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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WealthShield Partners
North Carolina
$6.54M -$103K -1,530 -2%
FA
677
FDx Advisors
Illinois
$6.54M -$963K -14,334 -13%
TVWM
678
Tower View Wealth Management
Wisconsin
$6.5M +$378K +5,634 +6%
MPW
679
MA Private Wealth
California
$6.49M -$20.2K -300 -0.3%
CA
680
Cumberland Advisors
Florida
$6.41M +$280K +4,170 +5%
AIP
681
Alexis Investment Partners
Texas
$6.4M +$6.22M +92,640 New
FFA
682
Farther Finance Advisors
California
$6.39M +$325K +4,842 +5%
Empower Advisory Group
683
Empower Advisory Group
Colorado
$6.36M +$813K +12,096 +15%
ZB
684
Zions Bancorporation
Utah
$6.29M +$1.42M +21,156 +30%
ECG
685
Edge Capital Group
Georgia
$6.26M +$12.9K +192 +0.2%
AA
686
Advisory Alpha
Michigan
$6.25M -$372K -5,544 -6%
IWC
687
Infinity Wealth Counsel
Ohio
$6.23M +$6.12M +91,044 New
CB
688
Chris Bulman
California
$6.22M +$119K +1,764 +2%
HIA
689
HTG Investment Advisors
Connecticut
$6.2M +$296K +4,410 +5%
CPA
690
Capital Planning Advisors
California
$6.19M -$278K -4,134 -4%
RFS
691
Richardson Financial Services
Massachusetts
$6.19M -$2.09M -31,134 -26%
BBHC
692
Brown Brothers Harriman & Co
New York
$6.17M +$112K +1,668 +2%
HP
693
Holistic Planning
Texas
$6.1M +$376K +5,598 +7%
CIC
694
Carnegie Investment Counsel
Ohio
$6.03M +$63.7K +948 +1%
LFAS
695
Level Four Advisory Services
Texas
$6.03M -$1.06M -15,750 -15%
CPW
696
Catalyst Private Wealth
California
$6.03M -$61.7K -918 -1%
TCMP
697
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.02M +$2.62M +39,018 +80%
IA
698
Insight Advisors
Pennsylvania
$6.01M -$478K -7,116 -8%
CK
699
Cohen Klingenstein
New York
$6.01M +$48.4K +720 +0.8%
HNWAG
700
High Net Worth Advisory Group
Florida
$5.92M +$214K +3,192 +4%