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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
601
Balentine LLC
Georgia
$11K – – –
PCFFS
602
Pacific Center for Financial Services
California
$10K – – –
COCM
603
Charter Oak Capital Management
New Hampshire
$9K +$2.39K +11 +37%
Simplex Trading
604
Simplex Trading
Illinois
$9K +$9.33K +43 New
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$21.7K -100 -74%
ARIS
606
Advanced Research Investment Solutions
California
$8K – – –
FPFS
607
First Personal Financial Services
North Carolina
$8K – – –
HNB
608
Huntington National Bank
Ohio
$7K – – –
MCM
609
MV Capital Management
Maryland
$7K – – –
TCM
610
Tradewinds Capital Management
Washington
$7K – – –
TCOV
611
Trust Company of Vermont
Vermont
$7K – – –
CWA
612
Carolina Wealth Advisors
South Carolina
$6K +$6.07K +28 New
CFB
613
Cullen/Frost Bankers
Texas
$5K +$4.77K +22 New
GWSG
614
GPS Wealth Strategies Group
Colorado
$5K +$5.21K +24 New
FFA
615
Founders Financial Alliance
North Carolina
$4K – – –
MFA
616
McClarren Financial Advisors
Pennsylvania
$4K – – –
CFD
617
Creative Financial Designs
Indiana
$3K – – –
JWA
618
JFS Wealth Advisors
Pennsylvania
$3K – – –
FPS
619
Fieldpoint Private Securities
Connecticut
$2K -$43.4K -200 -95%
AWG
620
Altus Wealth Group
Colorado
$2K – – –
BWL
621
Bogart Wealth LLC
Virginia
$2K – – –
GTAM
622
Global Trust Asset Management
Florida
$2K – – –
RWG
623
Regal Wealth Group
California
$2K – – –
MA
624
Montag & Associates
Georgia
$2K +$2.17K +10 New
SS
625
Simplicity Solutions
Minnesota
– -$41.6M -195,993 Closed