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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
376
Courier Capital
New York
$708K +$58.9K +267 +9%
LRPA
377
L. Roy Papp & Associates
Arizona
$707K +$29.8K +135 +4%
RFC
378
Regions Financial Corp
Alabama
$706K -$16.8K -76 -2%
SC
379
SouthState Corp
Florida
$701K +$558K +2,530 +410%
BWM
380
BCS Wealth Management
Tennessee
$699K – – –
VVP
381
Venture Visionary Partners
Ohio
$697K +$441 +2 +0.1%
FAT
382
First American Trust
California
$693K -$144K -651 -17%
OCM
383
Orser Capital Management
Texas
$682K -$745K -3,375 -52%
CWM
384
Calamos Wealth Management
Illinois
$682K – – –
SC
385
Steph & Co
Wisconsin
$678K -$17.4K -79 -3%
FA
386
FDx Advisors
Illinois
$672K -$26.7K -121 -4%
GWM
387
Geneos Wealth Management
Colorado
$665K -$177K -802 -21%
EWM
388
Empirical Wealth Management
Washington
$656K -$179K -809 -22%
FWP
389
Falcon Wealth Planning
California
$643K +$430K +1,949 +208%
SCM
390
Southport Capital Management
Tennessee
$640K -$1.7M -7,711 -73%
CCM
391
Coldstream Capital Management
Washington
$629K -$405K -1,836 -39%
HWA
392
Heartwood Wealth Advisors
Virginia
$629K -$11K -50 -2%
DI
393
DFPG Investments
Utah
$629K +$8.61K +39 +1%
RWP
394
Revolve Wealth Partners
New Jersey
$625K -$7.28K -33 -1%
BS
395
Boenning & Scattergood
Pennsylvania
$619K +$121K +550 +25%
Jane Street
396
Jane Street
New York
$618K -$4.51M -20,424 -88%
Barclays
397
Barclays
United Kingdom
$617K – – –
RIA
398
Realta Investment Advisors
Delaware
$613K +$282K +1,278 +87%
BWP
399
Bernardo Wealth Planning
Pennsylvania
$612K – – –
CFO
400
Collective Family Office
Pennsylvania
$609K -$69.5K -315 -10%