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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
476
Washington Trust Bank
Washington
$870K +$59.1K +2,394 +8%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$867K +$2.52K +102 +0.3%
BC
478
Bartlett & Co
Ohio
$864K +$2.52K +102 +0.3%
CBFP
479
Cedar Brook Financial Partners
Ohio
$860K -$116K -4,716 -13%
NFG
480
Nations Financial Group
Iowa
$858K +$92.8K +3,762 +13%
GLA
481
Good Life Advisors
Pennsylvania
$852K +$333K +13,512 +70%
AL
482
Aspiriant LLC
California
$840K +$98K +3,972 +14%
H
483
HoyleCohen
California
$832K +$38.4K +1,554 +5%
IWP
484
Icon Wealth Partners
Texas
$823K – – –
WF
485
WoodTrust Financial
Wisconsin
$823K +$74K +3,000 +10%
OWM
486
Orgel Wealth Management
Wisconsin
$819K +$14.8K +600 +2%
PAS
487
Park Avenue Securities
New York
$819K +$767K +31,062 New
AFG
488
Albion Financial Group
Utah
$818K -$10.8K -438 -1%
AIM
489
Axiom Investment Management
New York
$817K -$31.1K -1,260 -4%
VAS
490
Vestmark Advisory Solutions
Massachusetts
$812K +$769K +31,146 New
PWLP
491
Prio Wealth Limited Partnership
Massachusetts
$807K – – –
DY
492
Dowling & Yahnke
California
$807K +$18.5K +750 +2%
CA
493
Cornerstone Advisory
Maryland
$806K -$14.8K -600 -2%
DBRC
494
D.B. Root & Company
Pennsylvania
$799K – – –
RWM
495
RKL Wealth Management
Pennsylvania
$789K +$274K +11,088 +58%
KPW
496
Kore Private Wealth
New York
$786K -$312K -12,624 -30%
IFAM
497
Institutional & Family Asset Management
Colorado
$784K -$16.3K -660 -2%
CIA
498
Covington Investment Advisors
Pennsylvania
$784K +$92.1K +3,732 +14%
HFS
499
HL Financial Services
Kentucky
$783K +$157K +6,354 +27%
WA
500
Wealth Architects
California
$782K – – –