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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
676
Liberty Square Wealth Partners
Pennsylvania
$398K
WFA
677
Wells Financial Advisors
Massachusetts
$394K -$4.33K -15 -1%
HTC
678
Haverford Trust Company
Pennsylvania
$393K
SOS
679
Silver Oak Securities
Tennessee
$393K +$30.6K +106 +9%
LWM
680
Lodestone Wealth Management
Washington
$391K +$10.4K +36 +3%
Qube Research & Technologies (QRT)
681
Qube Research & Technologies (QRT)
United Kingdom
$389K +$154K +535 +68%
CD
682
Chapin Davis
Maryland
$388K +$20.2K +70 +6%
PCM
683
Parsons Capital Management
Rhode Island
$385K +$56.3K +195 +17%
RFP
684
Root Financial Partners
California
$384K +$140K +485 +59%
KA
685
Klingman & Associates
New York
$378K -$4.9K -17 -1%
NAS
686
NWF Advisory Services
California
$377K +$40.1K +139 +12%
DWAM
687
Duncan Williams Asset Management
Tennessee
$377K +$577 +2 +0.2%
PWM
688
Prosperity Wealth Management
California
$376K -$22.8K -79 -6%
CA
689
Calton & Associates
Florida
$375K +$369K +1,278 New
ECM
690
Evergreen Capital Management
Washington
$375K
VAG
691
VisionPoint Advisory Group
Texas
$372K +$32K +111 +10%
KW
692
Keyvantage Wealth
Pennsylvania
$371K +$577 +2 +0.2%
NRI
693
NFP Retirement Inc
California
$370K +$52.5K +182 +17%
CPG
694
Cornerstone Planning Group
New Jersey
$367K +$2.25M +7,805 New
Empower Advisory Group
695
Empower Advisory Group
Colorado
$364K -$92.3K -320 -21%
ADL
696
Asset Dedication LLC
California
$364K
WFA
697
WMG Financial Advisors
Tennessee
$363K
BBA
698
BLB&B Advisors
Pennsylvania
$362K -$24.8K -86 -7%
MWP
699
Meriwether Wealth & Planning
Louisiana
$362K
CT
700
Caldwell Trust
Florida
$360K +$7.5K +26 +2%