
Minnesota
$155K – – –
WEC
331
Winslow Evans & Crocker
Massachusetts
$152K -$5.99K -40 -4%
BAM
332
Belpointe Asset Management
Nevada
$151K -$39.4K -263 -21%
TW
333
Towerpoint Wealth
California
$149K +$151K +1,009 New
BAMG
334
Brand Asset Management Group
Missouri
$148K – – –
QAM
335
QCI Asset Management
New York
$148K – – –
BWA
336
BDO Wealth Advisors
Florida
$137K -$3.44K -23 -2%
CPA
337
Capital Planning Advisors
California
$126K +$128K +854 New
BlackRock
338
BlackRock
New York
$115K +$5.99K +40 +5%
SBL
339
Sargent Bickham Lagudis
Colorado
$108K +$300 +2 +0.3%
IFAM
340
Institutional & Family Asset Management
Colorado
$107K – – –
TA
341
Thor Advisors
New York
$107K +$108K +723 New
TSW
342
Thompson Siegel & Walmsley
Virginia
$103K – – –
PMFA
343
Plante Moran Financial Advisors
Michigan
$93K – – –
CB
344
Community Bank
New York
$90K – – –
OC
345
Oakworth Capital
Alabama
$90K – – –
AA
346
Advisory Alpha
Michigan
$88K +$90.5K +604 New
RWM
347
Raffa Wealth Management
District of Columbia
$80K +$80.9K +540 New
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$899 -6 -1%
BAM
349
Barrett Asset Management
New York
$67K – – –
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$66K +$150 +1 +0.2%