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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
476
Berkeley Capital Partners
Georgia
$501K -$9.92K -432 -2%
Bessemer Group
477
Bessemer Group
New Jersey
$501K
AFM
478
Abbot Financial Management
Massachusetts
$501K +$13.8K +600 +3%
TSWM
479
Triangle Securities Wealth Management
North Carolina
$501K +$27.3K +1,188 +6%
CHA
480
Carmichael Hill & Associates
Maryland
$496K +$486K +21,174 New
GIA
481
Guyasuta Investment Advisors
Pennsylvania
$495K
RMCM
482
Reynders McVeigh Capital Management
Massachusetts
$494K -$40.6K -1,770 -8%
RFA
483
Reilly Financial Advisors
California
$493K -$944K -41,130 -66%
PCM
484
Poehling Capital Management
Wisconsin
$492K +$482K +21,000 New
PG
485
Patten Group
Tennessee
$485K +$2.07K +90 +0.4%
CA
486
Continuum Advisory
Idaho
$482K -$13.2K -576 -3%
SG
487
StoneX Group
New York
$481K +$72.9K +3,174 +18%
BOTW
488
Bank of the West
California
$481K +$209K +9,126 +80%
CAN
489
Claraphi Advisory Network
United States
$476K +$466K +20,286 New
MOS
490
MGO One Seven
Ohio
$476K +$466K +20,310 New
SHWM
491
Smith & Howard Wealth Management
Georgia
$470K -$26.2K -1,140 -5%
WA
492
WESPAC Advisors
California
$469K -$173K -7,524 -27%
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$468K +$125K +5,430 +37%
EIA
494
Eldridge Investment Advisors
New Hampshire
$468K +$454K +19,788 New
Vanguard Capital Wealth Advisors
495
Vanguard Capital Wealth Advisors
Colorado
$465K +$456K +19,854 New
NFG
496
Next Financial Group
Texas
$461K -$34.2K -1,488 -7%
RCG
497
Ruggie Capital Group
Florida
$457K
WF
498
WoodTrust Financial
Wisconsin
$457K +$448K +19,500 New
RIS
499
Retirement Income Solutions
Michigan
$455K +$446K +19,416 New
CAW
500
Cornerstone Advisors (Washington)
Washington
$450K