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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WE
1126
Wealth Effects
Massachusetts
$2.66M -$196K -2,412 -7%
BA
1127
Bridgewater Advisors
New York
$2.66M -$55K -678 -2%
PP
1128
Patten & Patten
Tennessee
$2.65M +$5.36K +66 +0.2%
CAS
1129
Coppell Advisory Solutions
Texas
$2.64M +$242K +2,976 +10%
KF
1130
K2 Financial
California
$2.62M -$63.3K -780 -2%
NLA
1131
Northern Lights Advisors
Washington
$2.61M +$2.61M +32,136 New
SHF
1132
Safe Harbor Fiduciary
Florida
$2.61M +$2.61M +32,136 New
OFG
1133
Oxford Financial Group
Indiana
$2.61M
KFI
1134
Key Financial Inc
Pennsylvania
$2.6M +$35.5K +438 +1%
BIM
1135
Bridges Investment Management
Nebraska
$2.59M -$158K -1,950 -6%
ISFAN
1136
Investor's Fiduciary Advisor Network
Washington
$2.58M -$77.9K -960 -3%
T
1137
TrueFG
Texas
$2.57M +$20.9K +258 +0.8%
RDFA
1138
Ritter Daniher Financial Advisory
Ohio
$2.57M -$34.6K -426 -1%
IAN
1139
Integrated Advisors Network
Texas
$2.57M -$591K -7,278 -19%
WT
1140
Whittier Trust
California
$2.56M -$113K -1,392 -4%
IAS
1141
Insigneo Advisory Services
Florida
$2.56M +$431K +5,316 +20%
SW
1142
Simplicity Wealth
New Jersey
$2.56M +$712K +8,772 +39%
IGGA
1143
Iron Gate Global Advisors
Utah
$2.55M +$351K +4,320 +16%
CWRP
1144
Cassady Wealth & Retirement Planning
Nevada
$2.55M +$2.54M +31,350 New
EWM
1145
Evergreen Wealth Management
Michigan
$2.54M -$117K -1,446 -4%
WWA
1146
Wingate Wealth Advisors
Massachusetts
$2.54M +$91.1K +1,122 +4%
MIM
1147
Marco Investment Management
Georgia
$2.51M
GWM
1148
Greenhouse Wealth Management
Connecticut
$2.51M -$10.7K -132 -0.4%
ALA
1149
Atlas Legacy Advisors
California
$2.5M +$106K +1,302 +4%
PB
1150
Pinnacle Bancorp
Nebraska
$2.5M -$60.9K -750 -2%