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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LKWM
851
Lee-Kelleher Wealth Management
Maryland
$244K
BFC
852
Bedel Financial Consulting
Indiana
$243K -$2.6K -9 -1%
CC
853
Courier Capital
New York
$243K -$9.52K -33 -4%
PS
854
Planned Solutions
California
$243K
GA
855
GoalVest Advisory
New York
$241K -$95.2K -330 -30%
MAG
856
Mayfair Advisory Group
Alabama
$241K -$9.52K -33 -4%
EFG
857
Elm3 Financial Group
Georgia
$239K
DF
858
Daviman Financial
Indiana
$238K -$4.9K -17 -2%
CPA
859
Capital Performance Advisors
California
$237K +$224K +775 New
SCM
860
Sterling Capital Management
North Carolina
$237K -$58.3K -202 -21%
TWM
861
Tradition Wealth Management
Minnesota
$237K +$223K +774 New
FP
862
Financial Perspectives
Minnesota
$236K
GAM
863
Griffin Asset Management
New York
$234K +$220K +764 New
PA
864
Pinnacle Associates
New York
$233K +$220K +762 New
VA
865
Valmark Advisers
Ohio
$233K +$220K +762 New
MSWM
866
McGlone Suttner Wealth Management
Wisconsin
$233K +$220K +762 New
DIM
867
Delta Investment Management
California
$232K +$219K +759 New
BRPW
868
Ballast Rock Private Wealth
South Carolina
$230K +$216K +750 New
CBA
869
Coastal Bridge Advisors
Connecticut
$230K +$216K +750 New
AA
870
Advisory Advocates
Michigan
$229K +$216K +749 New
NIWA
871
New Insight Wealth Advisors
California
$228K -$15.9K -55 -7%
MWM
872
Manske Wealth Management
Texas
$228K +$214K +743 New
WIA
873
Westbourne Investment Advisors
Maryland
$227K +$214K +741 New
SF
874
SWP Financial
California
$225K +$212K +734 New
NHC
875
Nicholas Hoffman & Company
Georgia
$224K +$211K +732 New