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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
801
Lake Street Advisors Group
New Hampshire
$803K – – –
LL
802
LPWM LLC
Minnesota
$800K – – –
SWM
803
Soundmark Wealth Management
Washington
$797K +$753K +18,870 New
JWCA
804
J.W. Coons Advisors
Ohio
$790K -$29K -726 -4%
HSA
805
HBK Sorce Advisory
Pennsylvania
$786K +$8.62K +216 +1%
CIA
806
Capital Investment Advisors
Georgia
$783K -$96.5K -2,418 -12%
IF
807
IRON Financial
Illinois
$783K +$10.8K +270 +1%
WFA
808
West Financial Advisors
Iowa
$779K +$736K +18,444 New
ANTB
809
AMG National Trust Bank
Colorado
$778K +$234K +5,850 +47%
ACI
810
Alpha Cubed Investments
California
$776K +$10.8K +270 +1%
ST
811
Smithfield Trust
Pennsylvania
$774K – – –
EFS
812
Essex Financial Services
Connecticut
$774K +$104K +2,598 +17%
FIM
813
Freedom Investment Management
Connecticut
$772K -$63.2K -1,584 -8%
CAG
814
Crestwood Advisors Group
Massachusetts
$770K -$28.7K -720 -4%
IFG
815
Investors Financial Group
Minnesota
$767K +$394K +9,864 +119%
MFA
816
Mayflower Financial Advisors
Massachusetts
$766K +$724K +18,138 New
FFW
817
Fusion Family Wealth
New York
$761K – – –
Deutsche Bank
818
Deutsche Bank
Germany
$750K +$124K +3,114 +21%
FFA
819
First Foundation Advisors
California
$749K +$12K +300 +2%
TCM
820
Tandem Capital Management
New Jersey
$749K +$15.8K +396 +2%
GWM
821
Greenhouse Wealth Management
Connecticut
$748K +$707K +17,724 New
CFN
822
Cordasco Financial Network
Florida
$742K -$287K -7,200 -29%
WFPG
823
Waller Financial Planning Group
Ohio
$742K -$85.3K -2,136 -11%
Renaissance Technologies
824
Renaissance Technologies
New York
$735K -$2.18M -54,600 -76%
RWM
825
Ritholtz Wealth Management
New York
$730K – – –