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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
676
Princeton Capital Management
New Jersey
$112K +$10.2K +390 +10%
RWA
677
Ropes Wealth Advisors
Massachusetts
$102K -$9.42K -360 -9%
TL
678
TrueWealth LLC
Georgia
$102K – – –
AIM
679
Advantage Investment Management
Iowa
$101K -$3.14K -120 -3%
AF
680
Arrow Financial
New York
$90K +$87.3K +3,336 New
FGAM
681
Financial Gravity Asset Management
Texas
$85K +$11.1K +426 +13%
LWS
682
Lucia Wealth Services
California
$81K – – –
GI
683
Gradient Investments
Minnesota
$81K +$14.8K +564 +23%
SFA
684
Stewardship Financial Advisors
Georgia
$81K +$78.5K +3,000 New
CBT
685
Capital Bank & Trust
California
$80K -$559K -21,360 -88%
SBL
686
Sargent Bickham Lagudis
Colorado
$80K -$174K -6,660 -69%
HT
687
Heritage Trust
Oklahoma
$78K – – –
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$70K – – –
DBT
689
Dubuque Bank & Trust
Iowa
$67K – – –
VFA
690
Valeo Financial Advisors
Indiana
$66K +$15.4K +588 +28%
RWA
691
River Wealth Advisors
Pennsylvania
$63K – – –
RCG
692
Ruggie Capital Group
Florida
$62K -$356K -13,626 -85%
BCA
693
Bray Capital Advisors
Florida
$60K – – –
FEG
694
Financial Enhancement Group
Indiana
$59K +$15.2K +582 +36%
FHB
695
First Hawaiian Bank
Hawaii
$56K +$54.9K +2,100 New
BWM
696
Baystate Wealth Management
Massachusetts
$53K – – –
AWM
697
Aevitas Wealth Management
Massachusetts
$53K +$31.4K +1,200 +154%
PCM
698
Peak Capital Management
Colorado
$52K -$65.9K -2,520 -55%
IFA
699
Interactive Financial Advisors
Illinois
$52K +$11.3K +432 +29%
VIA
700
Vantage Investment Advisors
Pennsylvania
$50K -$111K -4,242 -70%