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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
376
Winslow Evans & Crocker
Massachusetts
$158K -$3.36K -22 -2%
BW
377
Bison Wealth
Georgia
$145K +$139K +913 New
PA
378
PSI Advisors
Florida
$141K +$136K +890 New
BWA
379
BDO Wealth Advisors
Florida
$140K -$7.32K -48 -5%
SBL
380
Sargent Bickham Lagudis
Colorado
$138K +$21.4K +140 +19%
BlackRock
381
BlackRock
New York
$133K +$9.31K +61 +8%
FP
382
Financial Perspectives
Minnesota
$129K +$124K +812 New
BAM
383
Belpointe Asset Management
Nevada
$127K -$33.4K -219 -22%
DSC
384
Duncker Streett & Co
Missouri
$127K +$122K +800 New
IIA
385
ICW Investment Advisors
Arizona
$122K +$117K +766 New
AWM
386
Atticus Wealth Management
Florida
$116K +$111K +729 New
SIC
387
Samalin Investment Counsel
New York
$115K +$111K +725 New
TPCW
388
TD Private Client Wealth
New York
$114K +$110K +719 New
IFAM
389
Institutional & Family Asset Management
Colorado
$114K
AA
390
Advisory Alpha
Michigan
$111K +$11.3K +74 +12%
PMFA
391
Plante Moran Financial Advisors
Michigan
$99K
CB
392
Community Bank
New York
$97K
OC
393
Oakworth Capital
Alabama
$97K
Chevy Chase Trust
394
Chevy Chase Trust
Maryland
$92K +$88K +577 New
JAWM
395
J. Arnold Wealth Management
Ohio
$92K +$88.5K +580 New
RWM
396
Raffa Wealth Management
District of Columbia
$85.7K
SWM
397
Selective Wealth Management
Virginia
$77K +$73.8K +484 New
PFGIA
398
Patriot Financial Group Insurance Agency
Massachusetts
$76K
CIAS
399
Capital Investment Advisory Services
North Carolina
$72K +$26.1K +171 +60%
BAM
400
Barrett Asset Management
New York
$71K