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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
726
Wilmington Savings Fund Society
Delaware
$227K +$215K +8,724 New
MLFP
727
MPS Loria Financial Planners
Illinois
$226K -$23.2K -942 -10%
HA
728
Harborview Advisors
Maine
$226K +$214K +8,688 New
CM
729
Capital Management
Virginia
$224K +$212K +8,598 New
UWPG
730
Ullmann Wealth Partners Group
Florida
$222K +$211K +8,532 New
BFIM
731
Beese Fulmer Investment Management
Ohio
$218K +$206K +8,358 New
TFS
732
Thoroughbred Financial Services
Tennessee
$218K +$206K +8,364 New
LPT
733
Legacy Private Trust
Wisconsin
$217K -$23.7K -960 -10%
TW
734
TrinityPoint Wealth
Connecticut
$214K +$203K +8,226 New
RA
735
RFG Advisory
Alabama
$211K +$200K +8,100 New
AMCA
736
Arthur M. Cohen & Associates
Illinois
$211K +$200K +8,106 New
AIP
737
Almanack Investment Partners
Pennsylvania
$209K -$16.3K -660 -8%
SL
738
Salomon & Ludwin
Virginia
$209K – – –
RCM
739
RNC Capital Management
California
$209K +$198K +8,028 New
WOC
740
West Oak Capital
California
$208K – – –
RMDI
741
R.M. Davis Inc
Maine
$208K +$196K +7,962 New
SFP
742
Shepherd Financial Partners
Massachusetts
$208K +$197K +7,992 New
RC
743
RegentAtlantic Capital
New Jersey
$206K +$195K +7,890 New
DA
744
Doliver Advisors
Texas
$206K +$195K +7,896 New
PCP
745
Proficio Capital Partners
Massachusetts
$205K +$194K +7,878 New
SFS
746
Strategic Financial Services
New York
$205K +$194K +7,878 New
DP
747
DDD Partners
Washington
$203K -$162K -6,570 -46%
SIAP
748
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$203K – – –
BWCS
749
Beirne Wealth Consulting Services
Connecticut
$202K +$191K +7,734 New
WIA
750
Wealthstreet Investment Advisors
Texas
$202K +$191K +7,752 New