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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
376
Davenport & Co
Virginia
$548K +$35.3K +146 +7%
AIM
377
AMI Investment Management
Indiana
$540K – – –
SFS
378
Strategic Financial Services
New York
$534K – – –
NWM
379
Northwest Wealth Management
Iowa
$525K -$3.15K -13 -0.6%
BS
380
Boenning & Scattergood
Pennsylvania
$525K -$242 -1 -0%
NP
381
NorthRock Partners
Minnesota
$524K +$242 +1 +0%
SF
382
Summit Financial
New Jersey
$524K +$537K +2,217 New
BRWM
383
B. Riley Wealth Management
Tennessee
$521K +$534K +2,205 New
MG
384
Mather Group
Illinois
$505K -$8.47K -35 -2%
WP
385
WealthSource Partners
California
$504K +$7.75K +32 +2%
CL
386
Choreo LLC
Illinois
$503K -$28.8K -119 -5%
ACM
387
Allred Capital Management
Texas
$500K -$55.9K -231 -10%
PL
388
Plancorp LLC
Missouri
$499K – – –
RMCM
389
Reynders McVeigh Capital Management
Massachusetts
$499K – – –
ACS
390
Archford Capital Strategies
Illinois
$494K – – –
BAM
391
Belpointe Asset Management
Nevada
$491K +$200K +828 +66%
CTC
392
Central Trust Company
Missouri
$489K -$182K -750 -27%
CFG
393
Citizens Financial Group
Rhode Island
$484K +$11.1K +46 +2%
IWN
394
Independent Wealth Network
Iowa
$482K +$450K +1,860 New
Neuberger Berman Group
395
Neuberger Berman Group
New York
$472K – – –
FWIA
396
Fort Washington Investment Advisors
Ohio
$462K – – –
AF
397
Advisornet Financial
Minnesota
$457K -$472K -1,949 -50%
DWM
398
Defined Wealth Management
Oregon
$454K +$5.08K +21 +1%
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$454K +$97.3K +402 +26%
HTC
400
Haverford Trust Company
Pennsylvania
$453K -$130K -539 -22%