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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1001
Compass Financial Management
Florida
$48K +$45K +156 New
CJ
1002
Caitlin John
Michigan
$47.8K – – –
KFAS
1003
Keating Financial Advisory Services
Kansas
$47.5K -$4.62K -16 -9%
EB
1004
Eastern Bank
Massachusetts
$46.3K – – –
CT
1005
Clearstead Trust
Maine
$45.9K – – –
AWM
1006
Abound Wealth Management
Tennessee
$45K -$12.7K -44 -23%
BONH
1007
Bank of New Hampshire
New Hampshire
$44.4K -$173K -600 -81%
APFP
1008
Action Point Financial Planning
Michigan
$42.9K +$40.4K +140 New
HWA
1009
Heritage Wealth Advisors
Virginia
$42.4K – – –
TWM
1010
Topsail Wealth Management
North Carolina
$42.3K – – –
OHWP
1011
Oak Harbor Wealth Partners
North Carolina
$41K – – –
Kayne Anderson Rudnick Investment Management
1012
Kayne Anderson Rudnick Investment Management
California
$40.2K -$331K -1,148 -90%
FMB
1013
Field & Main Bank
Kentucky
$38.9K – – –
EWM
1014
EPG Wealth Management
Georgia
$36.5K – – –
DF
1015
Dunhill Financial
United Kingdom
$34.9K – – –
RRMM
1016
Regatta Research & Money Management
Louisiana
$34.9K +$32.9K +114 New
FCMT
1017
Founders Capital Management (Texas)
Texas
$33.7K – – –
RF
1018
Roxbury Financial
New Jersey
$33.7K – – –
WCM
1019
Westend Capital Management
California
$33.7K +$31.7K +110 New
CMBA
1020
C.M. Bidwell & Associates
Hawaii
$32.5K – – –
PS
1021
Pinney & Scofield
Massachusetts
$31.3K – – –
KTC
1022
Kentucky Trust Company
Kentucky
$30.6K – – –
FB
1023
First Bancorp
Maine
$30.6K +$28.8K +100 New
PFM
1024
Phillips Financial Management
Indiana
$29.1K – – –
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.5K -$5.77K -20 -18%