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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
776
Prospera Financial Services
Texas
$602K -$1.91M -51,822 -77%
LWS
777
Lucia Wealth Services
California
$600K -$133K -3,612 -19%
CWC
778
Carolinas Wealth Consulting
North Carolina
$597K -$611K -16,548 -51%
EFS
779
Essex Financial Services
Connecticut
$597K -$43.2K -1,170 -7%
SFA
780
Sequoia Financial Advisors
Ohio
$597K +$9.75K +264 +2%
AWA
781
ARQ Wealth Advisors
Arizona
$595K -$20.2K -546 -3%
WAOI
782
Wealth Advisors of Iowa
Iowa
$594K +$1.11K +30 +0.2%
SWA
783
Stratos Wealth Advisors
Ohio
$592K +$20.4K +552 +4%
HL
784
HeadInvest LLC
Maine
$591K -$111K -3,000 -16%
WA
785
WESPAC Advisors
California
$586K +$31K +840 +6%
SFS
786
Summit Financial Strategies
Ohio
$585K -$33K -894 -5%
SSWM
787
Smith Salley Wealth Management
North Carolina
$583K -$21K -570 -4%
WA
788
Wealth Alliance
New York
$581K -$25.5K -690 -4%
FHC
789
First Horizon Corporation
Tennessee
$579K +$564K +15,276 New
DJSG
790
D.J. St. Germain
Massachusetts
$578K -$50.1K -1,356 -8%
VNA
791
Valley National Advisers
Pennsylvania
$577K +$21.7K +588 +4%
AFA
792
Atlanta Financial Associates
Georgia
$575K +$560K +15,168 New
ACM
793
Allred Capital Management
Texas
$570K +$443 +12 +0.1%
CBN
794
Cadence Bank NA
Texas
$567K
LWM
795
Lyell Wealth Management
California
$565K +$263K +7,116 +92%
VWA
796
Visionary Wealth Advisors
Illinois
$563K +$148K +4,020 +37%
SWM
797
SeaCrest Wealth Management
New York
$560K -$1.1M -29,928 -67%
TWM
798
Tanglewood Wealth Management
Texas
$559K -$41.4K -1,122 -7%
FWM
799
Focused Wealth Management
New York
$559K
Deutsche Bank
800
Deutsche Bank
Germany
$556K