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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Pinnacle Associates
New York
$569K +$108K +4,116 +24%
PCM
477
Poehling Capital Management
Wisconsin
$564K
CPO
478
Cerity Partners OCIO
New York
$561K -$15.7K -600 -3%
BCI
479
Brinker Capital Investments
Pennsylvania
$560K -$21.3K -816 -4%
CAG
480
Crestwood Advisors Group
Massachusetts
$559K
ST
481
Smithfield Trust
Pennsylvania
$552K -$58.4K -2,232 -10%
PGFC
482
Peapack-Gladstone Financial Corp
New Jersey
$545K +$8.48K +324 +2%
CHA
483
Carmichael Hill & Associates
Maryland
$543K -$15.7K -600 -3%
EIA
484
Eldridge Investment Advisors
New Hampshire
$540K
Prudential Financial
485
Prudential Financial
New Jersey
$540K +$199K +7,620 +61%
BTNA
486
Bremer Trust National Association
Minnesota
$535K -$1.26K -48 -0.2%
PAS
487
Partnervest Advisory Services
California
$524K +$27.6K +1,056 +6%
RBA
488
Richard Bernstein Advisors
New York
$523K +$69.9K +2,670 +16%
RIS
489
Retirement Income Solutions
Michigan
$521K
WWM
490
Windsor Wealth Management
Indiana
$519K
RMCM
491
Reynders McVeigh Capital Management
Massachusetts
$518K -$39.2K -1,500 -7%
CAN
492
Claraphi Advisory Network
United States
$518K +$7.85K +300 +2%
DP
493
DDD Partners
Washington
$517K -$894K -34,182 -64%
BCP
494
Berkeley Capital Partners
Georgia
$517K -$24.8K -948 -5%
CAW
495
Cornerstone Advisors (Washington)
Washington
$515K
BAS
496
Brown Advisory Securities
Maryland
$513K
DT
497
Diversified Trust
Tennessee
$511K
FFW
498
Fusion Family Wealth
New York
$497K
CBN
499
Cadence Bank NA
Texas
$496K
GLA
500
Good Life Advisors
Pennsylvania
$492K +$19.3K +738 +4%