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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1176
TCI Wealth Advisors
Arizona
$365K – – –
OC
1177
Oakworth Capital
Alabama
$365K +$173K +4,308 +73%
AWM
1178
AAF Wealth Management
Massachusetts
$364K +$12.3K +306 +3%
TH
1179
TCTC Holdings
Texas
$362K – – –
TSWM
1180
Tyler-Stone Wealth Management
Ohio
$362K +$241 +6 +0.1%
PFM
1181
Parsec Financial Management
North Carolina
$361K – – –
ACM
1182
Allred Capital Management
Texas
$360K +$482 +12 +0.1%
WI
1183
Wintrust Investments
Illinois
$360K +$1.93K +48 +0.5%
TW
1184
TrinityPoint Wealth
Connecticut
$358K +$56.9K +1,416 +16%
FWM
1185
Foresight Wealth Management
Utah
$357K -$31.8K -792 -7%
MCM
1186
Morton Capital Management
California
$356K -$41.2K -1,026 -9%
JCM
1187
Jacobi Capital Management
Pennsylvania
$355K -$2.17K -54 -0.5%
CGA
1188
Crescent Grove Advisors
Illinois
$354K – – –
JWCA
1189
J.W. Coons Advisors
Ohio
$352K -$98.9K -2,460 -20%
ODFS
1190
O'Donnell Financial Services
California
$352K -$44.4K -1,104 -10%
HH
1191
Hilltop Holdings
Texas
$352K +$397K +9,882 New
FA
1192
Flagstar Advisors
New York
$350K +$35.9K +894 +10%
AA
1193
AF Advisors
California
$348K +$18.1K +450 +5%
HIC
1194
Holderness Investments Company
North Carolina
$348K +$36.2K +900 +10%
GI
1195
Gradient Investments
Minnesota
$348K +$68.3K +1,698 +21%
RCM
1196
RNC Capital Management
California
$346K -$30.1K -750 -7%
IBOK
1197
Independence Bank of Kentucky
Kentucky
$346K – – –
QCIG
1198
Quad-Cities Investment Group
Iowa
$346K +$14K +348 +4%
SIA
1199
Soltis Investment Advisors
Utah
$346K +$390K +9,696 New
WA
1200
Wealthstar Advisors
Texas
$345K +$10.6K +264 +3%