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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Merriman Wealth Management
Washington
$657K -$2.78M -61,236 -82%
DT
902
Diversified Trust
Tennessee
$657K – – –
KMWM
903
Keudell/Morrison Wealth Management
Oregon
$655K -$25.3K -558 -4%
AIC
904
Archer Investment Corporation
Indiana
$654K +$165K +3,642 +36%
PFG
905
PAX Financial Group
Texas
$649K +$3.27K +72 +0.5%
CA
906
Claro Advisors
Massachusetts
$646K – – –
RWM
907
Ritholtz Wealth Management
New York
$644K +$27.2K +600 +5%
LFA
908
Legend Financial Advisors
Pennsylvania
$642K +$609K +13,422 New
WTFG
909
Wells Trecaso Financial Group
Ohio
$641K – – –
OBWP
910
O'Brien Wealth Partners
Massachusetts
$638K -$1.91K -42 -0.3%
BA
911
Ballast Advisors
Minnesota
$637K -$21.8K -480 -3%
ML
912
McAdam LLC
Pennsylvania
$636K +$89.4K +1,968 +18%
CIA
913
Cohen Investment Advisors
New Hampshire
$634K -$50.1K -1,104 -8%
AA
914
Ancora Advisors
Ohio
$633K -$56.4K -1,242 -9%
SIM
915
Sonora Investment Management
Arizona
$633K -$12K -264 -2%
WA
916
WBH Advisory
Maryland
$633K +$40.9K +900 +8%
AWCI
917
Alpine Woods Capital Investors
New York
$631K – – –
OPA
918
Old Port Advisors
Maine
$627K +$177K +3,894 +44%
TA
919
TruWealth Advisors
Louisiana
$626K -$8.17K -180 -1%
LSA
920
L & S Advisors
California
$626K – – –
HIS
921
Horizon Investment Services
Indiana
$626K +$81.7K +1,800 +16%
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$122K +2,676 +26%
CCM
923
Carlson Capital Management
Minnesota
$619K -$129K -2,844 -18%
TAM
924
Townsend Asset Management
North Carolina
$618K +$67.6K +1,488 +13%
FFA
925
Founders Financial Alliance
North Carolina
$618K +$187K +4,110 +47%