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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
601
Rehmann Capital Advisory Group
Michigan
$563K -$126K -490 -20%
SIM
602
Stratos Investment Management
Ohio
$559K +$208K +807 +70%
WH
603
Willner & Heller
California
$558K
BCIM
604
Bishop & Co Investment Management
Pennsylvania
$555K +$166K +644 +49%
MIA
605
Milestone Investment Advisors
Wisconsin
$554K -$50.8K -197 -9%
AF
606
Apollon Financial
South Carolina
$554K
MWA
607
Medallion Wealth Advisors
Connecticut
$551K -$10.6K -41 -2%
TWM
608
Triton Wealth Management
Arizona
$546K +$485K +1,881 New
HIP
609
HUB Investment Partners
Texas
$544K
PCIA
610
Prime Capital Investment Advisors
Kansas
$542K -$1.6M -6,194 -76%
CWMK
611
Caliber Wealth Management (Kansas)
Kansas
$539K -$21.1K -82 -4%
ONSWM
612
Old North State Wealth Management
North Carolina
$531K +$50K +194 +12%
MAS
613
Meeder Advisory Services
Ohio
$531K -$264K -1,024 -35%
FMI
614
F/M Investments
District of Columbia
$530K -$51.6K -200 -10%
LNB
615
Ledyard National Bank
$528K -$65.5K -254 -12%
SFG
616
Sovereign Financial Group
Connecticut
$528K +$2.32K +9 +0.5%
MWA
617
Meridian Wealth Advisors
Texas
$527K
IAN
618
Integrated Advisors Network
Texas
$527K +$5.42K +21 +1%
WP
619
Wealthspan Partners
Iowa
$525K
IC
620
Iconiq Capital
California
$523K
FCH
621
Freestone Capital Holdings
Washington
$519K -$7.74K -30 -2%
FFL
622
Financial Freedom LLC
Ohio
$517K -$29.7K -115 -6%
SG
623
StoneX Group
New York
$514K -$147K -572 -24%
ACS
624
Archford Capital Strategies
Illinois
$513K
MA
625
MCF Advisors
Kentucky
$507K