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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$477K
SFPM
302
Sensible Financial Planning & Management
Massachusetts
$477K
WAM
303
Wolverine Asset Management
Illinois
$475K -$675K -40,290 -60%
CFN
304
Cordasco Financial Network
Florida
$472K -$163K -9,750 -27%
BP
305
Ballentine Partners
Massachusetts
$462K -$27K -1,608 -6%
Betterment LLC
306
Betterment LLC
New York
$458K +$3.82K +228 +0.9%
UFA
307
US Financial Advisors
Massachusetts
$458K +$343K +20,490 +385%
GS
308
Girard Securities
California
$446K +$127K +7,560 +43%
KeyBank National Association
309
KeyBank National Association
Ohio
$437K +$18.9K +1,128 +5%
SHCM
310
Stokes & Hubbell Capital Management
Louisiana
$436K +$217K +12,966 +112%
FTS
311
Fifth Third Securities
Ohio
$435K +$411K +24,516 New
SMH
312
Sanders Morris Harris
Texas
$430K +$406K +24,216 New
AF
313
Allworth Financial
California
$415K +$11.3K +672 +3%
RMCM
314
Reynders McVeigh Capital Management
Massachusetts
$403K -$10.1K -600 -3%
CCFCSB
315
Cape Cod Five Cents Savings Bank
Massachusetts
$399K +$80.5K +4,800 +27%
EWM
316
Edge Wealth Management
New York
$399K +$377K +22,500 New
CM
317
Capital Management
Virginia
$396K -$315K -18,774 -46%
GA
318
Geneva Advisors
Illinois
$393K -$10.2K -606 -3%
GT
319
Greenleaf Trust
Michigan
$377K -$17K -1,014 -5%
VV
320
Valentine Ventures
Oregon
$365K +$13.5K +804 +4%
RW
321
Rand Wealth
Maryland
$359K
VIA
322
Vantage Investment Advisors
Pennsylvania
$356K +$23.1K +1,380 +7%
PFM
323
Parsec Financial Management
North Carolina
$353K
BB
324
Busey Bank
Illinois
$351K
Simplex Trading
325
Simplex Trading
Illinois
$350K +$331K +19,764 New