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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
LongView Wealth Management
Georgia
$7.35M -$2.14M -32,538 -24%
CP
652
Capital Planning
Washington
$7.33M +$50.6K +768 +0.8%
MAG
653
M3 Advisory Group
Massachusetts
$7.29M +$279K +4,236 +4%
VC
654
Vicus Capital
Pennsylvania
$7.27M -$237K -3,600 -3%
WIM
655
Warwick Investment Management
Texas
$7.26M +$852K +12,936 +15%
FAT
656
First American Trust
California
$7.26M +$239K +3,624 +4%
JBW
657
Journey Beyond Wealth
Georgia
$7.23M +$550K +8,352 +9%
DWM
658
Defined Wealth Management
Oregon
$7.17M -$350K -5,316 -5%
Wellington Management Group
659
Wellington Management Group
Massachusetts
$7.17M -$15.9M -241,482 -71%
LFAS
660
Level Four Advisory Services
Texas
$7.17M +$1.19M +18,132 +23%
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$7.16M +$277K +4,212 +4%
EPA
662
Element Pointe Advisors
Florida
$7.1M – – –
GA
663
GSG Advisors
New Jersey
$7.09M -$1.19K -18 -0%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$7.03M +$1.38M +20,964 +28%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$7.01M -$277K -4,206 -4%
SFS
666
Security Financial Services
Indiana
$6.96M +$218K +3,318 +4%
MWG
667
Martin Worley Group
Utah
$6.95M +$2.46M +37,404 +65%
HIA
668
HTG Investment Advisors
Connecticut
$6.95M +$218K +3,312 +4%
MPW
669
MA Private Wealth
California
$6.92M -$16.6K -252 -0.3%
TVWM
670
Tower View Wealth Management
Wisconsin
$6.9M -$852K -12,942 -12%
DI
671
Disciplined Investors
Texas
$6.88M +$980K +14,892 +19%
CA
672
Cumberland Advisors
Florida
$6.86M -$5.92K -90 -0.1%
MMA
673
Miracle Mile Advisors
California
$6.86M +$1.4M +21,264 +29%
NCM
674
NCM Capital Management
New Jersey
$6.82M +$364K +5,532 +6%
KA
675
Kovack Advisors
Florida
$6.8M -$558K -8,478 -8%