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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
701
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$438K – – –
Fisher Asset Management
702
Fisher Asset Management
Washington
$435K -$294K -1,018 -42%
PGFC
703
Peapack-Gladstone Financial Corp
New Jersey
$432K +$36.1K +125 +10%
AP
704
Atwood & Palmer
Missouri
$429K – – –
DWM
705
Diversify Wealth Management
Utah
$424K +$4.04K +14 +1%
DAS
706
Diversify Advisory Services
Utah
$424K +$415K +1,437 New
BCM
707
BluePath Capital Management
Georgia
$423K +$399K +1,382 New
RFS
708
Richardson Financial Services
Massachusetts
$423K +$92.9K +322 +30%
WI
709
WrapManager Inc
California
$415K -$865 -3 -0.2%
LSWP
710
Liberty Square Wealth Partners
Pennsylvania
$415K – – –
SG
711
StoneX Group
New York
$412K -$34.9K -121 -8%
CAM
712
Congress Asset Management
Massachusetts
$411K -$127K -442 -25%
CA
713
Continuum Advisory
Idaho
$404K +$6.92K +24 +2%
PIFP
714
Partners in Financial Planning
Virginia
$403K +$288 +1 +0.1%
ONSWM
715
Old North State Wealth Management
North Carolina
$403K -$115K -400 -23%
LWPC
716
Legacy Wealth Partners (Colorado)
Colorado
$402K – – –
ACA
717
Aptus Capital Advisors
Alabama
$399K +$232K +805 +162%
NWMP
718
Noble Wealth Management PBC
Colorado
$398K -$21.6K -75 -5%
CCC
719
Compass Capital Corp
Massachusetts
$395K -$297K -1,031 -45%
AIA
720
AIMZ Investment Advisors
California
$394K – – –
ISWM
721
Independent Solutions Wealth Management
New York
$392K – – –
A
722
Argentarii
Ohio
$390K -$6.63K -23 -2%
BCIM
723
Bishop & Co Investment Management
Pennsylvania
$386K – – –
UW
724
Unique Wealth
Florida
$386K +$27.4K +95 +8%
KA
725
Kovack Advisors
Florida
$385K -$13K -45 -3%