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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Brooklyn Investment Group
New York
$23.7M +$11.5M +148,050 +83%
RIA
352
Regal Investment Advisors
Michigan
$23.1M +$1.32M +16,926 +6%
DWM
353
Dakota Wealth Management
Florida
$22.9M -$923K -11,868 -4%
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$22.7M -$1.75M -22,536 -7%
SAM
355
Smartleaf Asset Management
Massachusetts
$22.7M +$4.65M +59,754 +23%
BWFA
356
Baltimore-Washington Financial Advisors
Maryland
$22.6M +$1.1M +14,082 +5%
ABC
357
Associated Banc-Corp
Wisconsin
$22.6M +$401K +5,160 +2%
SJGA
358
Stephen J. Garry & Associates
New York
$22.6M -$1.36M -17,544 -5%
ATC
359
Advantage Trust Company
Kansas
$22.6M +$667K +8,568 +3%
OIA
360
OneDigital Investment Advisors
Kansas
$22.5M +$1.32M +17,004 +6%
RWS
361
Rochester Wealth Strategies
Michigan
$22.3M +$2.2M +28,266 +10%
BlackRock
362
BlackRock
New York
$22.3M -$11.4M -146,826 -32%
IWP
363
IAG Wealth Partners
Wisconsin
$22.2M +$1.17M +14,988 +5%
ORL
364
Oak Root LLC
California
$22M +$1.84M +23,598 +8%
OC
365
Oppenheimer & Co
New York
$21.9M -$1.62M -20,820 -6%
CA
366
CoreCap Advisors
Michigan
$21.9M -$9.04M -116,268 -28%
KBFS
367
Kohmann Bosshard Financial Services
Ohio
$21.8M +$1.15M +14,844 +5%
PWS
368
Peterson Wealth Services
Utah
$21.7M +$360K +4,626 +2%
RA
369
RFG Advisory
Alabama
$21.6M +$1.32M +17,010 +6%
IW
370
Integrated Wealthcare
North Carolina
$21.6M +$873K +11,226 +4%
WIC
371
Whitegate Investment Counselors
New Hampshire
$21.6M -$165K -2,124 -0.7%
AWM
372
Arista Wealth Management
Nevada
$21.5M – – –
AUB
373
Atlantic Union Bankshares
Virginia
$21.4M +$898K +11,544 +4%
AWA
374
Arkadios Wealth Advisors
Georgia
$21.3M +$800K +10,284 +4%
BSSFA
375
Baron Silver Stevens Financial Advisors
Florida
$21.1M +$23.8K +306 +0.1%