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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
376
Oak Point Wealth Management
Michigan
$932K +$908K +39,570 New
BSW
377
Buckingham Strategic Wealth
Missouri
$924K +$14.9K +648 +2%
GT
378
Greenleaf Trust
Michigan
$916K +$408K +17,790 +84%
DP
379
DDD Partners
Washington
$913K +$894K +38,940 New
WA
380
Wealth Architects
California
$912K -$48.2K -2,100 -5%
WTB
381
Washington Trust Bank
Washington
$911K +$39.9K +1,740 +5%
CFA
382
Cahill Financial Advisors
Minnesota
$907K -$107K -4,680 -11%
MA
383
MUFG Americas
New York
$901K +$65.4K +2,850 +8%
MIM
384
Marco Investment Management
Georgia
$900K – – –
SCM
385
Snow Capital Management
Pennsylvania
$892K – – –
TC
386
Trust Company
Kansas
$888K – – –
AMG
387
Asset Management Group
Connecticut
$886K +$2.62K +114 +0.3%
MMA
388
Miracle Mile Advisors
California
$886K +$150K +6,540 +21%
CCM
389
Coe Capital Management
Illinois
$885K +$29.6K +1,290 +4%
EWM
390
Empirical Wealth Management
Washington
$884K – – –
PCA
391
Personal Capital Advisors
California
$882K +$291K +12,690 +51%
APP
392
Avantax Planning Partners
Iowa
$872K -$647K -28,182 -43%
SFM
393
Signature Financial Management
Virginia
$855K +$1.51K +66 +0.2%
VF
394
Virtu Financial
New York
$851K +$218K +9,486 +35%
BlackRock
395
BlackRock
New York
$850K +$106K +4,620 +15%
IP
396
Intellectus Partners
California
$847K – – –
OAM
397
Oppenheimer Asset Management
New York
$842K – – –
AFG
398
Albion Financial Group
Utah
$841K -$18K -786 -2%
DY
399
Dowling & Yahnke
California
$840K -$77.4K -3,372 -9%
GMA
400
Goldstein Munger & Associates
California
$814K +$516K +22,500 +184%