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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
526
HUB Investment Partners
Texas
$456K +$42.4K +212 +11%
MSAM
527
Moloney Securities Asset Management
Missouri
$450K
GWM
528
Geneos Wealth Management
Colorado
$450K -$44.8K -224 -10%
WH
529
Willner & Heller
California
$448K +$408K +2,041 New
VPP
530
Vertex Planning Partners
Illinois
$447K +$100K +500 +33%
CAM
531
CPA Asset Management
Florida
$440K
FAT
532
First American Trust
California
$440K +$46.6K +233 +13%
SW
533
SteelPeak Wealth
California
$439K
GI
534
Gradient Investments
Minnesota
$439K +$140K +701 +54%
KWA
535
Kingswood Wealth Advisors
California
$430K +$391K +1,958 New
LA
536
LM Advisors
California
$428K +$390K +1,950 New
DP
537
Dearborn Partners
Illinois
$427K -$1K -5 -0.3%
WP
538
Wealthspan Partners
Iowa
$426K -$20K -100 -5%
FPIS
539
Financial Planning & Information Services
Wisconsin
$425K
WA
540
Wealthstream Advisors
New York
$403K
VRM
541
Vectors Research Management
New York
$403K -$27K -135 -7%
AIM
542
Anchor Investment Management
South Carolina
$402K +$21.4K +107 +6%
WSTAM
543
Wilbanks Smith & Thomas Asset Management
Virginia
$399K
KA
544
Klingman & Associates
New York
$398K
JCM
545
Jacobi Capital Management
Pennsylvania
$397K -$13.8K -69 -4%
MAG
546
Members Advisory Group
New York
$397K +$361K +1,806 New
ACS
547
Archford Capital Strategies
Illinois
$396K
Fisher Asset Management
548
Fisher Asset Management
Washington
$395K +$79.4K +397 +28%
MA
549
MCF Advisors
Kentucky
$391K
SG
550
StoneX Group
New York
$387K +$115K +573 +48%