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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
Wealthspan Partners
Iowa
$494K -$30.3K -130 -6%
AIM
552
Anchor Investment Management
South Carolina
$494K +$69.9K +300 +17%
D.E. Shaw & Co
553
D.E. Shaw & Co
New York
$493K +$471K +2,023 New
SW
554
SteelPeak Wealth
California
$492K +$4.42K +19 +1%
VPP
555
Vertex Planning Partners
Illinois
$490K – – –
CAM
556
CPA Asset Management
Florida
$488K – – –
DI
557
DDFG Inc
California
$488K -$7.68K -33 -2%
AFP
558
Advus Financial Partners
Florida
$486K – – –
SG
559
StoneX Group
New York
$481K +$28.4K +122 +7%
BCIM
560
Bishop & Co Investment Management
Pennsylvania
$475K +$1.86K +8 +0.4%
LA
561
LM Advisors
California
$475K – – –
NP
562
NorthRock Partners
Minnesota
$474K -$54.7K -235 -11%
WH
563
Willner & Heller
California
$474K +$1.4K +6 +0.3%
IAN
564
Integrated Advisors Network
Texas
$472K -$5.12K -22 -1%
FPIS
565
Financial Planning & Information Services
Wisconsin
$472K +$118K +505 +35%
TWM
566
Triton Wealth Management
Arizona
$469K +$233 +1 +0.1%
DP
567
Dearborn Partners
Illinois
$468K – – –
NWAG
568
Net Worth Advisory Group
Utah
$468K +$448K +1,924 New
TC
569
Trilogy Capital
California
$467K +$23.3K +100 +6%
GIM
570
Goelzer Investment Management
Indiana
$465K +$4.89K +21 +1%
PMFA
571
Plante Moran Financial Advisors
Michigan
$464K – – –
ACS
572
Archford Capital Strategies
Illinois
$454K – – –
HIP
573
HUB Investment Partners
Texas
$454K – – –
RSS
574
Rosenblum Silverman Sutton
California
$447K +$37.3K +160 +10%
IC
575
Iconiq Capital
California
$447K +$1.4K +6 +0.3%