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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Moulton Wealth Management
Washington
$3.48M +$27K +402 +0.8%
SFWC
902
Strategic Family Wealth Counselors
New Jersey
$3.47M +$69.3K +1,032 +2%
SAM
903
Smartleaf Asset Management
Massachusetts
$3.46M +$751K +11,172 +29%
1WM
904
1900 Wealth Management
Texas
$3.45M +$32.6K +486 +1%
RW
905
RVW Wealth
California
$3.45M -$21K -312 -0.6%
IAN
906
Integrated Advisors Network
Texas
$3.44M -$91.9K -1,368 -3%
DFCM
907
Dark Forest Capital Management
Puerto Rico
$3.44M +$1.04M +15,552 +45%
CFFP
908
Center for Financial Planning
Michigan
$3.42M +$6.45K +96 +0.2%
FA
909
Financial Alternatives
California
$3.42M -$6.45K -96 -0.2%
EI
910
Ellevest Inc
New York
$3.41M -$22.6K -336 -0.7%
GAM
911
Grandview Asset Management
Pennsylvania
$3.4M +$3.33M +49,632 New
MWP
912
Madison Wealth Partners
Wisconsin
$3.39M -$21.4K -318 -0.6%
WTC
913
WhitTier Trust Company
Nevada
$3.38M +$28.2K +420 +0.9%
FPCG
914
Forum Private Client Group
Indiana
$3.37M -$81K -1,206 -2%
SAM
915
Synergy Asset Management
Washington
$3.37M +$1.76M +26,250 +107%
OWA
916
Outlook Wealth Advisors
Texas
$3.36M +$171K +2,544 +5%
KWA
917
Kingswood Wealth Advisors
California
$3.34M +$1.13M +16,764 +52%
NP
918
NorthRock Partners
Minnesota
$3.33M -$243K -3,624 -7%
AWM
919
Accurate Wealth Management
Florida
$3.32M -$101K -1,500 -3%
KWM
920
Keebeck Wealth Management
Illinois
$3.31M +$171K +2,538 +6%
CIA
921
Covington Investment Advisors
Pennsylvania
$3.31M +$61.7K +918 +2%
ATS
922
Ashton Thomas Securities
New York
$3.31M -$261K -3,882 -7%
RFG
923
RFP Financial Group
Georgia
$3.31M -$3.39M -50,388 -51%
PTP
924
Platform Technology Partners
New York
$3.29M +$692K +10,308 +27%
AR
925
Apeiron RIA
Texas
$3.28M -$162K -2,412 -5%