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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Benchmark Wealth Management
Connecticut
$33.4M -$1.61M -24,432 -5%
CA
252
CoreCap Advisors
Michigan
$33.4M +$825K +12,534 +3%
TFA
253
Tobias Financial Advisors
Florida
$32.9M +$191K +2,904 +0.6%
PWM
254
Perigon Wealth Management
California
$32.8M -$2.08M -31,530 -7%
AHC
255
Anderson Hoagland & Co
Missouri
$32.8M -$167K -2,544 -0.6%
AA
256
Aire Advisors
California
$32.7M -$388K -5,892 -1%
FTS
257
Fifth Third Securities
Ohio
$32.4M -$576K -8,742 -2%
CF
258
Copperwynd Financial
Arizona
$32.2M +$28.7M +436,122 +9,477%
AWMNH
259
Arcadia Wealth Management (New Hampshire)
New Hampshire
$32.2M +$2.61M +39,654 +10%
JIC
260
Joel Isaacson & Co
New York
$32M +$326K +4,950 +1%
TFG
261
Tilson Financial Group
New Jersey
$32M +$908K +13,794 +3%
TPCW
262
TD Private Client Wealth
New York
$31.8M -$1.08M -16,410 -4%
HWM
263
HB Wealth Management
Georgia
$31.3M -$830K -12,606 -3%
DC
264
DeDora Capital
California
$31.2M -$441K -6,702 -2%
BF
265
Blankinship & Foster
California
$31.1M -$409K -6,210 -1%
GAM
266
Gotham Asset Management
New York
$31M +$5.23M +79,482 +23%
BWM
267
Brown Wealth Management
Illinois
$30.8M +$1.42M +21,498 +5%
CCM
268
Cambridge Capital Management
Illinois
$30.5M +$430K +6,534 +2%
ASN
269
Advisory Services Network
Georgia
$30.4M -$921K -13,992 -3%
Brown Advisory
270
Brown Advisory
Maryland
$30.4M -$1.27M -19,362 -4%
AFG
271
Atomi Financial Group
New York
$30.2M -$2.39M -36,276 -8%
OHWA
272
Oak Hill Wealth Advisors
Virginia
$30.2M +$1.55M +23,532 +6%
AA
273
Armis Advisers
Georgia
$29.9M +$6.58M +100,008 +32%
KIM
274
Karpus Investment Management
New York
$29.7M +$548K +8,322 +2%
HI
275
Harbour Investments
Wisconsin
$29.7M -$272K -4,134 -1%