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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
476
Dowling & Yahnke
California
$742K -$50.1K -2,070 -6%
Chevy Chase Trust
477
Chevy Chase Trust
Maryland
$742K +$802K +33,114 New
BCWM
478
Bartlett & Co Wealth Management
Ohio
$740K +$592K +24,420 +283%
BC
479
Bartlett & Co
Ohio
$740K +$592K +24,420 +283%
OCM
480
Orser Capital Management
Texas
$739K – – –
PL
481
Plancorp LLC
Missouri
$735K – – –
AIM
482
Axiom Investment Management
New York
$731K +$791K +32,664 New
TC
483
Toews Corporation
New Jersey
$729K -$134K -5,526 -15%
IIC
484
Integrated Investment Consultants
Michigan
$721K +$779K +32,166 New
AFG
485
Albion Financial Group
Utah
$712K -$24.6K -1,014 -3%
AWA
486
Arete Wealth Advisors
Illinois
$712K +$171K +7,050 +28%
TNB
487
Thomasville National Bank
Georgia
$711K -$14.7K -606 -2%
IWP
488
Icon Wealth Partners
Texas
$707K -$1.16K -48 -0.2%
CA
489
Cornerstone Advisory
Maryland
$706K +$44.2K +1,824 +6%
FLII
490
First Long Island Investors
New York
$705K -$280K -11,562 -27%
PWLP
491
Prio Wealth Limited Partnership
Massachusetts
$693K – – –
WTB
492
Washington Trust Bank
Washington
$693K – – –
MJRIC
493
Mogy Joel R Investment Counsel
California
$692K – – –
OWM
494
Orgel Wealth Management
Wisconsin
$690K -$13.5K -558 -2%
IFAM
495
Institutional & Family Asset Management
Colorado
$688K +$2.62K +108 +0.4%
DBRC
496
D.B. Root & Company
Pennsylvania
$686K -$460K -18,996 -38%
H
497
HoyleCohen
California
$680K +$736K +30,378 New
EVM
498
Eaton Vance Management
Massachusetts
$675K -$38.5K -1,590 -5%
DI
499
DFPG Investments
Utah
$673K +$729K +30,078 New
WA
500
Wealth Architects
California
$672K -$113K -4,650 -13%