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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
426
High Net Worth Advisory Group
Florida
$402K +$96.3K +509 +28%
SEM
427
Strategic Equity Management
Arizona
$399K -$156K -826 -26%
JIC
428
Johnson Investment Counsel
Ohio
$391K -$67.6K -357 -13%
SFS
429
Strategic Financial Services
New York
$386K – – –
DAM
430
Derbend Asset Management
Georgia
$385K +$427K +2,257 New
CHAM
431
Clear Harbor Asset Management
Connecticut
$378K – – –
WH
432
Willner & Heller
California
$377K +$6.25K +33 +2%
LWM
433
Laidlaw Wealth Management
New York
$376K – – –
WP
434
WealthSource Partners
California
$372K +$32.2K +170 +8%
CJL
435
Cyrus J. Lawrence
New York
$371K – – –
NWM
436
Northwest Wealth Management
Iowa
$366K – – –
PL
437
Plancorp LLC
Missouri
$360K +$189 +1 +0%
Wealthfront Advisers
438
Wealthfront Advisers
California
$359K +$60.6K +320 +18%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$357K -$6.63K -35 -2%
RA
440
RFG Advisory
Alabama
$356K +$127K +669 +51%
NP
441
NorthRock Partners
Minnesota
$355K – – –
9WM
442
9258 Wealth Management
Ohio
$354K +$10.6K +56 +3%
WCP
443
Wick Capital Partners
Pennsylvania
$353K – – –
CL
444
Choreo LLC
Illinois
$346K +$379 +2 +0.1%
CFG
445
Citizens Financial Group
Rhode Island
$346K +$757 +4 +0.2%
CIAS
446
Capital Investment Advisory Services
North Carolina
$344K -$41.8K -221 -10%
WP
447
Wealthspan Partners
Iowa
$344K -$7.57K -40 -2%
CPA
448
Cardiff Park Advisors
California
$344K +$757 +4 +0.2%
JCM
449
Jacobi Capital Management
Pennsylvania
$341K +$1.89K +10 +0.5%
AFP
450
Advus Financial Partners
Florida
$340K – – –