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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Twele Capital Management
Minnesota
$2.5M
WP
102
WMS Partners
Maryland
$2.45M +$24.8K +1,800 +1%
LFG
103
LifePlan Financial Group
Ohio
$2.45M +$769K +55,824 +47%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$2.29M -$230K -16,692 -9%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.28M +$2.23M +161,862 New
PI
106
Placemark Investments
Illinois
$2.18M -$5.58M -404,712 -72%
CWM
107
Cabot Wealth Management
Massachusetts
$2.18M +$2.13M +154,410 New
SAM
108
Silvercrest Asset Management
New York
$2.04M -$85.6K -6,210 -4%
MFIMFI
109
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.02M
M
110
MOTCO
Texas
$1.94M -$55.8K -4,050 -3%
OC
111
Oppenheimer & Co
New York
$1.92M -$87.4K -6,342 -4%
HS
112
Huntington Steele
Pennsylvania
$1.9M
AIG
113
American International Group
New York
$1.87M -$59.4K -4,314 -3%
SNC
114
Stifel Nicolaus & Co
Missouri
$1.86M +$263K +19,092 +17%
SBH
115
Segall Bryant & Hamill
Illinois
$1.83M
SSI
116
Scott & Selber Inc
Texas
$1.82M
IA
117
Ibbotson Associates
Illinois
$1.73M +$464K +33,708 +38%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$1.73M +$62.8K +4,560 +4%
JIC
119
Johnson Investment Counsel
Ohio
$1.69M -$51.5K -3,738 -3%
HCMT
120
Highland Capital Management (Tennessee)
Tennessee
$1.67M +$186K +13,500 +13%
JFG
121
JMG Financial Group
Illinois
$1.57M +$25.2K +1,830 +2%
CCMH
122
Cornerstone Capital Management Holdings
New York
$1.56M +$5.04K +366 +0.3%
DC
123
Davenport & Co
Virginia
$1.56M -$29.8K -2,160 -2%
US Bancorp
124
US Bancorp
Minnesota
$1.54M +$41.7K +3,024 +3%
LRPA
125
L. Roy Papp & Associates
Arizona
$1.53M +$78K +5,658 +6%