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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
701
Summit Financial Strategies
Ohio
$257K
BFG
702
Bouchey Financial Group
New York
$257K +$14.4K +582 +6%
AIM
703
Anchor Investment Management
South Carolina
$256K -$2.96K -120 -1%
ODIJL
704
One Day In July LLC
Vermont
$251K
CCM
705
Colorado Capital Management
Colorado
$249K
BWA
706
BDO Wealth Advisors
Florida
$248K +$16.7K +678 +8%
Rockefeller Capital Management
707
Rockefeller Capital Management
New York
$246K +$233K +9,444 New
WCM
708
WealthBridge Capital Management
Ohio
$245K +$41.6K +1,686 +23%
PWW
709
Pettyjohn Wood & White
Virginia
$243K
BHIA
710
Birch Hill Investment Advisors
Massachusetts
$242K +$230K +9,300 New
SWA
711
SFMG Wealth Advisors
Texas
$241K -$5.33K -216 -2%
CG
712
CFO4Life Group
Texas
$241K
EFS
713
Essex Financial Services
Connecticut
$239K -$174K -7,032 -43%
VWM
714
Valley Wealth Managers
New Jersey
$238K +$225K +9,114 New
BEAM
715
Baker Ellis Asset Management
Washington
$235K -$29.6K -1,200 -12%
FBFS
716
First Business Financial Services
Wisconsin
$235K
CAMG
717
CWA Asset Management Group
Florida
$233K -$107K -4,332 -33%
AWE
718
Avidian Wealth Enterprises
Texas
$233K
V
719
Veritable
Delaware
$233K +$220K +8,934 New
GWAG
720
Garrett Wealth Advisory Group
Texas
$230K +$217K +8,796 New
WSFS
721
Wilmington Savings Fund Society
Delaware
$227K +$215K +8,724 New
MLFP
722
MPS Loria Financial Planners
Illinois
$226K -$23.2K -942 -10%
HA
723
Harborview Advisors
Maine
$226K +$214K +8,688 New
CM
724
Capital Management
Virginia
$224K +$212K +8,598 New
UWPG
725
Ullmann Wealth Partners Group
Florida
$222K +$211K +8,532 New