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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
601
Element Wealth
Mississippi
$162K +$163K +901 New
FM
602
Family Management
New York
$158K
VF
603
VitalStone Financial
Texas
$158K +$160K +885 New
CFGS
604
Concourse Financial Group Securities
Alabama
$156K -$149K -820 -49%
OIA
605
Optimum Investment Advisors
Illinois
$151K -$1.99K -11 -1%
FP
606
Financial Perspectives
Minnesota
$146K
GBT
607
Grove Bank & Trust
Florida
$144K +$145K +800 New
LB
608
Legacy Bridge
Iowa
$143K
CT
609
Caldwell Trust
Florida
$142K +$15.4K +85 +12%
CAS
610
Coppell Advisory Solutions
Texas
$141K +$143K +787 New
CASC
611
Coppell Advisory Solutions Corp
Texas
$141K +$143K +787 New
MPCG
612
Matrix Private Capital Group
New York
$140K +$181 +1 +0.1%
IHWM
613
Iron Horse Wealth Management
Iowa
$131K +$70.7K +390 +116%
IFAM
614
Institutional & Family Asset Management
Colorado
$129K
HNWAG
615
High Net Worth Advisory Group
Florida
$126K -$301K -1,659 -70%
MCM
616
MV Capital Management
Maryland
$124K
MFA
617
McClarren Financial Advisors
Pennsylvania
$119K +$362 +2 +0.3%
BTI
618
Blue Trust Inc
Georgia
$117K
SSC
619
Syverson Strege & Co
Iowa
$115K -$12.7K -70 -10%
IBOK
620
Independence Bank of Kentucky
Kentucky
$115K
PTC
621
Private Trust Company
Ohio
$115K +$2.54K +14 +2%
BlackRock
622
BlackRock
New York
$112K -$223K -1,231 -66%
BWM
623
Baystate Wealth Management
Massachusetts
$112K +$40.2K +222 +56%
NFSG
624
Newbridge Financial Services Group
Florida
$111K +$76.8K +424 +221%
CI
625
Cordant Inc
Oregon
$109K