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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$3M +$6.67M +167,010 +83%
MOS
502
MGO One Seven
Ohio
$2.98M -$257K -6,450 -8%
DP
503
Denver PWM
Colorado
$2.98M +$2.86M +71,538 New
GCA
504
Gradient Capital Advisors
California
$2.97M +$15.6K +390 +0.6%
IA
505
IFG Advisory
Georgia
$2.95M -$61.1K -1,530 -2%
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$2.95M -$300K -7,524 -10%
CF
507
Centaurus Financial
California
$2.93M +$463K +11,598 +20%
SBH
508
Segall Bryant & Hamill
Illinois
$2.91M -$35.7K -894 -1%
5L
509
55I LLC
Massachusetts
$2.9M -$2.03M -50,880 -43%
AWA
510
Arkadios Wealth Advisors
Georgia
$2.89M +$2.65M +66,354 +3,133%
CIC
511
Carnegie Investment Counsel
Ohio
$2.88M -$77.1K -1,932 -3%
SCM
512
SOL Capital Management
Maryland
$2.88M +$65.9K +1,650 +2%
OGF
513
Orin Green Financial
California
$2.84M +$2.68M +67,176 New
WG
514
Winton Group
United Kingdom
$2.83M -$855K -21,432 -24%
HWM
515
Hohimer Wealth Management
Washington
$2.83M +$567K +14,208 +27%
VCA
516
Verdence Capital Advisors
Maryland
$2.79M -$15.6K -390 -0.6%
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$2.79M +$312K +7,812 +13%
NFG
518
Nations Financial Group
Iowa
$2.78M -$70.4K -1,764 -3%
CFA
519
Cahill Financial Advisors
Minnesota
$2.77M +$2.62M +65,616 New
Loomis, Sayles & Company
520
Loomis, Sayles & Company
Massachusetts
$2.76M +$2.29M +57,354 +711%
FFN
521
Focus Financial Network
Minnesota
$2.76M -$83.1K -2,082 -3%
MWM
522
Meridian Wealth Management
Kentucky
$2.75M -$411K -10,302 -14%
Legacy Financial Group (Iowa)
523
Legacy Financial Group (Iowa)
Iowa
$2.73M +$2.58M +64,626 New
OIA
524
OneDigital Investment Advisors
Kansas
$2.72M +$348K +8,706 +16%
TWM
525
Tradition Wealth Management
Minnesota
$2.72M +$2.57M +64,350 New