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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
801
SignatureFD
Georgia
$245K +$42.7K +148 +22%
VA
802
Valmark Advisers
Ohio
$244K – – –
CFS
803
CRA Financial Services
New Jersey
$242K -$3.75K -13 -2%
LFG
804
Larson Financial Group
Missouri
$242K -$142K -491 -37%
SW
805
SkyOak Wealth
Michigan
$240K – – –
BC
806
Brio Consultants
California
$238K – – –
SCTC
807
Sanibel Captiva Trust Company
Florida
$236K +$232K +803 New
CFO
808
Colony Family Offices
North Carolina
$235K -$19.9K -69 -8%
AIA
809
Armor Investment Advisors
North Carolina
$235K – – –
PPC
810
Park Place Capital
Alabama
$235K – – –
AWM
811
Accurate Wealth Management
Florida
$235K +$232K +803 New
WAG
812
Winthrop Advisory Group
Massachusetts
$235K +$288 +1 +0.1%
AA
813
Auxano Advisors
Washington
$234K +$230K +796 New
LKWM
814
Lee-Kelleher Wealth Management
Maryland
$234K – – –
GWP
815
Gen-Wealth Partners
Michigan
$233K -$23.1K -80 -9%
PS
816
Planned Solutions
California
$233K – – –
BMWM
817
Brown Miller Wealth Management
Virginia
$228K – – –
CF
818
Claris Financial
Virginia
$228K +$224K +775 New
UAG
819
United Advisor Group
Ohio
$227K -$288 -1 -0.1%
FP
820
Financial Perspectives
Minnesota
$226K – – –
CFB
821
Cullen/Frost Bankers
Texas
$225K – – –
JCM
822
Jacobi Capital Management
Pennsylvania
$225K – – –
GAM
823
Griffin Asset Management
New York
$224K – – –
FI
824
FWG Investments
Kentucky
$224K +$220K +762 New
CA
825
CoreCap Advisors
Michigan
$223K +$33.5K +116 +18%