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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$3.29M +$1.66M +67,104 +114%
BSW
277
Buckingham Strategic Wealth
Missouri
$3.26M +$1.28M +52,008 +71%
PWP
278
Principle Wealth Partners
Connecticut
$3.24M +$356K +14,430 +13%
CI
279
CX Institutional
Indiana
$3.24M +$696K +28,194 +29%
GSIS
280
Global Strategic Investment Solutions
Arizona
$3.21M +$995K +40,332 +49%
SSI
281
Scott & Selber Inc
Texas
$3.2M – – –
GVAG
282
Great Valley Advisor Group
Delaware
$3.17M -$69K -2,796 -2%
IWM
283
IHT Wealth Management
Illinois
$3.17M +$29.3K +1,188 +1%
CCWA
284
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.15M +$52.7K +2,136 +2%
HCM
285
Hollencrest Capital Management
California
$3.14M – – –
RFC
286
Regions Financial Corp
Alabama
$3.13M -$232K -9,402 -7%
AF
287
Advisornet Financial
Minnesota
$3.13M -$94.9K -3,846 -3%
HWA
288
Hillcrest Wealth Advisors
New Jersey
$3.1M +$104K +4,212 +4%
CPA
289
Clear Perspective Advisors
Illinois
$3.1M -$239K -9,678 -8%
KOCAA
290
Knights of Columbus Asset Advisors
Connecticut
$3.08M +$2.91M +117,966 New
GA
291
GFS Advisors
Texas
$3.06M -$195K -7,908 -6%
AIA
292
Arcadia Investment Advisors
Idaho
$3.04M -$3.56M -144,144 -55%
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
$3.03M -$49K -1,986 -2%
AWM
294
Aries Wealth Management
Maine
$3.01M -$21.2K -858 -0.7%
LFAS
295
Level Four Advisory Services
Texas
$3M +$452K +18,312 +19%
SPIA
296
Steward Partners Investment Advisory
New York
$2.99M +$15.3K +618 +0.5%
RWMH
297
Riverpoint Wealth Management Holdings
Illinois
$2.97M +$174K +7,044 +7%
DWM
298
Dakota Wealth Management
Florida
$2.96M +$535K +21,678 +24%
ZB
299
Zions Bancorporation
Utah
$2.94M +$2.79M +112,860 New
SF
300
Synovus Financial
Georgia
$2.94M +$252K +10,230 +10%