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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
501
Strategic Financial Partners
Oregon
$856K -$20.1K -78 -3%
WPA
502
Wealth Preservation Advisors
Tennessee
$852K +$8.77K +34 +1%
MWM
503
Modera Wealth Management
New Jersey
$847K -$774 -3 -0.1%
SAI
504
Savvy Advisors Inc
New York
$842K +$281K +1,091 +58%
RIS
505
Richmond Investment Services
Wisconsin
$835K +$362K +1,405 +92%
CCC
506
Compass Capital Corp
Massachusetts
$829K -$296K -1,148 -28%
CPA
507
Cardiff Park Advisors
California
$828K
CIC
508
Carnegie Investment Counsel
Ohio
$827K -$232K -899 -24%
PWM
509
Paulson Wealth Management
Illinois
$825K -$35.1K -136 -4%
Bessemer Group
510
Bessemer Group
New Jersey
$819K
VFA
511
Valeo Financial Advisors
Indiana
$817K
National Bank of Canada
512
National Bank of Canada
Quebec, Canada
$813K -$83K -322 -10%
WW
513
Waterfront Wealth
Kansas
$806K +$1.03K +4 +0.1%
FFA
514
Founders Financial Alliance
North Carolina
$806K
RI
515
Ridgewood Investments
New Jersey
$799K -$33.3K -129 -4%
IWN
516
Independent Wealth Network
Iowa
$798K +$2.58K +10 +0.4%
RBFC
517
Roman Butler Fullerton & Co
Missouri
$795K -$1.8K -7 -0.3%
ACM
518
Avalon Capital Management
California
$790K +$717K +2,779 New
AWM
519
Aviso Wealth Management
Washington
$790K
KCM
520
Kanawha Capital Management
Virginia
$787K
BA
521
Bridgewater Advisors
New York
$782K
WB
522
WesBanco Bank
West Virginia
$776K -$27.3K -106 -4%
USCWA
523
U.S. Capital Wealth Advisors
Texas
$774K -$16.8K -65 -2%
SC
524
Sepio Capital
Utah
$774K -$111K -430 -14%
BWP
525
Bernardo Wealth Planning
Pennsylvania
$774K