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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
776
TD Private Client Wealth
New York
$322K -$77.6K -269 -20%
BFAG
777
Blackston Financial Advisory Group
Florida
$321K +$55.1K +191 +22%
SB
778
Strategic Blueprint
Georgia
$320K – – –
KCM
779
Kendall Capital Management
Maryland
$319K – – –
CAM
780
CPA Asset Management
Florida
$316K – – –
MWM
781
MOR Wealth Management
Pennsylvania
$316K – – –
GA
782
Greenspring Advisors
Maryland
$315K -$105K -364 -26%
EAN
783
Excelsior Advisor Network
Colorado
$314K +$60K +208 +25%
FFA
784
Florida Financial Advisors
Florida
$314K +$16.7K +58 +6%
SHF
785
Stage Harbor Financial
Massachusetts
$311K – – –
RAM
786
Redmond Asset Management
Virginia
$309K – – –
CSB
787
City State Bank
Iowa
$307K – – –
LWMI
788
Legacy Wealth Management (Idaho)
Idaho
$307K +$10.4K +36 +4%
SAM
789
S.A. Mason
Michigan
$306K – – –
OCA
790
Odyssey Capital Advisors
Pennsylvania
$306K +$45.9K +159 +19%
WCM
791
WealthBridge Capital Management
Ohio
$305K – – –
LIWM
792
Long Island Wealth Management
New York
$305K – – –
Vanguard National Trust
793
Vanguard National Trust
Pennsylvania
$304K – – –
GSIAS
794
Garden State Investment Advisory Services
New Jersey
$302K +$288 +1 +0.1%
MW
795
MBL Wealth
North Carolina
$302K -$28.8K -100 -9%
AI
796
Accredited Investors
Minnesota
$301K – – –
FFM
797
Forum Financial Management
Illinois
$300K -$2.31K -8 -0.8%
EFA
798
Evernest Financial Advisors
Indiana
$300K – – –
MWA
799
Martel Wealth Advisors
Washington
$299K – – –
WMA
800
William Mack & Associates
Michigan
$296K +$279K +966 New