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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2476
Delap Wealth Advisory
Oregon
$252K – – –
SNB
2477
Security National Bank
Nebraska
$252K +$1.95K +24 +0.8%
FG
2478
Fairman Group
Pennsylvania
$251K +$4.38K +54 +2%
SGWP
2479
Sun Group Wealth Partners
California
$251K +$250K +3,084 New
FAI
2480
Fiduciary Advisors Inc
Missouri
$250K -$145K -1,782 -37%
PFO
2481
PMG Family Office
Texas
$250K – – –
SFGP
2482
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$250K -$9.74K -120 -4%
NA
2483
Nottingham Advisors
New York
$250K – – –
MIC
2484
Meridian Investment Counsel
California
$248K +$248K +3,054 New
MFA
2485
McClarren Financial Advisors
Pennsylvania
$248K +$646K +7,962 New
FIT
2486
Financially in Tune
Massachusetts
$247K +$246K +3,036 New
GWM
2487
Gibbs Wealth Management
Georgia
$246K +$244K +3,012 New
IPAM
2488
Investment Partners Asset Management
New Jersey
$245K -$14.6K -180 -6%
CA
2489
Carson Advisory
Georgia
$245K -$4.38K -54 -2%
EWM
2490
Endowment Wealth Management
Wisconsin
$245K -$1.31M -16,128 -84%
TAM
2491
TCP Asset Management
Ohio
$244K -$2.92K -36 -1%
RAS
2492
RPS Advisory Solutions
Kentucky
$244K – – –
ANBT
2493
American National Bank & Trust
Texas
$244K – – –
UIM
2494
Unified Investment Management
Georgia
$244K – – –
BFG
2495
Baron Financial Group
New Jersey
$243K -$19.5K -240 -7%
EA
2496
Evergreen Advisors
Tennessee
$243K +$243K +2,994 New
IWM
2497
Iams Wealth Management
Nebraska
$243K -$6.82K -84 -3%
CNBOF
2498
City National Bank of Florida
Florida
$243K – – –
A
2499
Alongside
Texas
$243K +$242K +2,982 New
CI
2500
Chartist Inc
California
$242K -$35.1K -432 -13%