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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oakworth Capital
Alabama
$479K – – –
CWM
302
Cabot Wealth Management
Massachusetts
$478K -$1.55M -92,256 -77%
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$477K – – –
SFPM
304
Sensible Financial Planning & Management
Massachusetts
$477K – – –
WAM
305
Wolverine Asset Management
Illinois
$475K -$675K -40,290 -60%
CFN
306
Cordasco Financial Network
Florida
$472K -$163K -9,750 -27%
BP
307
Ballentine Partners
Massachusetts
$462K -$27K -1,608 -6%
Betterment LLC
308
Betterment LLC
New York
$458K +$3.82K +228 +0.9%
UFA
309
US Financial Advisors
Massachusetts
$458K +$343K +20,490 +385%
GS
310
Girard Securities
California
$446K +$127K +7,560 +43%
KeyBank National Association
311
KeyBank National Association
Ohio
$437K +$18.9K +1,128 +5%
SHCM
312
Stokes & Hubbell Capital Management
Louisiana
$436K +$217K +12,966 +112%
FTS
313
Fifth Third Securities
Ohio
$435K +$411K +24,516 New
SMH
314
Sanders Morris Harris
Texas
$430K +$406K +24,216 New
AF
315
Allworth Financial
California
$415K +$11.3K +672 +3%
RMCM
316
Reynders McVeigh Capital Management
Massachusetts
$403K -$10.1K -600 -3%
CCFCSB
317
Cape Cod Five Cents Savings Bank
Massachusetts
$399K +$80.5K +4,800 +27%
EWM
318
Edge Wealth Management
New York
$399K +$377K +22,500 New
CM
319
Capital Management
Virginia
$396K -$315K -18,774 -46%
GA
320
Geneva Advisors
Illinois
$393K -$10.2K -606 -3%
GT
321
Greenleaf Trust
Michigan
$377K -$17K -1,014 -5%
VV
322
Valentine Ventures
Oregon
$365K +$13.5K +804 +4%
RW
323
Rand Wealth
Maryland
$359K – – –
VIA
324
Vantage Investment Advisors
Pennsylvania
$356K +$23.1K +1,380 +7%
PFM
325
Parsec Financial Management
North Carolina
$353K – – –