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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Accel Wealth Management
Iowa
$680K +$7.26K +30 +1%
CS
352
Capital Square
Tennessee
$679K – – –
HWA
353
Heartwood Wealth Advisors
Virginia
$679K +$20.6K +85 +3%
CWP
354
Concord Wealth Partners
Virginia
$678K -$386K -1,594 -36%
MFW
355
Meristem Family Wealth
Minnesota
$674K – – –
VFA
356
Valeo Financial Advisors
Indiana
$673K – – –
MAM
357
Meeder Asset Management
Ohio
$666K +$150K +619 +28%
SIC
358
Salem Investment Counselors
North Carolina
$656K +$31.5K +130 +5%
BWP
359
Bernardo Wealth Planning
Pennsylvania
$649K – – –
AA
360
Addison Advisors
Vermont
$640K +$65.4K +270 +11%
GP
361
Girard Partners
Pennsylvania
$638K -$50.1K -207 -7%
OCM
362
One Capital Management
California
$627K +$56.9K +235 +10%
AFP
363
Advus Financial Partners
Florida
$624K +$594K +2,453 New
ASN
364
Advisory Services Network
Georgia
$622K +$20.6K +85 +3%
CC
365
Courier Capital
New York
$621K +$2.42K +10 +0.4%
SWM
366
SeaCrest Wealth Management
New York
$619K +$133K +549 +26%
NFG
367
Next Financial Group
Texas
$616K +$219K +903 +53%
BA
368
Bridgewater Advisors
New York
$601K – – –
REMPR
369
Roof Eidam Maycock Peralta (REMP)
California
$597K – – –
CHAM
370
Clear Harbor Asset Management
Connecticut
$576K +$590K +2,436 New
PFM
371
Parsec Financial Management
North Carolina
$572K – – –
DP
372
Dearborn Partners
Illinois
$567K – – –
DW
373
Domani Wealth
Pennsylvania
$564K – – –
Simplex Trading
374
Simplex Trading
Illinois
$560K – – –
NEWAS
375
N.E.W. Advisory Services
Wisconsin
$554K – – –