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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$561K
GS
302
Girard Securities
California
$558K +$112 +6 +0%
SHCM
303
Stokes & Hubbell Capital Management
Louisiana
$535K +$781 +42 +0.1%
NSAM
304
North Star Asset Management
Wisconsin
$532K -$2.79K -150 -0.5%
BCP
305
Berkeley Capital Partners
Georgia
$508K
OC
306
Oakworth Capital
Alabama
$505K
PWLP
307
Prio Wealth Limited Partnership
Massachusetts
$503K
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$499K -$47K -2,526 -9%
ABFS
309
Appropriate Balance Financial Services
Washington
$489K +$77.7K +4,176 +19%
BP
310
Ballentine Partners
Massachusetts
$487K
PFM
311
Parsec Financial Management
North Carolina
$477K +$104K +5,592 +28%
SHWM
312
Smith & Howard Wealth Management
Georgia
$463K -$99.9K -5,370 -18%
AF
313
Allworth Financial
California
$463K +$25.7K +1,380 +6%
Betterment LLC
314
Betterment LLC
New York
$449K -$59.9K -3,222 -12%
WCM
315
Windsor Capital Management
Arizona
$448K +$446K +23,946 New
HL
316
HeadInvest LLC
Maine
$443K -$96.2K -5,172 -18%
LPT
317
Legacy Private Trust
Wisconsin
$442K -$436K -23,442 -50%
NHC
318
Nicholas Hoffman & Company
Georgia
$438K
RMCM
319
Reynders McVeigh Capital Management
Massachusetts
$434K +$8.26K +444 +2%
IWMPD
320
Integrated Wealth Management (Palm Desert)
California
$431K +$253K +13,590 +144%
CWM
321
Cabot Wealth Management
Massachusetts
$430K -$19K -1,020 -4%
MCM
322
MAI Capital Management
Ohio
$419K +$58.9K +3,168 +17%
CCFCSB
323
Cape Cod Five Cents Savings Bank
Massachusetts
$418K -$4.02K -216 -1%
CM
324
Capital Management
Virginia
$410K
AllianceBernstein
325
AllianceBernstein
Tennessee
$405K +$15.1K +810 +4%