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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
926
Kelleher Financial Advisors
New York
$753K +$184K +4,476 +28%
SWP
927
Strategic Wealth Partners
Ohio
$749K +$650K +15,822 +365%
ATPW
928
Ashton Thomas Private Wealth
Arizona
$746K +$24.9K +606 +3%
CWM
929
Circle Wealth Management
New Jersey
$746K
EWM
930
EPG Wealth Management
Georgia
$742K -$41.7K -1,014 -5%
Kayne Anderson Rudnick Investment Management
931
Kayne Anderson Rudnick Investment Management
California
$741K
OWA
932
One Wealth Advisors
California
$740K +$220K +5,352 +37%
PAMG
933
Patton Albertson Miller Group
Tennessee
$739K -$117K -2,850 -13%
EP
934
Eudaimonia Partners
Tennessee
$735K -$174K -4,230 -18%
NAG
935
Northstar Advisory Group
New Jersey
$733K +$8.63K +210 +1%
EIA
936
Eldridge Investment Advisors
New Hampshire
$730K
DT
937
Diversified Trust
Tennessee
$726K
DI
938
DFPG Investments
Utah
$725K +$6.16K +150 +0.8%
WA
939
Wealth Advisors
California
$721K -$18K -438 -2%
GEA
940
Glen Eagle Advisors
New Jersey
$718K -$144K -3,504 -15%
DA
941
Detalus Advisors
Missouri
$716K +$1.23K +30 +0.2%
FIM
942
Freedom Investment Management
Connecticut
$716K -$73.7K -1,794 -9%
MFA
943
Mayflower Financial Advisors
Massachusetts
$715K -$39.2K -954 -5%
RRA
944
Round Rock Advisors
Connecticut
$707K +$14.8K +360 +2%
GKWIM
945
Gerber Kawasaki Wealth & Investment Management
California
$703K -$17.3K -420 -2%
1SB
946
1ST Source Bank
Indiana
$703K +$777K +18,918 New
FPW
947
Flagship Private Wealth
Massachusetts
$702K +$77.9K +1,896 +11%
WTB
948
Washington Trust Bank
Washington
$701K -$375K -9,126 -33%
OWM
949
Orgel Wealth Management
Wisconsin
$701K -$39.9K -972 -5%
FLPIM
950
F.L. Putnam Investment Management
Massachusetts
$700K -$162K -3,954 -17%