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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
526
Carmichael Hill & Associates
Maryland
$295K – – –
CPO
527
Cerity Partners OCIO
New York
$291K -$4.63K -21 -2%
TFF
528
The Family Firm
Maryland
$289K +$61.6K +279 +27%
TPCW
529
TD Private Client Wealth
New York
$285K +$883 +4 +0.3%
RA
530
RFG Advisory
Alabama
$284K +$23.4K +106 +9%
SWP
531
Summit Wealth Partners
Florida
$283K +$281K +1,271 New
SB
532
Strategic Blueprint
Georgia
$283K – – –
BAM
533
Belpointe Asset Management
Nevada
$281K -$197K -891 -41%
MWM
534
Modera Wealth Management
New Jersey
$280K +$8.17K +37 +3%
GCM
535
G2 Capital Management
Ohio
$275K – – –
SW
536
Simplicity Wealth
New Jersey
$273K +$16.8K +76 +7%
ACP
537
Aveo Capital Partners
Colorado
$269K -$4.19K -19 -2%
WBCM
538
Wilson & Boucher Capital Management
California
$267K – – –
RBC
539
Roble Belko & Company
Pennsylvania
$266K – – –
RH
540
RFG Holdings
Texas
$266K +$441 +2 +0.2%
MHS
541
M Holdings Securities
Oregon
$264K +$261K +1,183 New
IFWM
542
Institute for Wealth Management
Colorado
$262K -$45K -204 -15%
SIM
543
Stratos Investment Management
Ohio
$254K +$221 +1 +0.1%
RSWM
544
Robertson Stephens Wealth Management
California
$253K +$251K +1,138 New
WFAG
545
Wescott Financial Advisory Group
Pennsylvania
$252K +$250K +1,133 New
AA
546
Argent Advisors
Louisiana
$250K +$17.7K +80 +8%
SPA
547
Sentinel Pension Advisors
Massachusetts
$249K – – –
IWA
548
IBEX Wealth Advisors
New Jersey
$248K +$221 +1 +0.1%
Lido Advisors
549
Lido Advisors
California
$247K -$3.75K -17 -2%
BFPW
550
BOK Financial Private Wealth
Colorado
$247K -$441 -2 -0.2%