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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
476
Lenox Wealth Advisors
New York
$503K -$105K -4,272 -18%
EIA
477
Eldridge Investment Advisors
New Hampshire
$502K -$45K -1,836 -8%
WAM
478
Watermark Asset Management
California
$501K -$174K -7,110 -26%
BTNA
479
Bremer Trust National Association
Minnesota
$499K -$40.6K -1,656 -8%
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$499K – – –
PG
481
Patten Group
Tennessee
$499K +$5.3K +216 +1%
RIS
482
Retirement Income Solutions
Michigan
$485K – – –
WWM
483
Windsor Wealth Management
Indiana
$483K -$22.1K -900 -4%
CAW
484
Cornerstone Advisors (Washington)
Washington
$479K – – –
BAS
485
Brown Advisory Securities
Maryland
$477K – – –
DT
486
Diversified Trust
Tennessee
$475K -$17.9K -732 -4%
CAN
487
Claraphi Advisory Network
United States
$474K -$16.9K -690 -4%
PO
488
Private Ocean
California
$471K +$40.2K +1,638 +10%
S
489
SignatureFD
Georgia
$468K +$200K +8,148 +77%
FFW
490
Fusion Family Wealth
New York
$463K – – –
CBN
491
Cadence Bank NA
Texas
$462K +$453K +18,492 New
PAS
492
Partnervest Advisory Services
California
$461K -$9.56K -390 -2%
VF
493
Virtu Financial
New York
$460K +$452K +18,432 New
BA
494
Boston Advisors
Massachusetts
$456K +$9.56K +390 +2%
PCM
495
Parsons Capital Management
Rhode Island
$453K – – –
FFSOTS
496
Fiduciary Financial Services of The Southwest
Texas
$452K -$1.62K -66 -0.4%
RFA
497
Reilly Financial Advisors
California
$451K -$2.21K -90 -0.5%
SHWM
498
Smith & Howard Wealth Management
Georgia
$451K – – –
AWCI
499
Alpine Woods Capital Investors
New York
$449K +$441K +18,000 New
OC
500
Oakworth Capital
Alabama
$446K +$20.5K +834 +5%