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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
926
Patten & Patten
Tennessee
$497K +$469K +11,760 New
Millennium Management
927
Millennium Management
New York
$495K -$2.77M -69,504 -86%
RWA
928
Ropes Wealth Advisors
Massachusetts
$495K +$294K +7,362 +169%
CIAS
929
Capital Investment Advisory Services
North Carolina
$493K -$14.4K -360 -3%
AGA
930
Arkos Global Advisors
Texas
$493K
MFS
931
McNamara Financial Services
Massachusetts
$493K
TAM
932
Townsend Asset Management
North Carolina
$492K +$6.23K +156 +1%
CBT
933
Capital Bank & Trust
California
$492K +$238K +5,964 +105%
FG
934
Fiduciary Group
Georgia
$491K -$4.55K -114 -1%
EP
935
Eudaimonia Partners
Tennessee
$490K +$11.3K +282 +2%
AAS
936
Annex Advisory Services
Wisconsin
$487K
ML
937
McAdam LLC
Pennsylvania
$486K -$240K -6,006 -34%
KWMG
938
King Wealth Management Group
Florida
$485K +$12K +300 +3%
PCM
939
Pointe Capital Management
Michigan
$484K +$458K +11,472 New
RF
940
RHS Financial
California
$483K -$182K -4,554 -28%
LW
941
Linscomb Wealth
Texas
$481K -$3.35K -84 -0.7%
HWM
942
Hemington Wealth Management
Virginia
$477K +$451K +11,292 New
WDG
943
Wealth Dimensions Group
Ohio
$477K +$451K +11,298 New
HAC
944
Harbor Advisory Corp
New Hampshire
$477K +$451K +11,304 New
RWA
945
Redhawk Wealth Advisors
Minnesota
$475K +$449K +11,250 New
MWM
946
Maltin Wealth Management
New Jersey
$473K +$718 +18 +0.2%
FWIA
947
Fort Washington Investment Advisors
Ohio
$470K +$9.58K +240 +2%
FFWA
948
FRG Family Wealth Advisors
Washington
$465K
LWM
949
Lyell Wealth Management
California
$464K -$156K -3,900 -26%
CCMD
950
Cypress Capital Management (Delaware)
Delaware
$463K