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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPL
1026
Planning Project LLC
Texas
$12.4K +$12.9K +45 New
CSWG
1027
Cardinal Strategic Wealth Guidance
Kentucky
$12.3K – – –
SWM
1028
SHP Wealth Management
Massachusetts
$12K +$12.3K +43 New
SEP
1029
Signature Equity Partners
Ohio
$11.8K +$12K +42 New
AT
1030
Avalon Trust
New Mexico
$10.3K – – –
SWP
1031
Strategic Wealth Partners
Ohio
$10.3K -$3.15K -11 -23%
DWS
1032
Dynamic Wealth Strategies
California
$10.3K – – –
OC
1033
Optima Capital
Oregon
$10.3K +$10.6K +37 New
SRCM
1034
Signature Resources Capital Management
California
$10.3K +$10.6K +37 New
KFA
1035
Kelleher Financial Advisors
New York
$9.77K – – –
HIA
1036
HFM Investment Advisors
New Jersey
$9.77K +$10K +35 New
BHWM
1037
Bay Harbor Wealth Management
Maryland
$9.77K +$10K +35 New
MFC
1038
Morris Financial Concepts
South Carolina
$9.49K – – –
GGI
1039
Godsey & Gibb Inc
Virginia
$9.49K +$9.73K +34 New
MPW
1040
MASECO Private Wealth
$9.27K +$9.44K +33 New
DF
1041
Dunhill Financial
United Kingdom
$9.21K – – –
AEPWM
1042
Atlantic Edge Private Wealth Management
Florida
$8.65K – – –
TIM
1043
Thompson Investment Management
Wisconsin
$8.65K – – –
APW
1044
Aventura Private Wealth
Florida
$8.37K – – –
GSWM
1045
Golden State Wealth Management
California
$7.83K – – –
AAMA
1046
Advanced Asset Management Advisors
Ohio
$7.69K – – –
TAM
1047
Tucker Asset Management
Colorado
$7.54K – – –
BA
1048
Ballast Advisors
Minnesota
$7.26K +$7.44K +26 New
OP
1049
ORG Partners
Indiana
$6.98K -$11.2K -39 -61%
AA
1050
Ancora Advisors
Ohio
$6.98K – – –