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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
926
Houlihan Financial Resource Group
Virginia
$4.67M -$22.8K -271 -0.5%
FGA
927
Fortis Group Advisors
New Jersey
$4.66M -$22.8M -270,651 -83%
TWM
928
Tradition Wealth Management
Minnesota
$4.65M -$331K -3,938 -7%
CSPIA
929
Cary Street Partners Investment Advisory
Virginia
$4.63M +$1.12M +13,336 +33%
GFPC
930
Global Financial Private Client
Florida
$4.62M -$589 -7 -0%
RIS
931
Richmond Investment Services
Wisconsin
$4.62M -$9.75M -115,887 -68%
WF
932
WoodTrust Financial
Wisconsin
$4.62M -$5.38K -64 -0.1%
KWM
933
Kaydan Wealth Management
Michigan
$4.61M +$25K +297 +0.6%
KIA
934
KCM Investment Advisors
California
$4.61M -$446K -5,301 -9%
SVWAG
935
Sound View Wealth Advisors Group
Georgia
$4.59M -$10.3K -122 -0.2%
AAMC
936
Asset Allocation & Management Company
Illinois
$4.58M -$856K -10,172 -16%
VW
937
Veridan Wealth
Oregon
$4.58M -$165K -1,960 -4%
EAN
938
Excelsior Advisor Network
Colorado
$4.58M +$387K +4,595 +9%
SAM
939
Smartleaf Asset Management
Massachusetts
$4.58M -$22.7M -269,780 -83%
CFFP
940
Center for Financial Planning
Michigan
$4.57M -$32.4K -385 -0.7%
TFS
941
Thoroughbred Financial Services
Tennessee
$4.57M +$239K +2,836 +6%
TFA
942
Transamerica Financial Advisors
Florida
$4.56M +$1.35M +16,002 +43%
GIA
943
GHP Investment Advisors
Colorado
$4.55M -$12.9K -153 -0.3%
PA
944
Pinnacle Associates
New York
$4.54M +$2.61K +31 +0.1%
DWM
945
Diversify Wealth Management
Utah
$4.52M -$22M -262,048 -83%
DAS
946
Diversify Advisory Services
Utah
$4.52M +$4.56M +54,212 New
GJIA
947
Glass Jacobson Investment Advisors
Maryland
$4.51M -$293K -3,480 -6%
OWG
948
Oxford Wealth Group
Florida
$4.51M +$541K +6,434 +14%
SFPG
949
Stonebridge Financial Planning Group
Florida
$4.46M +$156K +1,856 +4%
AFG
950
Allegheny Financial Group
Pennsylvania
$4.46M +$318K +3,785 +8%