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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
401
Cassady Schiller Wealth Management
Ohio
$11.9M +$1.11M +23,070 +11%
NW
402
NewEdge Wealth
Pennsylvania
$11.7M +$969K +20,076 +10%
SWA
403
Safir Wealth Advisors
New Hampshire
$11.7M -$313K -6,480 -3%
M&T Bank
404
M&T Bank
New York
$11.7M +$231K +4,794 +2%
OW
405
Olistico Wealth
Oklahoma
$11.7M +$1.06M +21,978 +11%
LRIA
406
Leonard Rickey Investment Advisors
Washington
$11.7M -$48.9K -1,014 -0.4%
FHA
407
Flagship Harbor Advisors
Massachusetts
$11.6M +$787K +16,308 +8%
RFG
408
REAP Financial Group
Texas
$11.6M +$10.8M +223,476 New
CFGS
409
Concourse Financial Group Securities
Alabama
$11.6M -$125K -2,586 -1%
LFP
410
Leeward Financial Partners
Washington
$11.5M -$1.2M -24,882 -10%
Fisher Asset Management
411
Fisher Asset Management
Washington
$11.3M -$2.68M -55,518 -20%
CCA
412
Cora Capital Advisors
New Jersey
$11.2M +$156K +3,228 +2%
FCG
413
Financial Connections Group
California
$11.2M +$10.4M +215,580 New
FCI
414
Financial Counselors Inc
Kansas
$11.2M -$79.4K -1,644 -0.8%
TFG
415
Tilson Financial Group
New Jersey
$11.1M +$1M +20,718 +11%
2L
416
25 LLC
Missouri
$11.1M +$113K +2,340 +1%
LIG
417
Lokken Investment Group
Delaware
$11.1M +$287K +5,940 +3%
HWM
418
Howard Wealth Management
Connecticut
$11M +$142K +2,934 +1%
SHF
419
Stage Harbor Financial
Massachusetts
$11M +$10.2M +212,076 New
BA
420
Bristlecone Advisors
Washington
$10.9M +$68.9K +1,428 +0.7%
GAM
421
Gemmer Asset Management
California
$10.8M +$116K +2,394 +1%
PIA
422
Pinion Investment Advisors
Kansas
$10.8M +$3.35M +69,360 +50%
HWMG
423
Hurlow Wealth Management Group
Indiana
$10.8M -$214K -4,434 -2%
GCP
424
Gill Capital Partners
Colorado
$10.7M +$208K +4,308 +2%
MSA
425
McAlister Sweet & Associates
Texas
$10.6M -$2.08M -43,128 -17%