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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
551
Triton Wealth Management
Arizona
$455K -$14.7K -64 -3%
KA
552
Klingman & Associates
New York
$454K +$52.3K +228 +13%
RCAG
553
Rehmann Capital Advisory Group
Michigan
$454K +$100K +436 +28%
IAN
554
Integrated Advisors Network
Texas
$450K +$459 +2 +0.1%
LA
555
LM Advisors
California
$448K +$447K +1,950 New
BCIM
556
Bishop & Co Investment Management
Pennsylvania
$446K -$34.6K -151 -7%
WH
557
Willner & Heller
California
$445K +$10.5K +46 +2%
PI
558
PFG Investments
New York
$443K -$1.01M -4,393 -69%
DP
559
Dearborn Partners
Illinois
$442K -$4.59K -20 -1%
PMFA
560
Plante Moran Financial Advisors
Michigan
$437K -$6.19K -27 -1%
GIM
561
Goelzer Investment Management
Indiana
$433K -$163K -709 -27%
HIP
562
HUB Investment Partners
Texas
$428K – – –
SG
563
StoneX Group
New York
$426K +$31.6K +138 +8%
AF
564
Advisornet Financial
Minnesota
$425K -$17.7K -77 -4%
WA
565
Wealthstream Advisors
New York
$421K – – –
SFG
566
Sovereign Financial Group
Connecticut
$420K -$14K -61 -3%
IC
567
Iconiq Capital
California
$420K +$420K +1,831 New
AL
568
Aspiriant LLC
California
$420K +$419K +1,828 New
SB
569
Strategic Blueprint
Georgia
$418K +$52.5K +229 +14%
TC
570
Trilogy Capital
California
$417K +$417K +1,818 New
ACS
571
Archford Capital Strategies
Illinois
$414K – – –
RFS
572
Richardson Financial Services
Massachusetts
$413K +$308K +1,342 +293%
VT
573
Vise Technologies
New York
$411K -$55.7K -243 -12%
MA
574
MCF Advisors
Kentucky
$409K – – –
RMDI
575
R.M. Davis Inc
Maine
$409K +$409K +1,782 New