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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
901
Beese Fulmer Investment Management
Ohio
$212K +$200K +693 New
CIAS
902
Capital Investment Advisory Services
North Carolina
$212K +$3.46K +12 +2%
MCM
903
Monument Capital Management
Virginia
$212K +$200K +692 New
CCMG
904
Clark Capital Management Group
Pennsylvania
$212K +$199K +691 New
BTIM
905
BancFirst Trust & Investment Management
Oklahoma
$211K +$201K +696 New
1WM
906
1900 Wealth Management
Texas
$209K +$197K +684 New
AC
907
Apella Capital
Connecticut
$209K -$6.35K -22 -3%
AWM
908
Axxcess Wealth Management
California
$209K +$196K +681 New
WPC
909
Waters Parkerson & Co
Louisiana
$208K +$196K +678 New
SFS
910
Summit Financial Strategies
Ohio
$208K +$196K +678 New
SFS
911
Sunrise Financial Services
Washington
$206K -$8.08K -28 -4%
NWA
912
Northwest Wealth Advisors
Washington
$206K +$194K +672 New
SF
913
Steffes Financial
Kansas
$206K +$194K +671 New
PCS
914
Private Client Services
Kentucky
$204K +$192K +665 New
CLIP
915
Colter Lewis Investment Partners
Connecticut
$202K +$191K +661 New
SJL
916
Shayne & Jacobs LLC
Tennessee
$202K +$190K +659 New
LB
917
Legacy Bridge
Iowa
$201K – – –
PCA
918
Pallas Capital Advisors
Massachusetts
$201K +$189K +655 New
SIC
919
Sage Investment Counsel
Tennessee
$200K +$189K +654 New
Point72 Asset Management
920
Point72 Asset Management
Connecticut
$200K +$189K +654 New
SC
921
SouthState Corp
Florida
$199K -$30.6K -106 -14%
MS
922
Monetary Solutions
Ohio
$190K – – –
EWP
923
Elevation Wealth Partners
California
$189K – – –
LI
924
LRI Investments
Florida
$188K – – –
RWM
925
Raffa Wealth Management
District of Columbia
$187K – – –