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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
526
Strategic Blueprint
Georgia
$224K +$1.74K +9 +0.7%
ANTB
527
AMG National Trust Bank
Colorado
$220K -$42.6K -220 -16%
AF
528
Advisornet Financial
Minnesota
$220K -$28.6K -148 -11%
SG
529
StoneX Group
New York
$216K -$108K -559 -31%
GCM
530
G2 Capital Management
Ohio
$216K
VCA
531
Verdence Capital Advisors
Maryland
$216K +$238K +1,232 New
KWM
532
Kingsview Wealth Management
Oregon
$213K -$735K -3,796 -76%
PPW
533
Pinnacle Private Wealth
Massachusetts
$212K +$19.6K +101 +9%
WBCM
534
Wilson & Boucher Capital Management
California
$210K
RH
535
RFG Holdings
Texas
$210K +$387 +2 +0.2%
RBC
536
Roble Belko & Company
Pennsylvania
$209K
AIM
537
Arcadia Investment Management
Michigan
$209K +$98.3K +508 +74%
VVP
538
Venture Visionary Partners
Ohio
$208K -$376K -1,944 -62%
CWA
539
CM Wealth Advisors
Ohio
$206K +$228K +1,177 New
SW
540
Simplicity Wealth
New Jersey
$205K -$10.6K -55 -4%
BONH
541
Bank of New Hampshire
New Hampshire
$204K -$49.8K -257 -18%
IWC
542
Integrated Wealth Concepts
Massachusetts
$204K +$20.3K +105 +10%
RC
543
RegentAtlantic Capital
New Jersey
$202K +$223K +1,152 New
BAM
544
Belpointe Asset Management
Nevada
$201K -$22.1K -114 -9%
BFPW
545
BOK Financial Private Wealth
Colorado
$201K +$6.97K +36 +3%
PG
546
Proffitt & Goodson
Tennessee
$200K -$75.9K -392 -26%
SIM
547
Stratos Investment Management
Ohio
$200K +$387 +2 +0.2%
HSBC Holdings
548
HSBC Holdings
United Kingdom
$200K +$221K +1,143 New
SAM
549
S.A. Mason
Michigan
$189K
WT
550
Whittier Trust
California
$184K