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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
651
Diversified Trust
Tennessee
$351K -$116K -4,686 -26%
HFA
652
High Falls Advisors
New York
$350K – – –
VCM
653
Virtue Capital Management
Tennessee
$347K +$328K +13,308 New
CAM
654
Crestone Asset Management
Colorado
$342K – – –
IF
655
IRON Financial
Illinois
$338K – – –
CWM
656
Circle Wealth Management
New Jersey
$337K – – –
WI
657
Wintrust Investments
Illinois
$335K – – –
MCM
658
Murphy Capital Management
New Jersey
$332K -$11.1K -450 -3%
PO
659
Private Ocean
California
$332K +$175K +7,080 +125%
BWAM
660
Boyd Watterson Asset Management
Ohio
$328K – – –
MIAS
661
Mason Investment Advisory Services
Virginia
$325K +$308K +12,468 New
FIM
662
Freedom Investment Management
Connecticut
$321K -$279K -11,292 -48%
SWM
663
SeaCrest Wealth Management
New York
$320K -$107K -4,338 -26%
SMH
664
Sanders Morris Harris
Texas
$318K -$2.52K -102 -0.8%
BC
665
Brio Consultants
California
$315K +$1.48K +60 +0.5%
MFS
666
McNamara Financial Services
Massachusetts
$314K +$2.52K +102 +0.7%
SIM
667
Sonora Investment Management
Arizona
$313K – – –
LA
668
LexAurum Advisors
Kansas
$313K +$1.93K +78 +0.7%
CAM
669
Covenant Asset Management
New Jersey
$311K -$50K -2,028 -15%
GLLW
670
Graves Light Lenhart Wealth
Virginia
$310K +$293K +11,886 New
Lido Advisors
671
Lido Advisors
California
$309K +$46.8K +1,896 +19%
AA
672
Ancora Advisors
Ohio
$307K -$6.81K -276 -2%
BBHC
673
Brown Brothers Harriman & Co
New York
$307K +$225K +9,102 +339%
KFGK
674
Keystone Financial Group (Kentucky)
Kentucky
$303K +$287K +11,622 New
TSS
675
Two Sigma Securities
New York
$303K +$287K +11,640 New