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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Destination Wealth Management
California
$221K +$1.9K +120 +0.9%
CPO
252
Cerity Partners OCIO
New York
$219K -$27.4K -1,728 -11%
TCM
253
Telos Capital Management
California
$218K +$209K +13,200 New
EWM
254
Empirical Wealth Management
Washington
$210K +$202K +12,714 New
MIAN
255
Mariner Independent Advisor Network
Kansas
$209K +$201K +12,660 New
BCM
256
Brookstone Capital Management
Illinois
$204K +$196K +12,360 New
SIC
257
SFE Investment Counsel
California
$200K -$185K -11,700 -49%
RIA
258
Regal Investment Advisors
Michigan
$180K +$95 +6 +0.1%
PSI
259
Pinnacle Summer Investments
Virginia
$169K – – –
CFSG
260
Community Financial Services Group
Vermont
$165K – – –
BFEC
261
Benjamin F. Edwards & Company
Missouri
$163K +$14.9K +942 +11%
S
262
SignatureFD
Georgia
$157K -$76.4K -4,818 -34%
BC
263
Bartlett & Co
Ohio
$140K – – –
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$136K – – –
PMFA
265
Plante Moran Financial Advisors
Michigan
$136K – – –
BEAM
266
Baker Ellis Asset Management
Washington
$133K +$128K +8,082 New
TWM
267
Torch Wealth Management
Ohio
$131K – – –
JFA
268
JNBA Financial Advisors
Minnesota
$120K – – –
WOC
269
West Oak Capital
California
$118K +$13.3K +840 +13%
TDC
270
Thompson Davis & Co
Virginia
$115K -$47.6K -3,000 -30%
ECM
271
Exchange Capital Management
Michigan
$114K – – –
M&T Bank
272
M&T Bank
New York
$103K – – –
VIA
273
Vantage Investment Advisors
Pennsylvania
$103K – – –
KPCM
274
Kings Point Capital Management
New York
$94K – – –
FWM
275
Focused Wealth Management
New York
$84K -$3.71K -234 -4%