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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSI
376
Pinnacle Summer Investments
Virginia
$213K +$32.6K +1,818 +18%
SCM
377
Stonehearth Capital Management
Massachusetts
$207K -$27.4K -1,530 -12%
SHCM
378
Stokes & Hubbell Capital Management
Louisiana
$205K +$208K +11,586 New
CSIC
379
Clifford Swan Investment Counsel
California
$203K +$205K +11,460 New
GWM
380
Gupta Wealth Management
California
$196K – – –
DBT
381
Dubuque Bank & Trust
Iowa
$193K +$195K +10,878 New
AC
382
Alexandria Capital
Virginia
$184K +$185K +10,320 +17,200%
PMFA
383
Plante Moran Financial Advisors
Michigan
$160K – – –
IWMPD
384
Integrated Wealth Management (Palm Desert)
California
$159K – – –
EWM
385
Evercore Wealth Management
New York
$159K +$151K +8,418 +1,509%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$156K -$128K -7,128 -45%
VCM
387
Versant Capital Management
Arizona
$154K +$156K +8,700 New
BEAM
388
Baker Ellis Asset Management
Washington
$150K – – –
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$145K – – –
MA
390
MUFG Americas
New York
$141K +$59.9K +3,342 +72%
WOC
391
West Oak Capital
California
$129K – – –
HWP
392
Hefty Wealth Partners
Indiana
$126K +$128K +7,128 New
S
393
SignatureFD
Georgia
$124K +$7.42K +414 +6%
NFG
394
NewFocus Financial Group
Washington
$120K – – –
VNA
395
Valley National Advisers
Pennsylvania
$113K – – –
KPCM
396
Kings Point Capital Management
New York
$101K -$55.5K -3,096 -35%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$100K +$73.3K +4,092 +261%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$96K -$19.3K -1,080 -17%
WRM
399
Westport Resources Management
Connecticut
$96K +$96.7K +5,400 New
UFA
400
US Financial Advisors
Massachusetts
$94K +$76.5K +4,272 +407%