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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
676
O'Brien Wealth Partners
Massachusetts
$4.19M +$1.3M +26,946 +50%
BWM
677
Birchcreek Wealth Management
Ohio
$4.18M -$22.3K -462 -0.6%
DSCM
678
Del-Sette Capital Management
New York
$4.18M -$170K -3,528 -4%
CRC
679
Curi RMB Capital
Illinois
$4.17M +$6.66K +138 +0.2%
BC
680
Barrett & Company
Rhode Island
$4.17M -$173K -3,588 -4%
WCM
681
Winthrop Capital Management
Indiana
$4.15M +$3.87M +80,124 New
RPGK
682
Retirement Planning Group (Kansas)
Kansas
$4.14M +$2.07M +42,966 +117%
IFWM
683
Institute for Wealth Management
Colorado
$4.12M -$99.9K -2,070 -3%
BMCM
684
Bryn Mawr Capital Management
Pennsylvania
$4.1M -$18K -372 -0.5%
SWA
685
Sightline Wealth Advisors
Connecticut
$4.09M +$752K +15,570 +25%
VFA
686
Valeo Financial Advisors
Indiana
$4.09M -$110K -2,274 -3%
SFPM
687
Sensible Financial Planning & Management
Massachusetts
$4.06M +$3.77K +78 +0.1%
EWA
688
Emergent Wealth Advisors
New York
$4.06M +$3.78M +78,402 New
GWSG
689
GPS Wealth Strategies Group
Colorado
$4.05M +$283K +5,856 +8%
FC
690
Forte Capital
New York
$4.04M -$59.4K -1,230 -2%
KFA
691
Kelleher Financial Advisors
New York
$4.02M +$232K +4,800 +7%
IF
692
Intrua Financial
Texas
$4.02M -$103K -2,142 -3%
GJIA
693
Glass Jacobson Investment Advisors
Maryland
$4M -$20.3K -420 -0.5%
PHWM
694
Pine Harbor Wealth Management
Maryland
$3.96M +$3.69M +76,458 New
KL
695
KWMG LLC
Kansas
$3.94M -$184K -3,816 -5%
CIA
696
Choate Investment Advisors
Massachusetts
$3.91M -$373K -7,734 -9%
GLA
697
Great Lakes Advisors
Illinois
$3.91M +$60.8K +1,260 +2%
HIA
698
HTG Investment Advisors
Connecticut
$3.88M +$294K +6,090 +9%
MBI
699
May Barnhard Investments
Maryland
$3.87M +$3.61M +74,772 New
RWM
700
Ritholtz Wealth Management
New York
$3.86M +$341K +7,062 +10%