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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Axxcess Wealth Management
California
$1.09M +$546K +2,674 +92%
NFC
327
Northeast Financial Consultants
Connecticut
$1.07M – – –
GVAG
328
Great Valley Advisor Group
Delaware
$1.07M +$173K +845 +18%
FWP
329
Falcon Wealth Planning
California
$1.06M -$30.4K -149 -3%
AIA
330
Ally Invest Advisors
North Carolina
$1.06M +$346K +1,693 +45%
JFA
331
JNBA Financial Advisors
Minnesota
$1.05M -$29.8K -146 -3%
SPC
332
Sigma Planning Corp
Michigan
$1.05M -$68.6K -336 -6%
FA
333
FC Advisory
Pennsylvania
$1.03M +$22.1K +108 +2%
GL
334
Graypoint LLC
New York
$1.02M +$381K +1,865 +55%
NSG
335
Nalls Sherbakoff Group
Tennessee
$1.02M -$28.2K -138 -3%
WPC
336
Wedmont Private Capital
Pennsylvania
$1.01M +$817 +4 +0.1%
CAWM
337
Capital Advisors Wealth Management
Washington
$1M -$2.86M -13,988 -73%
EWM
338
Empirical Wealth Management
Washington
$1M +$287K +1,405 +38%
TDWM
339
Topel & Distasi Wealth Management
California
$1M – – –
AIFAIM
340
American Institute for Advanced Investment Management
Arizona
$999K – – –
WFPG
341
Waller Financial Planning Group
Ohio
$991K -$10.6K -52 -1%
HI
342
Harbour Investments
Wisconsin
$979K +$32.1K +157 +3%
BB
343
Busey Bank
Illinois
$972K – – –
KeyBank National Association
344
KeyBank National Association
Ohio
$953K -$235K -1,150 -19%
WJWM
345
Williams Jones Wealth Management
New York
$952K +$54.1K +265 +6%
SC
346
Steph & Co
Wisconsin
$940K -$14.5K -71 -1%
DWP
347
Daymark Wealth Partners
Ohio
$935K -$709K -3,471 -42%
WWM
348
Western Wealth Management
Colorado
$911K +$47K +230 +5%
LTL
349
Lowery Thomas LLC
California
$900K +$337K +1,649 +55%
BMCM
350
Burns Matteson Capital Management
New York
$899K +$15.3K +75 +2%