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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$763K +$97.8K +388 +15%
CWM
402
Cornerstone Wealth Management
Missouri
$749K -$21.2K -84 -3%
AWM
403
Accel Wealth Management
Iowa
$742K +$9.07K +36 +1%
CC
404
Courier Capital
New York
$741K +$71.1K +282 +11%
HWA
405
Heartwood Wealth Advisors
Virginia
$731K – – –
RWP
406
Revolve Wealth Partners
New Jersey
$723K +$716K +2,839 New
AA
407
Addison Advisors
Vermont
$719K +$29K +115 +4%
LWAC
408
Laurel Wealth Advisors (California)
California
$719K +$712K +2,823 New
Barclays
409
Barclays
United Kingdom
$706K -$97.5K -387 -12%
SIC
410
Salem Investment Counselors
North Carolina
$706K -$504 -2 -0.1%
BWP
411
Bernardo Wealth Planning
Pennsylvania
$700K – – –
CHAM
412
Clear Harbor Asset Management
Connecticut
$699K +$77.6K +308 +13%
CFB
413
Cullen/Frost Bankers
Texas
$693K +$686K +2,722 New
MAM
414
Meeder Asset Management
Ohio
$689K -$28.5K -113 -4%
OCM
415
One Capital Management
California
$687K +$11.6K +46 +2%
GP
416
Girard Partners
Pennsylvania
$686K -$1.01K -4 -0.1%
CS
417
Capital Square
Tennessee
$677K – – –
JIC
418
Johnson Investment Counsel
Ohio
$668K +$208K +824 +46%
MFW
419
Meristem Family Wealth
Minnesota
$649K -$76.4K -303 -11%
BA
420
Bridgewater Advisors
New York
$648K – – –
DI
421
DFPG Investments
Utah
$647K – – –
REMPR
422
Roof Eidam Maycock Peralta (REMP)
California
$643K – – –
WP
423
Wealthspan Partners
Iowa
$619K +$613K +2,430 New
Fisher Asset Management
424
Fisher Asset Management
Washington
$614K +$608K +2,411 New
SF
425
Summit Financial
New Jersey
$612K +$46.6K +185 +8%