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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
551
Parsec Financial Management
North Carolina
$361K
FG
552
Fiduciary Group
Georgia
$357K
EAMA
553
EFG Asset Management (Americas)
Florida
$355K -$782K -29,904 -69%
LA
554
Legacy Advisors
Pennsylvania
$349K
SAM
555
SP Asset Management
California
$349K +$471 +18 +0.1%
BCWM
556
Blue Chip Wealth Management
Florida
$348K
PWAG
557
Polaris Wealth Advisory Group
California
$348K +$97.3K +3,720 +40%
CWM
558
Circle Wealth Management
New Jersey
$346K +$337K +12,882 New
WI
559
Wintrust Investments
Illinois
$345K +$15.7K +600 +5%
SMC
560
Smith, Moore & Co
Missouri
$339K
UBS AM
561
UBS AM
Illinois
$339K -$15.7K -600 -5%
HPC
562
HM Payson & Co
Maine
$338K -$201K -7,686 -38%
VHAM
563
Van Hulzen Asset Management
California
$338K -$16K -612 -5%
MCM
564
Murphy Capital Management
New Jersey
$338K -$8.16K -312 -2%
BWAM
565
Boyd Watterson Asset Management
Ohio
$338K
SMH
566
Sanders Morris Harris
Texas
$330K -$9.57K -366 -3%
BW
567
Bison Wealth
Georgia
$328K +$38.5K +1,470 +14%
HFA
568
Huber Financial Advisors
Illinois
$327K -$5.49K -210 -2%
AA
569
Ancora Advisors
Ohio
$323K +$86.3K +3,300 +38%
BEAM
570
Baker Ellis Asset Management
Washington
$322K -$38.8K -1,482 -11%
AC
571
Alexandria Capital
Virginia
$319K -$46.8K -1,788 -13%
RRC
572
Relaxing Retirement Coach
Massachusetts
$317K
RWM
573
Rezny Wealth Management
Florida
$312K +$305K +11,646 New
IF
574
Ironwood Financial
Arizona
$310K
KWMG
575
King Wealth Management Group
Florida
$308K -$2.35K -90 -0.8%