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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$382K -$204K -708 -36%
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$382K +$288 +1 +0.1%
CPWL
728
Coquina Private Wealth LLC
Florida
$380K +$77K +267 +27%
ADL
729
Asset Dedication LLC
California
$379K
FC
730
Financial Council
Maryland
$377K
FIM
731
Freedom Investment Management
Connecticut
$376K +$36.9K +128 +12%
LA
732
LWM Advisors
California
$375K +$4.04K +14 +1%
SA
733
Sylvest Advisors
Texas
$375K +$353K +1,223 New
BCA
734
Bay Colony Advisors
Massachusetts
$373K +$1.44K +5 +0.4%
DWAM
735
Duncan Williams Asset Management
Tennessee
$371K +$288 +1 +0.1%
SWM
736
SeaCrest Wealth Management
New York
$368K -$146K -506 -30%
WBCM
737
Wilson & Boucher Capital Management
California
$368K
CWM
738
Copia Wealth Management
Oregon
$367K -$4.62K -16 -1%
SOS
739
Silver Oak Securities
Tennessee
$361K -$23.4K -81 -6%
M&T Bank
740
M&T Bank
New York
$361K -$106K -369 -24%
CWA
741
CM Wealth Advisors
Ohio
$361K
ZF
742
Zhang Financial
Michigan
$359K +$17.6K +61 +5%
CCM
743
Coldstream Capital Management
Washington
$358K -$108K -375 -24%
Empower Advisory Group
744
Empower Advisory Group
Colorado
$358K -$1.44K -5 -0.4%
PCM
745
Parsons Capital Management
Rhode Island
$357K -$1.44K -5 -0.4%
TWM
746
Triton Wealth Management
Arizona
$354K -$191K -661 -36%
HCM
747
Howland Capital Management
Massachusetts
$353K -$6.63K -23 -2%
LA
748
LM Advisors
California
$352K +$246K +854 +289%
IWA
749
IBEX Wealth Advisors
New Jersey
$351K +$577 +2 +0.2%
CFCS
750
CDM Financial Counseling Services
Connecticut
$351K