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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
176
Ashton Thomas Private Wealth
Arizona
$3.1M +$310K +1,599 +12%
Kovitz Investment Group Partners
177
Kovitz Investment Group Partners
Illinois
$3.06M -$618K -3,187 -18%
WP
178
WealthShield Partners
North Carolina
$3.02M +$14K +72 +0.5%
BSW
179
Buckingham Strategic Wealth
Missouri
$2.96M +$1.4M +7,208 +101%
Brown Advisory
180
Brown Advisory
Maryland
$2.92M -$19.8K -102 -0.7%
AWS
181
Atria Wealth Solutions
New York
$2.9M +$27.5K +142 +1%
CFSG
182
Clark Financial Services Group
Missouri
$2.89M +$104K +536 +4%
IWA
183
IVC Wealth Advisors
Pennsylvania
$2.87M +$351K +1,812 +15%
PIMG
184
Patriot Investment Management Group
Tennessee
$2.86M – – –
CSWM
185
Cassady Schiller Wealth Management
Ohio
$2.85M +$37.8K +195 +1%
SRWM
186
Shira Ridge Wealth Management
California
$2.82M +$118K +611 +5%
WAM
187
Weinberger Asset Management
California
$2.82M -$341K -1,759 -11%
AAS
188
Avantax Advisory Services
Texas
$2.8M +$84.7K +437 +3%
CAM
189
Cresset Asset Management
Illinois
$2.79M +$194 +1 +0%
PD
190
Planning Directions
Pennsylvania
$2.78M +$325K +1,677 +14%
PA
191
Paragon Advisors
Texas
$2.73M +$1.19M +6,123 +86%
WLIM
192
White Lighthouse Investment Management
Massachusetts
$2.72M -$91.3K -471 -3%
MNBTD
193
Moody National Bank Trust Division
Texas
$2.7M +$527K +2,721 +26%
WJA
194
Willis Johnson & Associates
Texas
$2.69M -$166K -859 -6%
Corient Private Wealth
195
Corient Private Wealth
Florida
$2.68M -$44.6K -230 -2%
CSIA
196
Carl Stuart Investment Advisor
Texas
$2.67M -$10.3K -53 -0.4%
CK
197
Cohen Klingenstein
New York
$2.66M +$15.3K +79 +0.6%
BFG
198
Bleakley Financial Group
New Jersey
$2.64M +$177K +912 +8%
SS
199
Simplicity Solutions
Minnesota
$2.64M +$177K +912 +8%
SCM
200
SOL Capital Management
Maryland
$2.63M +$50.4K +260 +2%