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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
226
Sensible Financial Planning & Management
Massachusetts
$599K -$4.9K -288 -0.8%
SIC
227
Salem Investment Counselors
North Carolina
$585K -$19.6K -1,152 -3%
AP
228
Atwood & Palmer
Missouri
$585K – – –
EP
229
Edgestream Partners
New Jersey
$583K -$441K -25,968 -44%
GHA
230
GW Henssler & Associates
Georgia
$581K +$23.1K +1,356 +4%
NFG
231
Nadler Financial Group
Illinois
$551K +$539K +31,680 New
HB
232
Homrich & Berg
Georgia
$546K +$1.43K +84 +0.3%
SF
233
Synovus Financial
Georgia
$546K +$534K +31,398 New
MC
234
Mathes Company
New York
$543K – – –
CCMH
235
Cornerstone Capital Management Holdings
New York
$537K -$908K -53,394 -63%
HRIA
236
Haberer Registered Investment Advisor
Ohio
$534K -$141K -8,310 -21%
SDJVC
237
St. Denis J. Villere & Co
Louisiana
$530K – – –
BFA
238
Bragg Financial Advisors
North Carolina
$528K – – –
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$526K – – –
NSAM
240
North Star Asset Management
Wisconsin
$524K -$15.3K -900 -3%
VV
241
Valentine Ventures
Oregon
$524K +$512K +30,126 New
VWM
242
Vector Wealth Management
Minnesota
$522K +$511K +30,030 New
AllianceBernstein
243
AllianceBernstein
Tennessee
$500K +$155K +9,090 +46%
RMCM
244
Reynders McVeigh Capital Management
Massachusetts
$482K +$10.2K +600 +2%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$474K -$55.1K -3,240 -11%
OC
246
Oakworth Capital
Alabama
$470K – – –
PWLP
247
Prio Wealth Limited Partnership
Massachusetts
$468K +$19.5K +1,146 +4%
CWM
248
Concert Wealth Management
California
$466K +$22.2K +1,308 +5%
SS
249
Simplicity Solutions
Minnesota
$465K +$455K +26,748 New
CL
250
CPWM LLC
Washington
$458K -$142K -8,352 -24%