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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SigFig Wealth Management
California
$817K +$352K +7,752 +83%
MFW
852
Meristem Family Wealth
Minnesota
$814K – – –
RMDI
853
R.M. Davis Inc
Maine
$814K – – –
JWCA
854
J.W. Coons Advisors
Ohio
$813K -$43K -948 -5%
KFS
855
Kelly Financial Services
Massachusetts
$810K +$717K +15,798 +1,379%
9WM
856
9258 Wealth Management
Ohio
$809K – – –
FPW
857
Flagship Private Wealth
Massachusetts
$805K +$40.9K +900 +6%
Chevy Chase Trust
858
Chevy Chase Trust
Maryland
$803K +$192K +4,230 +34%
WAOI
859
Wealth Advisors of Iowa
Iowa
$802K +$1.09K +24 +0.1%
HCM
860
Hengehold Capital Management
Ohio
$800K +$86.1K +1,896 +13%
TIA
861
Traphagen Investment Advisors
New Jersey
$790K +$28.3K +624 +4%
VFA
862
Valeo Financial Advisors
Indiana
$788K +$60.5K +1,332 +9%
CP
863
Capital Planning
Washington
$786K +$275K +6,066 +59%
LWA
864
Lenox Wealth Advisors
New York
$782K – – –
DWP
865
Destiny Wealth Partners
Florida
$781K -$254K -5,604 -26%
BTW
866
Boston Trust Walden
Massachusetts
$777K +$445K +9,804 +152%
MA
867
Montag & Associates
Georgia
$767K – – –
AF
868
Apexium Financial
Texas
$761K – – –
CIA
869
Compass Ion Advisors
Pennsylvania
$757K -$31.3K -690 -4%
AWP
870
Abacus Wealth Partners
California
$755K +$3K +66 +0.4%
MWM
871
Madison Wealth Management
Ohio
$750K -$13.6K -300 -2%
VNA
872
Valley National Advisers
Pennsylvania
$742K +$13.6K +300 +2%
EW
873
Evoke Wealth
California
$741K +$248K +5,454 +54%
EE
874
EWG Elevate
California
$740K +$2.72K +60 +0.4%
Amundi
875
Amundi
France
$737K +$700K +15,408 New