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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Segment Wealth Management
Texas
$13.2M -$2.52K -30 -0%
WHG
552
Westwood Holdings Group
Texas
$13.2M -$305K -3,621 -2%
CFG
553
Compass Financial Group
Ohio
$13.1M -$1.08M -12,798 -8%
SMA
554
Sage Mountain Advisors
Georgia
$13M +$237K +2,814 +2%
LSA
555
Lansing Street Advisors
Pennsylvania
$13M +$14.3K +170 +0.1%
CFA
556
CWS Financial Advisors
Michigan
$13M -$62.4K -742 -0.5%
CPA
557
Cardiff Park Advisors
California
$12.9M +$1.21M +14,332 +11%
FI
558
Financial Insights
Washington
$12.9M -$1.37M -16,293 -10%
RWM
559
Ritholtz Wealth Management
New York
$12.9M +$402K +4,777 +3%
HWMG
560
Hurlow Wealth Management Group
Indiana
$12.9M -$29.4K -349 -0.2%
VA
561
Veratis Advisors
North Carolina
$12.9M +$12.6M +149,325 New
PA
562
Parallel Advisors
California
$12.8M -$266K -3,158 -2%
MFP
563
Meramec Financial Planners
Missouri
$12.8M +$341K +4,054 +3%
PAS
564
Park Avenue Securities
New York
$12.7M -$208K -2,470 -2%
IPW
565
Intergy Private Wealth
Colorado
$12.6M +$829K +9,850 +7%
SWA
566
Sightline Wealth Advisors
Connecticut
$12.6M +$144K +1,713 +1%
RCA
567
Riverview Capital Advisers
Massachusetts
$12.4M +$1.16M +13,844 +11%
KA
568
Kure Advisory
Minnesota
$12.4M +$2.06M +24,427 +20%
MWM
569
MTC Wealth Management
Florida
$12.4M -$308K -3,665 -2%
IA
570
Integrity Alliance
Iowa
$12.4M -$1.15M -13,700 -9%
HIP
571
HUB Investment Partners
Texas
$12.3M +$5.97M +70,913 +98%
CFG
572
Cassilly Financial Group
Maryland
$12.3M -$97.9K -1,164 -0.8%
MI
573
Markowski Investments
Florida
$12.2M +$11.9M +141,952 New
RFA
574
Register Financial Advisors
Georgia
$12.2M +$327K +3,890 +3%
NJIM
575
Nabity-Jensen Investment Management
Nebraska
$12.2M -$209K -2,479 -2%