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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$219M +$26.1M +420,744 +14%
MG
52
Mather Group
Illinois
$219M -$8.78M -141,612 -4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$205M +$2.16M +34,836 +1%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$205M +$135M +2,185,386 +216%
UCFA
55
United Capital Financial Advisors
Texas
$204M -$341K -5,502 -0.2%
MFG
56
Merit Financial Group
Georgia
$204M -$36.3M -585,606 -16%
AssetMark Inc
57
AssetMark Inc
California
$203M -$1.22M -19,722 -0.6%
RIA
58
Retirement Investment Advisors
Oklahoma
$189M +$2.88M +46,458 +2%
GC
59
Garde Capital
Washington
$186M -$1.45M -23,442 -0.8%
WPW
60
Waldron Private Wealth
Pennsylvania
$180M +$7.81M +125,958 +5%
Citigroup
61
Citigroup
New York
$180M +$24.8M +400,794 +17%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$174M +$44.6K +720 +0%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$164M -$2.23M -35,970 -1%
Two Sigma Investments
64
Two Sigma Investments
New York
$162M +$7.07M +114,000 +5%
TI
65
Truepoint Inc
Ohio
$162M -$4M -64,506 -2%
KAS
66
Kestra Advisory Services
Texas
$159M -$14.1M -226,860 -8%
PAG
67
Private Advisor Group
New Jersey
$158M +$667K +10,758 +0.4%
WIC
68
Woodmont Investment Counsel
Tennessee
$155M +$3.05M +49,248 +2%
BCM
69
Brookstone Capital Management
Illinois
$151M -$1.43M -23,082 -1%
NA
70
NewEdge Advisors
Louisiana
$151M +$7.49M +120,786 +5%
IPW
71
Invictus Private Wealth
Colorado
$149M +$1.75M +28,266 +1%
BFPW
72
BOK Financial Private Wealth
Colorado
$148M +$9.11M +146,976 +7%
SAF
73
Smith Anglin Financial
Texas
$139M +$134M +2,163,498 +49,395%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$135M -$1.55M -24,936 -1%
WANY
75
Wealthspire Advisors (New York)
New York
$133M +$8.58M +138,438 +7%