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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
576
Sovereign Financial Group
Connecticut
$446K
AL
577
Aspiriant LLC
California
$445K
RMDI
578
R.M. Davis Inc
Maine
$434K
HI
579
Horizon Investments
North Carolina
$434K +$97.8K +420 +31%
MA
580
MCF Advisors
Kentucky
$434K
SC
581
Sierra Capital
Florida
$433K -$307K -1,317 -43%
NEWAS
582
N.E.W. Advisory Services
Wisconsin
$428K -$5.12K -22 -1%
KCM
583
Kennicott Capital Management
California
$423K
KA
584
Klingman & Associates
New York
$420K -$59.1K -254 -13%
CAM
585
Congress Asset Management
Massachusetts
$419K +$172K +738 +75%
TPW
586
Talon Private Wealth
Florida
$418K +$400K +1,718 New
SWM
587
Silverlake Wealth Management
Vermont
$415K +$111K +478 +39%
SB
588
Strategic Blueprint
Georgia
$414K -$27.7K -119 -7%
AF
589
Advisornet Financial
Minnesota
$414K -$35.6K -153 -8%
RFS
590
Richardson Financial Services
Massachusetts
$413K
IFWM
591
Institute for Wealth Management
Colorado
$409K
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$409K
UF
593
Univest Financial
Pennsylvania
$403K +$385K +1,654 New
CA
594
Continuum Advisory
Idaho
$400K +$12.6K +54 +4%
UAG
595
United Advisor Group
Ohio
$397K +$380K +1,632 New
FTDI
596
First Trust Direct Indexing
Massachusetts
$397K +$2.1K +9 +0.6%
IF
597
Ironwood Financial
Arizona
$396K +$379K +1,627 New
IAA
598
Independence Asset Advisors
Pennsylvania
$396K +$1.4K +6 +0.4%
VBWMG
599
Von Berge Wealth Management Group
California
$394K -$4.66K -20 -1%
HSBC Holdings
600
HSBC Holdings
United Kingdom
$392K -$394K -1,692 -51%