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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
651
StoneX Group
New York
$493K -$632K -2,210 -56%
WP
652
Wealthspan Partners
Iowa
$491K -$24.9K -87 -5%
JWA
653
JFS Wealth Advisors
Pennsylvania
$490K +$104K +364 +26%
LNB
654
Ledyard National Bank
$489K -$14.9K -52 -3%
ONSWM
655
Old North State Wealth Management
North Carolina
$488K -$4.01K -14 -0.8%
KCM
656
Kennicott Capital Management
California
$485K
TAM
657
Townsend Asset Management
North Carolina
$483K -$2.58K -9 -0.5%
PCA
658
Prosperity Capital Advisors
Ohio
$483K -$1.16M -4,049 -70%
CWMK
659
Caliber Wealth Management (Kansas)
Kansas
$483K -$14.9K -52 -3%
DP
660
Dearborn Partners
Illinois
$480K
PWA
661
Peterson Wealth Advisors
Utah
$475K +$173K +603 +55%
CRC
662
Curi RMB Capital
Illinois
$471K -$57.2K -200 -11%
NEWAS
663
N.E.W. Advisory Services
Wisconsin
$471K
RIM
664
Rockbridge Investment Management
New York
$470K -$4.29K -15 -0.9%
EAM
665
Everstar Asset Management
North Carolina
$466K
UF
666
Univest Financial
Pennsylvania
$464K +$859 +3 +0.2%
AWA
667
Aaron Wealth Advisors
Illinois
$461K
GFM
668
GEN Financial Management
Minnesota
$458K
FIA
669
Foundations Investment Advisors
Arizona
$454K -$1.05M -3,676 -69%
TA
670
Tectonic Advisors
Texas
$445K +$67.3K +235 +17%
PSF
671
Pacific Sun Financial
California
$444K
MWA
672
Medallion Wealth Advisors
Connecticut
$443K -$72.4K -253 -14%
RA
673
RFG Advisory
Alabama
$443K +$28.9K +101 +7%
PTC
674
Private Trust Company
Ohio
$442K -$18.6K -65 -4%
BFG
675
Beacon Financial Group
Texas
$437K -$2.86K -10 -0.6%