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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
351
N.E.W. Advisory Services
Wisconsin
$7.95M -$1.51M -33,324 -17%
MIS
352
Morningstar Investment Services
Illinois
$7.91M -$70.6M -1,554,414 -90%
MPCG
353
Matrix Private Capital Group
New York
$7.91M +$115K +2,526 +2%
EFL
354
ERn Financial LLC
Wisconsin
$7.82M -$46.3K -1,020 -0.6%
RWMH
355
Riverpoint Wealth Management Holdings
Illinois
$7.75M +$814K +17,916 +12%
FHC
356
First Heartland Consultants
Missouri
$7.68M +$175K +3,858 +2%
CFA
357
Carroll Financial Associates
North Carolina
$7.61M +$21.8K +480 +0.3%
IAA
358
Ironsides Asset Advisors
North Carolina
$7.56M – – –
CPA
359
Capital Planning Advisors
California
$7.55M -$993K -21,870 -12%
SB
360
Simmons Bank
Arkansas
$7.51M +$765K +16,854 +12%
IWM
361
IHT Wealth Management
Illinois
$7.45M +$142K +3,120 +2%
MA
362
MUFG Americas
New York
$7.34M +$163K +3,582 +2%
WFA
363
Wells Financial Advisors
Massachusetts
$7.32M -$94.3K -2,076 -1%
MC
364
Mathes Company
New York
$7.29M – – –
GFPC
365
Global Financial Private Client
Florida
$7.24M +$1.5M +32,940 +28%
FA
366
FC Advisory
Pennsylvania
$7.16M +$1.08M +23,754 +19%
FAG
367
Financial Advisory Group
Texas
$7.16M -$41.1K -906 -0.6%
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
$7.13M +$513K +11,292 +8%
MMPW
369
Mitchell McLeod Pugh & Williams
Alabama
$7.13M -$15K -330 -0.2%
CG
370
Caprock Group
Idaho
$7.08M -$214K -4,704 -3%
SAMC
371
Spectrum Asset Management (California)
California
$7.07M -$3.65M -80,322 -35%
IC
372
Intersect Capital
California
$7.06M +$105K +2,322 +2%
HCP
373
Hexagon Capital Partners
Arkansas
$7.05M +$205K +4,524 +3%
EFG
374
Everhart Financial Group
Ohio
$6.94M +$2.24M +49,440 +52%
EPA
375
Element Pointe Advisors
Florida
$6.93M -$157K -3,450 -2%