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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1.06M – – –
NFC
177
Northeast Financial Consultants
Connecticut
$1.05M – – –
JP Morgan Chase
178
JP Morgan Chase
New York
$1.05M -$1.27M -8,483 -54%
SWP
179
Stratos Wealth Partners
Ohio
$1.04M +$30K +200 +3%
GIA
180
Gladstone Institutional Advisory
Florida
$1.04M -$49.9K -333 -5%
CBFP
181
Cedar Brook Financial Partners
Ohio
$1.04M +$29.5K +197 +3%
AF
182
Advisornet Financial
Minnesota
$1.02M +$8.69K +58 +0.8%
MOS
183
MGO One Seven
Ohio
$1.01M +$67.9K +453 +7%
WTFG
184
Wells Trecaso Financial Group
Ohio
$987K – – –
BC
185
Burleson & Co
California
$985K +$14.4K +96 +1%
NWM
186
Northwest Wealth Management
Iowa
$965K -$25.5K -170 -3%
LHC
187
Little House Capital
Massachusetts
$959K -$59.2K -395 -6%
PFPT
188
Pinnacle Financial Partners (Tennessee)
Tennessee
$958K -$47K -314 -5%
FLA
189
Financial Life Advisors
Texas
$958K -$12.7K -85 -1%
PFA
190
Pure Financial Advisors
California
$953K -$9.89K -66 -1%
GT
191
Glenview Trust
Kentucky
$934K -$1.5K -10 -0.2%
TFA
192
TPG Financial Advisors
Oregon
$919K -$14.1K -94 -1%
BMM
193
Berkshire Money Management
Massachusetts
$918K – – –
WP
194
WealthShield Partners
North Carolina
$917K – – –
FA
195
FDx Advisors
Illinois
$909K -$133K -890 -13%
NCM
196
Next Capital Management
New York
$906K – – –
BIM
197
Baldwin Investment Management
Pennsylvania
$898K – – –
PWLP
198
Prio Wealth Limited Partnership
Massachusetts
$888K – – –
SQA
199
Simon Quick Advisors
New Jersey
$883K -$34.8K -232 -4%
FHA
200
Flagship Harbor Advisors
Massachusetts
$880K -$58.1K -388 -6%