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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1026
IMG Wealth Management
Florida
$24.8K
KFA
1027
Kelleher Financial Advisors
New York
$21.4K +$10.1K +35 +100%
LAS
1028
Lloyd Advisory Services
Georgia
$21.2K +$19.9K +69 New
BDPWM
1029
Barnes Dennig Private Wealth Management
Ohio
$21.1K
JWM
1030
JPL Wealth Management
Colorado
$20.7K
FLP
1031
Financial Life Planners
Arizona
$20.5K
PWMG
1032
Prestige Wealth Management Group
New Jersey
$19K
RF
1033
Robinswood Financial
Washington
$17.8K
FDCDDQ
1034
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K -$32K -111 -66%
PAG
1035
Paladin Advisory Group
Iowa
$17.5K
UFPG
1036
United Financial Planning Group
New York
$17.1K
IBOK
1037
Independence Bank of Kentucky
Kentucky
$16.8K
LF
1038
LifeSteps Financial
California
$16.8K +$15.9K +55 New
BIAS
1039
Beacon Investment Advisory Services
New Jersey
$15.3K
HR
1040
Howe & Rusling
New York
$15.3K
HAP
1041
Harbor Asset Planning
Massachusetts
$15.2K
PCFFS
1042
Pacific Center for Financial Services
California
$14.7K
Allspring Global Investments
1043
Allspring Global Investments
North Carolina
$14.5K
TCM
1044
Triumph Capital Management
Colorado
$14.1K
HIA
1045
Highland Investment Advisors
Florida
$13.6K +$12.7K +44 New
SWM
1046
SHP Wealth Management
Massachusetts
$13.2K
BHWM
1047
Bay Harbor Wealth Management
Maryland
$13.2K +$577 +2 +5%
CIA
1048
Cape Investment Advisory
Georgia
$13.2K +$12.4K +43 New
SEP
1049
Signature Equity Partners
Ohio
$13K
OAG
1050
Oakmont Advisory Group
New Mexico
$12.2K +$11.5K +40 New