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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1076
CFO Capital Management
Connecticut
$2.95M +$2.95M +36,294 New
LRPA
1077
L. Roy Papp & Associates
Arizona
$2.95M -$511K -6,300 -15%
WI
1078
Westbourne Investments
Virginia
$2.94M -$247K -3,042 -8%
JPG
1079
Jordan Park Group
California
$2.93M – – –
KIM
1080
Kestra Investment Management
Texas
$2.92M +$97.4K +1,200 +3%
IIA
1081
IPG Investment Advisors
California
$2.92M +$12.2K +150 +0.4%
CPSC
1082
Carl P. Sherr & Co
Massachusetts
$2.92M -$91.5K -1,128 -3%
SFP
1083
SwitchPoint Financial Planning
Utah
$2.92M -$2.92K -36 -0.1%
SWM
1084
Sendero Wealth Management
Texas
$2.9M +$2.39M +29,502 +477%
SIC
1085
Salem Investment Counselors
North Carolina
$2.88M -$6.33K -78 -0.2%
AR
1086
Apeiron RIA
Texas
$2.88M -$547K -6,744 -16%
SLA
1087
Silver Lake Advisory
Utah
$2.88M -$23.4K -288 -0.8%
AL
1088
ADE LLC
Maryland
$2.87M +$974 +12 +0%
JHCP
1089
Jackson Hole Capital Partners
Oklahoma
$2.86M – – –
PNFS
1090
PW Nova Financial Services
Pennsylvania
$2.86M +$2.86M +35,292 New
RCI
1091
RS Crum Inc
California
$2.85M – – –
SFG
1092
Sunburst Financial Group
Alabama
$2.84M -$25.3K -312 -0.9%
GCA
1093
Gallagher Capital Advisors
Texas
$2.83M +$2.8M +34,506 New
MG
1094
MilWealth Group
Wisconsin
$2.83M -$3.41K -42 -0.1%
NB
1095
Nicolet Bankshares
Wisconsin
$2.83M +$381K +4,692 +16%
EL
1096
EWA LLC
Pennsylvania
$2.82M -$1.46K -18 -0.1%
RW
1097
REDW Wealth
New Mexico
$2.81M -$130K -1,596 -4%
FCP
1098
Fidelis Capital Partners
Florida
$2.8M +$925K +11,400 +49%
DAS
1099
Diversify Advisory Services
Utah
$2.8M -$74.5K -918 -3%
TSWM
1100
Triangle Securities Wealth Management
North Carolina
$2.8M +$52.6K +648 +2%