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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
926
Red Door Wealth Management
Tennessee
$181K
CB
927
Community Bank
New York
$179K +$73.7K +2,460 +56%
BMM
928
Berkshire Money Management
Massachusetts
$178K -$14.6M -486,354 -99%
BWM
929
BerganKDV Wealth Management
Minnesota
$175K
PAA
930
Peregrine Asset Advisers
Oregon
$174K -$7.01K -234 -3%
BBA
931
Braun-Bostich & Associates
Pennsylvania
$167K
SWM
932
Sugarloaf Wealth Management
Georgia
$167K
ACM
933
AUA Capital Management
Pennsylvania
$158K +$181K +6,036 New
WQ
934
Wealth Quarterback
New Jersey
$157K -$87K -2,904 -33%
RWA
935
Ropes Wealth Advisors
Massachusetts
$155K
Kayne Anderson Rudnick Investment Management
936
Kayne Anderson Rudnick Investment Management
California
$154K
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$154K +$25.2K +840 +17%
MWM
938
MBE Wealth Management
Wisconsin
$153K +$176K +5,868 New
KPCM
939
Kings Point Capital Management
New York
$149K
OSAM
940
O'Shaughnessy Asset Management
Connecticut
$149K +$171K +5,700 New
HGWM
941
Harvest Group Wealth Management
Massachusetts
$143K
VCP
942
Verus Capital Partners
Arizona
$141K -$18K -600 -10%
KFI
943
Key Financial Inc
Pennsylvania
$140K +$158K +5,286 New
SFG
944
Sowa Financial Group
Rhode Island
$131K
GSWM
945
Golden State Wealth Management
California
$130K +$149K +4,986 New
TC
946
Truvestments Capital
Florida
$122K -$6.47M -215,988 -98%
JPLA
947
Joseph P. Lucia & Associates
New York
$122K -$26.6K -888 -16%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$122K
ADL
949
Asset Dedication LLC
California
$121K -$8.8K -294 -6%
PP
950
Pacifica Partners
Canada
$119K +$8.8K +294 +7%