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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Aprio Wealth Management
Georgia
$916K +$112K +2,790 +12%
IWA
852
Icon Wealth Advisors
Texas
$913K +$1.03M +25,596 New
SFA
853
Sequoia Financial Advisors
Ohio
$911K -$6.51K -162 -0.6%
PFA
854
Pinnacle Family Advisors
Missouri
$910K +$1.03M +25,506 New
KWM
855
Kaydan Wealth Management
Michigan
$901K -$33K -822 -3%
TFS
856
Thoroughbred Financial Services
Tennessee
$899K +$34.7K +864 +4%
PA
857
Pinnacle Associates
New York
$898K +$18.8K +468 +2%
CTA
858
Colonial Trust Advisors
South Carolina
$895K -$20K -498 -2%
MIM
859
Marco Investment Management
Georgia
$893K – – –
JWM
860
Jeppson Wealth Management
California
$891K +$7.96K +198 +0.8%
MA
861
Montag & Associates
Georgia
$890K +$110K +2,736 +12%
WA
862
WESPAC Advisors
California
$885K -$94.3K -2,346 -9%
NHC
863
Nicholas Hoffman & Company
Georgia
$885K – – –
HFS
864
Heritage Financial Services
Massachusetts
$884K – – –
OA
865
Operose Advisors
Wisconsin
$881K – – –
CAMG
866
CWA Asset Management Group
Florida
$881K +$603K +15,000 +155%
RFA
867
RTD Financial Advisors
Pennsylvania
$866K – – –
SCA
868
Southern Capital Advisors
Tennessee
$853K +$1.69K +42 +0.2%
HFS
869
Horizon Financial Services
North Carolina
$851K -$335K -8,346 -26%
VFPW
870
Vantage Financial Partners (Wisconsin)
Wisconsin
$849K -$13.3K -330 -1%
MJRIC
871
Mogy Joel R Investment Counsel
California
$847K -$22.9K -570 -2%
SC
872
Stephens Consulting
Michigan
$832K – – –
ML
873
McAdam LLC
Pennsylvania
$830K -$1.69K -42 -0.2%
GLA
874
Good Life Advisors
Pennsylvania
$830K +$15.2K +378 +2%
VFA
875
Valeo Financial Advisors
Indiana
$826K -$311K -7,746 -25%