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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$173K
MPCG
402
Matrix Private Capital Group
New York
$172K
BAMG
403
Brand Asset Management Group
Missouri
$165K -$2.87K -19 -2%
TAM
404
Townsend Asset Management
North Carolina
$161K -$15.1K -100 -9%
GRP
405
Global Retirement Partners
California
$156K -$39K -258 -21%
WEC
406
Winslow Evans & Crocker
Massachusetts
$136K +$9.68K +64 +8%
FP
407
Financial Perspectives
Minnesota
$134K
BBHC
408
Brown Brothers Harriman & Co
New York
$132K
IFAM
409
Institutional & Family Asset Management
Colorado
$120K +$1.36K +9 +1%
BWA
410
BDO Wealth Advisors
Florida
$116K -$24K -159 -18%
BlackRock
411
BlackRock
New York
$116K -$6.05K -40 -5%
LB
412
Legacy Bridge
Iowa
$111K -$30.2K -200 -23%
DSC
413
Duncker Streett & Co
Missouri
$107K
BAM
414
Belpointe Asset Management
Nevada
$106K +$96.9K +641 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$103K
OC
416
Oakworth Capital
Alabama
$100K
CIAS
417
Capital Investment Advisory Services
North Carolina
$99K +$87.6K +579 +3,047%
THWM
418
Taylor Hoffman Wealth Management
Virginia
$99K +$90.9K +601 New
RWM
419
Raffa Wealth Management
District of Columbia
$89.1K
BWM
420
Baystate Wealth Management
Massachusetts
$85K +$151 +1 +0.2%
SWM
421
Selective Wealth Management
Virginia
$80K
BFIM
422
Beese Fulmer Investment Management
Ohio
$80K +$73K +483 New
BC
423
Bartlett & Co
Ohio
$67K
BCWM
424
Bartlett & Co Wealth Management
Ohio
$66.7K
CCM
425
Covington Capital Management
California
$66K