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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acropolis Investment Management
Missouri
$174K – – –
EW
602
Element Wealth
Mississippi
$162K +$163K +901 New
FM
603
Family Management
New York
$158K – – –
VF
604
VitalStone Financial
Texas
$158K +$160K +885 New
CFGS
605
Concourse Financial Group Securities
Alabama
$156K -$149K -820 -49%
OIA
606
Optimum Investment Advisors
Illinois
$151K -$1.99K -11 -1%
FP
607
Financial Perspectives
Minnesota
$146K – – –
GBT
608
Grove Bank & Trust
Florida
$144K +$145K +800 New
LB
609
Legacy Bridge
Iowa
$143K – – –
CT
610
Caldwell Trust
Florida
$142K +$15.4K +85 +12%
CAS
611
Coppell Advisory Solutions
Texas
$141K +$143K +787 New
CASC
612
Coppell Advisory Solutions Corp
Texas
$141K +$143K +787 New
MPCG
613
Matrix Private Capital Group
New York
$140K +$181 +1 +0.1%
IHWM
614
Iron Horse Wealth Management
Iowa
$131K +$70.7K +390 +116%
IFAM
615
Institutional & Family Asset Management
Colorado
$129K – – –
HNWAG
616
High Net Worth Advisory Group
Florida
$126K -$301K -1,659 -70%
MCM
617
MV Capital Management
Maryland
$124K – – –
MFA
618
McClarren Financial Advisors
Pennsylvania
$119K +$362 +2 +0.3%
BTI
619
Blue Trust Inc
Georgia
$117K – – –
SSC
620
Syverson Strege & Co
Iowa
$115K -$12.7K -70 -10%
IBOK
621
Independence Bank of Kentucky
Kentucky
$115K – – –
PTC
622
Private Trust Company
Ohio
$115K +$2.54K +14 +2%
BlackRock
623
BlackRock
New York
$112K -$223K -1,231 -66%
BWM
624
Baystate Wealth Management
Massachusetts
$112K +$40.2K +222 +56%
NFSG
625
Newbridge Financial Services Group
Florida
$111K +$76.8K +424 +221%