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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
526
North Star Investment Management
Illinois
$70K
CFN
527
Cordasco Financial Network
Florida
$68K
RE
528
RBC Europe
United Kingdom
$66.2K +$26K +132 +73%
CB
529
Community Bank
New York
$66K
TIAM2
530
Tru Independence Asset Management 2
Oregon
$66K +$61.4K +312 New
LWA
531
Lenox Wealth Advisors
New York
$65K
LIA
532
LS Investment Advisors
Michigan
$62K
WT
533
Washington Trust
Rhode Island
$62K
FFA
534
Freedman Financial Associates
Massachusetts
$56K +$52.2K +265 New
LS
535
Leelyn Smith
Illinois
$51K
CA
536
Clearstead Advisors
Ohio
$50K
IBOK
537
Independence Bank of Kentucky
Kentucky
$49K
BSSFA
538
Baron Silver Stevens Financial Advisors
Florida
$49K +$45.7K +232 New
KFI
539
Key Financial Inc
Pennsylvania
$49K +$45.9K +233 New
BW
540
Bison Wealth
Georgia
$45K +$6.3K +32 +18%
FPS
541
Fieldpoint Private Securities
Connecticut
$45K +$41.4K +210 New
AIC
542
Archer Investment Corporation
Indiana
$44.1K
RDFA
543
Ritter Daniher Financial Advisory
Ohio
$42K +$39.4K +200 New
HDIM
544
Hanson & Doremus Investment Management
Vermont
$39K
PFO
545
Pathstone Family Office
New Jersey
$37K +$19.7K +100 +130%
TWM
546
Tradition Wealth Management
Minnesota
$37K +$34.5K +175 New
SL
547
Savior LLC
Massachusetts
$36K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$35K -$28.6K -145 -46%
MAWCM
549
Mine & Arao Wealth Creation & Management
California
$35K
GEA
550
Glen Eagle Advisors
New Jersey
$35K