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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1026
Strive Financial Group
Indiana
$27.6K +$6.35K +22 +32%
FC
1027
Financial Consulate
Maryland
$27.3K – – –
POIA
1028
Pin Oak Investment Advisors
Texas
$27K – – –
CFFP
1029
Center for Financial Planning
Michigan
$27K – – –
IWM
1030
IMG Wealth Management
Florida
$24.8K – – –
KFA
1031
Kelleher Financial Advisors
New York
$21.4K +$10.1K +35 +100%
LAS
1032
Lloyd Advisory Services
Georgia
$21.2K +$19.9K +69 New
BDPWM
1033
Barnes Dennig Private Wealth Management
Ohio
$21.1K – – –
JWM
1034
JPL Wealth Management
Colorado
$20.7K – – –
FLP
1035
Financial Life Planners
Arizona
$20.5K – – –
PWMG
1036
Prestige Wealth Management Group
New Jersey
$19K – – –
RF
1037
Robinswood Financial
Washington
$17.8K – – –
FDCDDQ
1038
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K -$32K -111 -66%
PAG
1039
Paladin Advisory Group
Iowa
$17.5K – – –
UFPG
1040
United Financial Planning Group
New York
$17.1K – – –
IBOK
1041
Independence Bank of Kentucky
Kentucky
$16.8K – – –
LF
1042
LifeSteps Financial
California
$16.8K +$15.9K +55 New
BIAS
1043
Beacon Investment Advisory Services
New Jersey
$15.3K – – –
HR
1044
Howe & Rusling
New York
$15.3K – – –
HAP
1045
Harbor Asset Planning
Massachusetts
$15.2K – – –
PCFFS
1046
Pacific Center for Financial Services
California
$14.7K – – –
Allspring Global Investments
1047
Allspring Global Investments
North Carolina
$14.5K – – –
TCM
1048
Triumph Capital Management
Colorado
$14.1K – – –
HIA
1049
Highland Investment Advisors
Florida
$13.6K +$12.7K +44 New
SWM
1050
SHP Wealth Management
Massachusetts
$13.2K – – –