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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
551
Matrix Private Capital Group
New York
$184K +$7.94K +41 +4%
BWM
552
BerganKDV Wealth Management
Minnesota
$183K
JWA
553
JFS Wealth Advisors
Pennsylvania
$174K
FFA
554
Founders Financial Alliance
North Carolina
$170K +$184K +951 +4,755%
FM
555
Family Management
New York
$154K -$90.2K -466 -35%
CSB
556
City State Bank
Iowa
$151K -$3.87K -20 -2%
OIA
557
Optimum Investment Advisors
Illinois
$149K
FP
558
Financial Perspectives
Minnesota
$142K
LB
559
Legacy Bridge
Iowa
$140K
AIM
560
Acropolis Investment Management
Missouri
$138K
1IA
561
1834 Investment Advisors
Wisconsin
$132K +$136K +700 +1,296%
PMFA
562
Plante Moran Financial Advisors
Michigan
$128K
IHWM
563
Iron Horse Wealth Management
Iowa
$127K
IFAM
564
Institutional & Family Asset Management
Colorado
$126K
SSC
565
Syverson Strege & Co
Iowa
$125K -$20.5K -106 -13%
MCM
566
MV Capital Management
Maryland
$121K +$128K +660 +2,063%
CT
567
Caldwell Trust
Florida
$119K +$41.2K +213 +46%
IBOK
568
Independence Bank of Kentucky
Kentucky
$112K
Simplex Trading
569
Simplex Trading
Illinois
$110K +$38.7K +200 +46%
PTC
570
Private Trust Company
Ohio
$108K +$119K +617 New
SBL
571
Sargent Bickham Lagudis
Colorado
$107K +$5.03K +26 +4%
CI
572
Cordant Inc
Oregon
$106K -$7.16K -37 -6%
KFI
573
Key Financial Inc
Pennsylvania
$105K +$53.8K +278 +89%
OC
574
Oakworth Capital
Alabama
$103K -$3.29K -17 -3%
CCM
575
Covington Capital Management
California
$103K