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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Circle Wealth Management
New Jersey
$337K
WI
652
Wintrust Investments
Illinois
$335K
MCM
653
Murphy Capital Management
New Jersey
$332K -$11.1K -450 -3%
PO
654
Private Ocean
California
$332K +$175K +7,080 +125%
BWAM
655
Boyd Watterson Asset Management
Ohio
$328K
MIAS
656
Mason Investment Advisory Services
Virginia
$325K +$308K +12,468 New
FIM
657
Freedom Investment Management
Connecticut
$321K -$279K -11,292 -48%
SWM
658
SeaCrest Wealth Management
New York
$320K -$107K -4,338 -26%
SMH
659
Sanders Morris Harris
Texas
$318K -$2.52K -102 -0.8%
BC
660
Brio Consultants
California
$315K +$1.48K +60 +0.5%
MFS
661
McNamara Financial Services
Massachusetts
$314K +$2.52K +102 +0.7%
SIM
662
Sonora Investment Management
Arizona
$313K
LA
663
LexAurum Advisors
Kansas
$313K +$1.93K +78 +0.7%
CAM
664
Covenant Asset Management
New Jersey
$311K -$50K -2,028 -15%
GLLW
665
Graves Light Lenhart Wealth
Virginia
$310K +$293K +11,886 New
Lido Advisors
666
Lido Advisors
California
$309K +$46.8K +1,896 +19%
AA
667
Ancora Advisors
Ohio
$307K -$6.81K -276 -2%
BBHC
668
Brown Brothers Harriman & Co
New York
$307K +$225K +9,102 +339%
KFGK
669
Keystone Financial Group (Kentucky)
Kentucky
$303K +$287K +11,622 New
TSS
670
Two Sigma Securities
New York
$303K +$287K +11,640 New
KWMG
671
King Wealth Management Group
Florida
$302K
IF
672
Ironwood Financial
Arizona
$301K
ML
673
McAdam LLC
Pennsylvania
$298K -$2.96K -120 -1%
FNT
674
First National Trust
Pennsylvania
$294K -$11.7K -474 -4%
TA
675
TFG Advisers
Michigan
$292K -$2.37K -96 -0.8%