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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
501
Petix & Botte Financial
California
$263K -$332K -1,713 -53%
PSF
502
Pacific Sun Financial
California
$262K +$4.84K +25 +2%
TAM
503
Townsend Asset Management
North Carolina
$258K -$25.7K -133 -8%
ACM
504
Allred Capital Management
Texas
$258K -$9.49K -49 -3%
NSAM
505
North Star Asset Management
Wisconsin
$258K +$17.4K +90 +7%
AWM
506
Apollon Wealth Management
South Carolina
$257K
MWM
507
Modera Wealth Management
New Jersey
$255K +$38.7K +200 +16%
LSPW
508
Lake Street Private Wealth
Illinois
$254K +$102K +527 +57%
KP
509
Keel Point
Alabama
$251K +$236K +1,221 New
SW
510
SVB Wealth
Massachusetts
$249K +$250K +1,292 +1,025%
Citadel Advisors
511
Citadel Advisors
Florida
$247K -$1.71M -8,854 -86%
KF
512
Krilogy Financial
Missouri
$246K +$6.97K +36 +3%
TPCW
513
TD Private Client Wealth
New York
$243K +$20.9K +108 +8%
WTB
514
Washington Trust Bank
Washington
$242K +$268K +1,382 New
RIS
515
Retirement Income Solutions
Michigan
$241K +$266K +1,376 New
WFA
516
Wells Financial Advisors
Massachusetts
$240K -$1.94K -10 -0.7%
PA
517
Parkside Advisors
California
$237K
W
518
WealthOne
New York
$234K -$4.26K -22 -2%
ACP
519
Aveo Capital Partners
Colorado
$230K +$20.1K +104 +9%
YIH
520
Y-Intercept (HK)
Hong Kong
$230K +$254K +1,310 New
CHA
521
Carmichael Hill & Associates
Maryland
$229K -$3.68K -19 -1%
CPO
522
Cerity Partners OCIO
New York
$229K
TFF
523
The Family Firm
Maryland
$228K +$387 +2 +0.2%
PIA
524
Pinion Investment Advisors
Kansas
$227K -$6.39K -33 -2%
GCM
525
Geneva Capital Management
Wisconsin
$227K +$251K +1,296 New