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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
801
LPWM LLC
Minnesota
$800K
SWM
802
Soundmark Wealth Management
Washington
$797K +$753K +18,870 New
JWCA
803
J.W. Coons Advisors
Ohio
$790K -$29K -726 -4%
HSA
804
HBK Sorce Advisory
Pennsylvania
$786K +$8.62K +216 +1%
CIA
805
Capital Investment Advisors
Georgia
$783K -$96.5K -2,418 -12%
IF
806
IRON Financial
Illinois
$783K +$10.8K +270 +1%
WFA
807
West Financial Advisors
Iowa
$779K +$736K +18,444 New
ANTB
808
AMG National Trust Bank
Colorado
$778K +$234K +5,850 +47%
ACI
809
Alpha Cubed Investments
California
$776K +$10.8K +270 +1%
ST
810
Smithfield Trust
Pennsylvania
$774K
EFS
811
Essex Financial Services
Connecticut
$774K +$104K +2,598 +17%
FIM
812
Freedom Investment Management
Connecticut
$772K -$63.2K -1,584 -8%
CAG
813
Crestwood Advisors Group
Massachusetts
$770K -$28.7K -720 -4%
IFG
814
Investors Financial Group
Minnesota
$767K +$394K +9,864 +119%
MFA
815
Mayflower Financial Advisors
Massachusetts
$766K +$724K +18,138 New
FFW
816
Fusion Family Wealth
New York
$761K
Deutsche Bank
817
Deutsche Bank
Germany
$750K +$124K +3,114 +21%
FFA
818
First Foundation Advisors
California
$749K +$12K +300 +2%
TCM
819
Tandem Capital Management
New Jersey
$749K +$15.8K +396 +2%
GWM
820
Greenhouse Wealth Management
Connecticut
$748K +$707K +17,724 New
CFN
821
Cordasco Financial Network
Florida
$742K -$287K -7,200 -29%
WFPG
822
Waller Financial Planning Group
Ohio
$742K -$85.3K -2,136 -11%
Renaissance Technologies
823
Renaissance Technologies
New York
$735K -$2.18M -54,600 -76%
RWM
824
Ritholtz Wealth Management
New York
$730K
PSUF
825
People's United Financial
Connecticut
$728K -$12.9K -324 -2%