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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$7.39M -$284K -3,373 -4%
SSW
752
Stone Summit Wealth
Florida
$7.39M -$181K -2,146 -2%
PTP
753
Platform Technology Partners
New York
$7.37M +$703K +8,353 +11%
VC
754
Vicus Capital
Pennsylvania
$7.36M -$843K -10,017 -10%
MBI
755
May Barnhard Investments
Maryland
$7.33M +$527K +6,268 +8%
NA
756
Nestegg Advisors
New York
$7.32M +$625K +7,426 +10%
HSA
757
HBK Sorce Advisory
Pennsylvania
$7.29M -$35M -416,308 -84%
SMC
758
Smith, Moore & Co
Missouri
$7.27M +$145K +1,718 +2%
TI
759
Tidal Investments
Wisconsin
$7.24M +$2.92M +34,721 +70%
YWM
760
Yoder Wealth Management
California
$7.23M -$734K -8,720 -9%
IA
761
Insight Advisors
Pennsylvania
$7.2M -$70.1K -833 -1%
JBW
762
Journey Beyond Wealth
Georgia
$7.19M -$60.2K -716 -0.9%
CPA
763
Compass Planning Associates
Massachusetts
$7.18M +$2.59M +30,740 +58%
RFS
764
Richardson Financial Services
Massachusetts
$7.16M -$15.4K -183 -0.2%
AA
765
Advisory Alpha
Michigan
$7.16M -$259K -3,083 -4%
WCM
766
Winthrop Capital Management
Indiana
$7.15M -$191K -2,267 -3%
NSAM
767
North Star Asset Management
Wisconsin
$7.06M -$77.3K -919 -1%
BBHC
768
Brown Brothers Harriman & Co
New York
$7.03M – – –
PS
769
Principal Securities
Iowa
$7.03M +$2.98M +35,395 +77%
Empower Advisory Group
770
Empower Advisory Group
Colorado
$7.01M +$287K +3,405 +4%
CSB
771
City State Bank
Iowa
$6.92M +$390K +4,632 +6%
FFN
772
Focus Financial Network
Minnesota
$6.88M +$206K +2,453 +3%
Squarepoint
773
Squarepoint
New York
$6.87M -$1.98M -23,517 -23%
MF
774
Manuka Financial
Virginia
$6.86M +$121K +1,436 +2%
SWM
775
Sendero Wealth Management
Texas
$6.82M +$593K +7,049 +10%