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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Watermark Asset Management
California
$501K -$174K -7,110 -26%
BTNA
477
Bremer Trust National Association
Minnesota
$499K -$40.6K -1,656 -8%
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$499K
PG
479
Patten Group
Tennessee
$499K +$5.3K +216 +1%
RIS
480
Retirement Income Solutions
Michigan
$485K
WWM
481
Windsor Wealth Management
Indiana
$483K -$22.1K -900 -4%
CAW
482
Cornerstone Advisors (Washington)
Washington
$479K
BAS
483
Brown Advisory Securities
Maryland
$477K
DT
484
Diversified Trust
Tennessee
$475K -$17.9K -732 -4%
CAN
485
Claraphi Advisory Network
United States
$474K -$16.9K -690 -4%
PO
486
Private Ocean
California
$471K +$40.2K +1,638 +10%
S
487
SignatureFD
Georgia
$468K +$200K +8,148 +77%
FFW
488
Fusion Family Wealth
New York
$463K
CBN
489
Cadence Bank NA
Texas
$462K +$453K +18,492 New
PAS
490
Partnervest Advisory Services
California
$461K -$9.56K -390 -2%
VF
491
Virtu Financial
New York
$460K +$452K +18,432 New
BA
492
Boston Advisors
Massachusetts
$456K +$9.56K +390 +2%
PCM
493
Parsons Capital Management
Rhode Island
$453K
FFSOTS
494
Fiduciary Financial Services of The Southwest
Texas
$452K -$1.62K -66 -0.4%
RFA
495
Reilly Financial Advisors
California
$451K -$2.21K -90 -0.5%
SHWM
496
Smith & Howard Wealth Management
Georgia
$451K
AWCI
497
Alpine Woods Capital Investors
New York
$449K +$441K +18,000 New
OC
498
Oakworth Capital
Alabama
$446K +$20.5K +834 +5%
GLA
499
Good Life Advisors
Pennsylvania
$442K +$191K +7,794 +79%
WA
500
WESPAC Advisors
California
$438K -$245K -10,008 -36%