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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
651
Allen Investment Management
New York
$201K +$196K +7,500 New
FB
652
Fulton Bank
Pennsylvania
$201K +$196K +7,500 New
ADL
653
Asset Dedication LLC
California
$197K -$2.51K -96 -1%
CWA
654
Clarus Wealth Advisors
Arizona
$193K -$5.96K -228 -3%
PCA
655
Providence Capital Advisors
North Carolina
$191K – – –
BBA
656
Braun-Bostich & Associates
Pennsylvania
$179K – – –
TWA
657
TCI Wealth Advisors
Arizona
$172K – – –
PO
658
Private Ocean
California
$161K -$337K -12,870 -68%
BWM
659
BerganKDV Wealth Management
Minnesota
$160K – – –
KPCM
660
Kings Point Capital Management
New York
$153K – – –
LIA
661
LS Investment Advisors
Michigan
$151K – – –
OBWP
662
O'Brien Wealth Partners
Massachusetts
$150K +$101K +3,858 +223%
TC
663
Trilogy Capital
California
$146K +$37.7K +1,440 +36%
LNB
664
Ledyard National Bank
$145K – – –
SWP
665
Strategic Wealth Partners
Ohio
$143K -$35.6K -1,362 -20%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$136K – – –
KBFS
667
Kohmann Bosshard Financial Services
Ohio
$134K -$31.1K -1,188 -19%
BRC
668
Bell Rock Capital
Delaware
$134K +$5.49K +210 +4%
HDIM
669
Hanson & Doremus Investment Management
Vermont
$130K +$30.5K +1,164 +32%
1IA
670
1834 Investment Advisors
Wisconsin
$125K – – –
CCM
671
Cribstone Capital Management
Maine
$124K +$24.5K +936 +25%
SWMG
672
Signature Wealth Management Group
Georgia
$121K – – –
SFSIG
673
San Francisco Sentry Investment Group
California
$120K – – –
VCM
674
Vigilant Capital Management
Maine
$116K – – –
PFBT
675
Parkside Financial Bank & Trust
Missouri
$113K -$1.41K -54 -1%