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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Wealth Architects
California
$762K -$286K -15,486 -27%
WTB
302
Washington Trust Bank
Washington
$738K -$51.7K -2,796 -7%
DY
303
Dowling & Yahnke
California
$729K -$25.5K -1,380 -3%
MIM
304
Marco Investment Management
Georgia
$725K
AWM
305
Avior Wealth Management
Nebraska
$724K
TA
306
Tiedemann Advisors
New York
$720K +$717K +38,772 New
NWM
307
Northwest Wealth Management
Iowa
$711K +$708K +38,280 New
SCM
308
Snow Capital Management
Pennsylvania
$707K
IWM
309
IHT Wealth Management
Illinois
$706K +$698K +37,752 New
LSA
310
L & S Advisors
California
$697K -$36.3K -1,962 -5%
HSA
311
HBK Sorce Advisory
Pennsylvania
$681K
SFM
312
Signature Financial Management
Virginia
$674K
IP
313
Intellectus Partners
California
$672K +$669K +36,150 New
BF
314
BOK Financial
Oklahoma
$661K -$127K -6,876 -16%
BFG
315
Beacon Financial Group
Texas
$645K -$163K -8,790 -20%
CA
316
Cornerstone Advisory
Maryland
$630K -$4.99K -270 -0.8%
MJRIC
317
Mogy Joel R Investment Counsel
California
$624K +$11.1K +600 +2%
DT
318
Diversified Trust
Tennessee
$621K -$24.2K -1,308 -4%
SIC
319
Salem Investment Counselors
North Carolina
$613K -$21.3K -1,152 -3%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$611K
PL
321
Plancorp LLC
Missouri
$603K +$600K +32,436 New
GS
322
Girard Securities
California
$600K +$46.2K +2,496 +8%
NFG
323
NewFocus Financial Group
Washington
$590K +$287K +15,522 +96%
WAM
324
Wolverine Asset Management
Illinois
$590K +$536K +29,004 +1,035%
CCM
325
Coe Capital Management
Illinois
$585K