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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
576
Well Done LLC
Michigan
$3.8M +$525K +10,074 +17%
RWI
577
Red Wave Investments
Pennsylvania
$3.78M -$424K -8,142 -10%
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$3.78M +$475K +9,120 +15%
CAL
579
Capital Analysts LLC
Pennsylvania
$3.75M +$10K +192 +0.3%
TA
580
Tiedemann Advisors
New York
$3.74M – – –
SFS
581
Sowell Financial Services
Arkansas
$3.73M +$334K +6,402 +10%
FCH
582
Freestone Capital Holdings
Washington
$3.71M +$188K +3,618 +5%
GCA
583
Gradient Capital Advisors
California
$3.71M +$23.4K +450 +0.7%
DI
584
Disciplined Investments
Oklahoma
$3.7M +$688K +13,200 +24%
BC
585
Burney Company
Virginia
$3.7M -$73.1K -1,404 -2%
JSL
586
JT Stratford LLC
Georgia
$3.68M -$10.6K -204 -0.3%
BBNB
587
Baker Boyer National Bank
Washington
$3.67M +$3.58M +68,688 New
LWM
588
Laidlaw Wealth Management
New York
$3.67M +$3.57M +68,532 New
TVWM
589
Tower View Wealth Management
Wisconsin
$3.66M +$26.6K +510 +0.8%
CFA
590
CWS Financial Advisors
Michigan
$3.66M +$3.56M +68,418 New
Fisher Asset Management
591
Fisher Asset Management
Washington
$3.65M +$1.4M +26,928 +65%
FC
592
Family CFO
California
$3.65M +$3.55M +68,184 New
WFM
593
Wolff Financial Management
Michigan
$3.62M +$3.52M +67,614 New
TGAM
594
TBH Global Asset Management
Tennessee
$3.57M +$52.5K +1,008 +2%
DWT
595
Dorsey & Whitney Trust
South Dakota
$3.56M -$231K -4,428 -6%
NF
596
Norwood Financial
Pennsylvania
$3.54M +$3.45M +66,174 New
GP
597
Girard Partners
Pennsylvania
$3.52M -$87.8K -1,686 -2%
TWM
598
Tradition Wealth Management
Minnesota
$3.51M +$3.13K +60 +0.1%
LAS
599
Lloyd Advisory Services
Georgia
$3.5M +$3M +57,606 +729%
VCA
600
Verdence Capital Advisors
Maryland
$3.5M -$15.9K -306 -0.5%