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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$319M +$15.2M +322,320 +5%
PWP
27
Perfromance Wealth Partners
Illinois
$302M +$8.92M +188,772 +3%
Truist Financial
28
Truist Financial
North Carolina
$293M +$36.1M +763,854 +13%
SIS
29
Strategic Investment Solutions
Illinois
$266M +$264M +5,587,878 +11,083%
UCFA
30
United Capital Financial Advisors
Texas
$266M -$143M -3,022,038 -34%
MWM
31
Mission Wealth Management
California
$264M +$4.29M +90,888 +2%
CL
32
Choreo LLC
Illinois
$262M -$2.26M -47,922 -0.8%
BL
33
Balentine LLC
Georgia
$249M +$4.63M +97,956 +2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$247M +$49.3M +1,043,436 +24%
RJA
35
Raymond James & Associates
Florida
$242M +$5.8M +122,844 +2%
MWM
36
Modera Wealth Management
New Jersey
$229M +$6.3M +133,392 +3%
RIA
37
Retirement Investment Advisors
Oklahoma
$221M +$55.2M +1,167,690 +31%
JP Morgan Chase
38
JP Morgan Chase
New York
$218M +$29.4M +622,974 +15%
Charles Schwab
39
Charles Schwab
California
$212M +$221M +4,676,916 New
Stifel Financial
40
Stifel Financial
Missouri
$187M +$10.8M +228,360 +6%
EH
41
Equitable Holdings
New York
$187M -$29.8M -631,566 -13%
MML Investors Services
42
MML Investors Services
Massachusetts
$186M -$4.63M -97,980 -2%
MFG
43
Merit Financial Group
Georgia
$186M +$3.46M +73,344 +2%
NFC
44
Northeast Financial Consultants
Connecticut
$185M +$1.78M +37,722 +0.9%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$183M -$33.1M -700,506 -15%
Corient Private Wealth
46
Corient Private Wealth
Florida
$181M +$3.89M +82,314 +2%
SEIA
47
Signature Estate & Investment Advisors
California
$177M -$8.02M -169,764 -4%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$160M -$2.7M -57,114 -2%
MG
49
Mather Group
Illinois
$153M -$11.8M -250,200 -7%
MGIA
50
Moneta Group Investment Advisors
Missouri
$148M +$7.17M +151,812 +5%