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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
526
The Family Firm
Maryland
$289K +$61.6K +279 +27%
TPCW
527
TD Private Client Wealth
New York
$285K +$883 +4 +0.3%
RA
528
RFG Advisory
Alabama
$284K +$23.4K +106 +9%
SWP
529
Summit Wealth Partners
Florida
$283K +$281K +1,271 New
SB
530
Strategic Blueprint
Georgia
$283K
BAM
531
Belpointe Asset Management
Nevada
$281K -$197K -891 -41%
MWM
532
Modera Wealth Management
New Jersey
$280K +$8.17K +37 +3%
GCM
533
G2 Capital Management
Ohio
$275K
SW
534
Simplicity Wealth
New Jersey
$273K +$16.8K +76 +7%
ACP
535
Aveo Capital Partners
Colorado
$269K -$4.19K -19 -2%
WBCM
536
Wilson & Boucher Capital Management
California
$267K
RBC
537
Roble Belko & Company
Pennsylvania
$266K
RH
538
RFG Holdings
Texas
$266K +$441 +2 +0.2%
MHS
539
M Holdings Securities
Oregon
$264K +$261K +1,183 New
IFWM
540
Institute for Wealth Management
Colorado
$262K -$45K -204 -15%
SIM
541
Stratos Investment Management
Ohio
$254K +$221 +1 +0.1%
RSWM
542
Robertson Stephens Wealth Management
California
$253K +$251K +1,138 New
WFAG
543
Wescott Financial Advisory Group
Pennsylvania
$252K +$250K +1,133 New
AA
544
Argent Advisors
Louisiana
$250K +$17.7K +80 +8%
SPA
545
Sentinel Pension Advisors
Massachusetts
$249K
IWA
546
IBEX Wealth Advisors
New Jersey
$248K +$221 +1 +0.1%
Lido Advisors
547
Lido Advisors
California
$247K -$3.75K -17 -2%
BFPW
548
BOK Financial Private Wealth
Colorado
$247K -$441 -2 -0.2%
PPW
549
Pinnacle Private Wealth
Massachusetts
$247K
AWM
550
Aevitas Wealth Management
Massachusetts
$246K -$6.62K -30 -3%