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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
651
Sigma Planning Corp
Michigan
$229K -$871K -4,357 -81%
LWA
652
LWS Wealth Advisors
New Jersey
$229K +$400 +2 +0.2%
GGS
653
Galvin Gaustad & Stein
Arizona
$224K +$204K +1,020 New
NCM
654
Novare Capital Management
North Carolina
$223K +$203K +1,017 New
CRWM
655
Castle Rock Wealth Management
California
$223K +$400 +2 +0.2%
SWM
656
Silverlake Wealth Management
Vermont
$221K +$201K +1,007 New
WCM
657
WealthBridge Capital Management
Ohio
$219K +$199K +997 New
H
658
HoyleCohen
California
$219K -$15.4K -77 -7%
JWA
659
JFS Wealth Advisors
Pennsylvania
$218K – – –
CAS
660
Coppell Advisory Solutions
Texas
$218K +$40.8K +204 +26%
FPCG
661
Fort Pitt Capital Group
Pennsylvania
$217K +$198K +989 New
IA
662
IFP Advisors
Florida
$216K -$134K -668 -40%
RWM
663
RKL Wealth Management
Pennsylvania
$216K +$197K +984 New
AWA
664
Arkadios Wealth Advisors
Georgia
$215K +$196K +980 New
MWA
665
Martel Wealth Advisors
Washington
$214K +$195K +975 New
SCA
666
Snowden Capital Advisors
New York
$207K +$188K +942 New
PCS
667
Private Client Services
Kentucky
$207K +$188K +942 New
VFIC
668
Valley Forge Investment Consultants
Pennsylvania
$206K +$188K +940 New
WI
669
Wintrust Investments
Illinois
$206K +$187K +936 New
GIP
670
Greatmark Investment Partners
Georgia
$206K +$187K +937 New
SPA
671
Sentinel Pension Advisors
Massachusetts
$206K +$187K +936 New
PEA
672
Park Edge Advisors
Ohio
$204K +$185K +927 New
BFPW
673
BOK Financial Private Wealth
Colorado
$203K +$20.4K +102 +12%
OFS
674
OneAscent Financial Services
Alabama
$203K +$185K +925 New
SFS
675
Summit Financial Strategies
Ohio
$203K +$185K +924 New