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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
PSI Advisors
Florida
$141K +$136K +890 New
BWA
377
BDO Wealth Advisors
Florida
$140K -$7.32K -48 -5%
SBL
378
Sargent Bickham Lagudis
Colorado
$138K +$21.4K +140 +19%
BlackRock
379
BlackRock
New York
$133K +$9.31K +61 +8%
FP
380
Financial Perspectives
Minnesota
$129K +$124K +812 New
BAM
381
Belpointe Asset Management
Nevada
$127K -$33.4K -219 -22%
DSC
382
Duncker Streett & Co
Missouri
$127K +$122K +800 New
IIA
383
ICW Investment Advisors
Arizona
$122K +$117K +766 New
AWM
384
Atticus Wealth Management
Florida
$116K +$111K +729 New
SIC
385
Samalin Investment Counsel
New York
$115K +$111K +725 New
TPCW
386
TD Private Client Wealth
New York
$114K +$110K +719 New
IFAM
387
Institutional & Family Asset Management
Colorado
$114K – – –
AA
388
Advisory Alpha
Michigan
$111K +$11.3K +74 +12%
PMFA
389
Plante Moran Financial Advisors
Michigan
$99K – – –
CB
390
Community Bank
New York
$97K – – –
OC
391
Oakworth Capital
Alabama
$97K – – –
Chevy Chase Trust
392
Chevy Chase Trust
Maryland
$92K +$88K +577 New
JAWM
393
J. Arnold Wealth Management
Ohio
$92K +$88.5K +580 New
RWM
394
Raffa Wealth Management
District of Columbia
$85.7K – – –
LS
395
Leelyn Smith
Illinois
$81K +$78.3K +513 New
SWM
396
Selective Wealth Management
Virginia
$77K +$73.8K +484 New
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$76K – – –
CIAS
398
Capital Investment Advisory Services
North Carolina
$72K +$26.1K +171 +60%
BAM
399
Barrett Asset Management
New York
$71K – – –
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$71K +$153 +1 +0.2%