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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Strategic Financial Services
New York
$441K – – –
SC
452
Savant Capital
Illinois
$439K +$431K +2,250 New
JIC
453
Johnson Investment Counsel
Ohio
$438K – – –
IWN
454
Independent Wealth Network
Iowa
$434K +$59.5K +311 +16%
RMCM
455
Reynders McVeigh Capital Management
Massachusetts
$431K -$108K -564 -20%
LWM
456
Laidlaw Wealth Management
New York
$429K – – –
OCM
457
One Capital Management
California
$416K – – –
CHAM
458
Clear Harbor Asset Management
Connecticut
$413K – – –
WTC
459
WhitTier Trust Company
Nevada
$412K – – –
PL
460
Plancorp LLC
Missouri
$411K – – –
PIA
461
Powell Investment Advisors
Florida
$411K – – –
SWM
462
Spire Wealth Management
Virginia
$409K +$103K +540 +35%
SFC
463
Strategic Financial Concepts
Texas
$409K +$402K +2,100 New
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$409K +$766 +4 +0.2%
EL
465
EWA LLC
Pennsylvania
$409K +$414K +2,160 New
CJL
466
Cyrus J. Lawrence
New York
$408K – – –
HIP
467
HUB Investment Partners
Texas
$407K +$400K +2,087 New
WA
468
WP Advisors
California
$403K -$88.1K -460 -18%
MSAM
469
Moloney Securities Asset Management
Missouri
$399K +$392K +2,045 New
Neuberger Berman Group
470
Neuberger Berman Group
New York
$397K +$41.7K +218 +12%
NP
471
NorthRock Partners
Minnesota
$396K -$89.8K -469 -19%
CFG
472
Citizens Financial Group
Rhode Island
$395K +$766 +4 +0.2%
CW
473
Channel Wealth
California
$393K +$386K +2,018 New
CAM
474
CPA Asset Management
Florida
$391K – – –
PFO
475
Pathstone Family Office
New Jersey
$390K -$182K -950 -32%