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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Evercore Wealth Management
New York
$86K -$96.3K -4,194 -53%
HDIM
652
Hanson & Doremus Investment Management
Vermont
$86K – – –
SBL
653
Sargent Bickham Lagudis
Colorado
$70K – – –
CBT
654
Capital Bank & Trust
California
$70K +$58.8K +2,562 +619%
CG
655
Cutler Group
California
$70K +$68.9K +3,000 New
FRA
656
Front Row Advisors
California
$70K +$68.9K +3,000 New
HT
657
Heritage Trust
Oklahoma
$68K – – –
RCA
658
Rowland Carmichael Advisors
Arizona
$60K – – –
AFNAS
659
American Financial Network Advisory Services
California
$58K +$56.5K +2,460 New
NPC
660
National Planning Corporation
California
$52.6K -$14.9M -649,038 -100%
GI
661
Gradient Investments
Minnesota
$52K +$51.1K +2,226 New
OSNBOA
662
Old Second National Bank of Aurora
Illinois
$51K – – –
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$48.4K -$7.02K -306 -13%
BC
664
Barnett & Company
Tennessee
$46K – – –
FCB
665
First Command Bank
Texas
$44K – – –
FCFS
666
First Command Financial Services
Texas
$44K – – –
TIM
667
Tortoise Investment Management
New York
$43K – – –
POIA
668
Pin Oak Investment Advisors
Texas
$43K +$42.6K +1,854 New
ECM
669
Exchange Capital Management
Michigan
$39K – – –
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
IFA
671
Interactive Financial Advisors
Illinois
$37K -$2.89K -126 -7%
JWA
672
JFS Wealth Advisors
Pennsylvania
$37K – – –
AIS
673
Accurate Investment Solutions
Pennsylvania
$35K -$3.08M -134,184 -99%
Winslow Capital Management
674
Winslow Capital Management
Minnesota
$34K +$32.4K +1,410 +2,350%
SIS
675
Sound Income Strategies
Florida
$33K +$32.1K +1,398 New