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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
726
Capital Asset Advisory Services
Michigan
$1.25M -$121K -2,670 -9%
WFA
727
Wipfli Financial Advisors
Wisconsin
$1.23M -$19.1K -420 -2%
SCM
728
SCS Capital Management
Massachusetts
$1.23M -$211K -4,638 -15%
AIM
729
Axiom Investment Management
New York
$1.23M -$126K -2,772 -10%
IWP
730
Icon Wealth Partners
Texas
$1.22M
GLA
731
Good Life Advisors
Pennsylvania
$1.22M -$473K -10,410 -29%
WW
732
Waterfront Wealth
Kansas
$1.21M +$289K +6,372 +34%
PFG
733
Pacific Financial Group
Washington
$1.2M -$322K -7,092 -22%
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M -$1.91K -42 -0.2%
CDIA
735
Capital Directions Investment Advisors
Georgia
$1.2M +$1.14M +25,044 New
NHC
736
Nicholas Hoffman & Company
Georgia
$1.19M
WP
737
WMS Partners
Maryland
$1.19M +$1.13M +24,816 New
JWM
738
Jeppson Wealth Management
California
$1.18M -$7.36K -162 -0.6%
PA
739
Pinnacle Associates
New York
$1.18M +$72.2K +1,590 +7%
BZWA
740
Blue Zone Wealth Advisors
California
$1.17M
LSAG
741
Lake Street Advisors Group
New Hampshire
$1.17M +$208K +4,578 +24%
AWM
742
Aprio Wealth Management
Georgia
$1.17M +$1.11M +24,444 New
SWM
743
SeaCrest Wealth Management
New York
$1.16M +$340K +7,494 +44%
TLCM
744
Twin Lakes Capital Management
California
$1.16M -$22.9K -504 -2%
CWM
745
Centric Wealth Management
Illinois
$1.16M
3F
746
360 Financial
Minnesota
$1.15M +$8.45K +186 +0.8%
FFW
747
Fusion Family Wealth
New York
$1.14M +$42.5K +936 +4%
FNBT
748
FineMark National Bank & Trust
Florida
$1.14M -$76.8K -1,692 -7%
SFA
749
Sequoia Financial Advisors
Ohio
$1.13M +$298K +6,558 +39%
BCI
750
Brinker Capital Investments
Pennsylvania
$1.12M -$784K -17,268 -42%