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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2651
Reflection Asset Management
South Carolina
$149K +$149K +1,830 New
DSC
2652
Duncker Streett & Co
Missouri
$149K -$56K -690 -27%
KCM
2653
Key Capital Management
Tennessee
$146K +$146K +1,800 New
MTI
2654
Merrithew & Thorsten Inc
California
$146K +$146K +1,800 New
VWM
2655
Valley Wealth Managers
New Jersey
$143K – – –
POIA
2656
Pin Oak Investment Advisors
Texas
$142K -$2.92K -36 -2%
WWM
2657
Wolff Wiese Magana
California
$139K – – –
IIM
2658
IFC & Insurance Marketing
California
$139K +$139K +1,710 New
BBPWM
2659
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
BCPWM
2660
Bradley & Co Private Wealth Management
Florida
$139K – – –
CT
2661
Clearstead Trust
Maine
$139K +$24.3K +300 +21%
CCMI
2662
Creative Capital Management Investments
California
$137K – – –
CC
2663
Corsicana & Co
Texas
$135K – – –
EDRH
2664
Edmond de Rothschild Holding
Switzerland
$135K – – –
MSFP
2665
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
LWM
2666
Lodestone Wealth Management
Washington
$133K +$133K +1,638 New
A
2667
Allianz
Germany
$133K – – –
BWM
2668
Bernard Wealth Management
Michigan
$131K – – –
AC
2669
Arjuna Capital
North Carolina
$130K +$130K +1,596 New
CPG
2670
Cornerstone Planning Group
New Jersey
$129K +$122K +1,506 +1,931%
KB
2671
Kimelman & Baird
New York
$127K – – –
T
2672
Tidemark
California
$127K -$59.4K -732 -32%
PWA
2673
Physician Wealth Advisors
Utah
$126K +$487 +6 +0.4%
KSB
2674
Kennebec Savings Bank
Maine
$126K – – –
KA
2675
Kozak & Associates
Colorado
$123K -$10.2K -126 -8%