We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
426
Level Four Advisory Services
Texas
$1.02M -$74.6K -290 -7%
ST
427
Smithfield Trust
Pennsylvania
$1.02M -$28.1K -109 -3%
HWA
428
Heartwood Wealth Advisors
Virginia
$1.02M – – –
WF
429
Warner Financial
Maryland
$1.01M +$233K +904 +29%
FA
430
Flagstar Advisors
New York
$1.01M -$14.7K -57 -1%
BFP
431
Beacon Financial Planning
Massachusetts
$1.01M +$1.29K +5 +0.1%
NRG
432
Nemes Rush Group
Michigan
$1M – – –
IA
433
IFP Advisors
Florida
$1M +$5.15K +20 +0.5%
Citadel Advisors
434
Citadel Advisors
Florida
$991K +$352K +1,366 +54%
CCA
435
Clearwater Capital Advisors
Illinois
$989K -$1.09M -4,240 -52%
GWM
436
Greenhouse Wealth Management
Connecticut
$988K -$85.2K -331 -8%
GRP
437
Global Retirement Partners
California
$976K +$110K +427 +12%
JFA
438
JNBA Financial Advisors
Minnesota
$975K -$130K -506 -12%
FB
439
Finward Bancorp
Indiana
$974K +$988K +3,840 New
LEFP
440
Leading Edge Financial Planning
Tennessee
$958K +$971K +3,774 New
IAA
441
Independent Advisor Alliance
North Carolina
$950K +$964K +3,745 New
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$948K – – –
SWM
443
SeaCrest Wealth Management
New York
$946K -$21.9K -85 -2%
PWM
444
Paulson Wealth Management
Illinois
$945K -$433K -1,681 -31%
OFS
445
OneAscent Financial Services
Alabama
$939K +$952K +3,700 New
FAT
446
First American Trust
California
$938K +$391K +1,518 +70%
ZB
447
Zions Bancorporation
Utah
$931K – – –
CWM
448
Cornerstone Wealth Management
Missouri
$927K +$7.46K +29 +0.8%
KFP
449
KMG Fiduciary Partners
Ohio
$926K – – –
SWM
450
Spire Wealth Management
Virginia
$917K +$75.7K +294 +9%