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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1076
Independent Advisor Alliance
North Carolina
$307K
1WA
1077
180 Wealth Advisors
Washington
$305K -$14.4K -360 -5%
CYG
1078
Clean Yield Group
Vermont
$305K +$288K +7,218 New
KW
1079
KWB Wealth
California
$305K +$288K +7,218 New
HPC
1080
HM Payson & Co
Maine
$304K -$62K -1,554 -18%
MWM
1081
MBE Wealth Management
Wisconsin
$304K +$288K +7,218 New
CAS
1082
Coppell Advisory Solutions
Texas
$303K +$286K +7,170 New
APG
1083
Abacus Planning Group
South Carolina
$302K
TWM
1084
TriaGen Wealth Management
California
$302K +$285K +7,146 New
AA
1085
AF Advisors
California
$302K +$286K +7,176 New
GBBWRPM
1086
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$301K -$9.82K -246 -3%
CCA
1087
Cadent Capital Advisors
Oklahoma
$301K +$284K +7,122 New
CM
1088
Capital Management
Virginia
$300K
MAG
1089
Mokosak Advisory Group
Iowa
$299K -$18.2K -456 -6%
EWM
1090
Echo Wealth Management
Minnesota
$298K +$282K +7,056 New
LPT
1091
Legacy Private Trust
Wisconsin
$296K
PGA
1092
Portland Global Advisors
Maine
$296K
Jennison Associates
1093
Jennison Associates
New York
$294K
RDWM
1094
Red Door Wealth Management
Tennessee
$293K
SIC
1095
Sigma Investment Counselors
Michigan
$293K +$277K +6,936 New
FMC
1096
First Merchants Corp
Indiana
$292K
JCM
1097
Jag Capital Management
Missouri
$291K -$9.58K -240 -3%
BUB
1098
BBVA USA Bancshares
Texas
$291K +$275K +6,888 New
KFI
1099
Key Financial Inc
Pennsylvania
$286K +$51.7K +1,296 +24%
1IA
1100
1834 Investment Advisors
Wisconsin
$285K +$718 +18 +0.3%