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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$21.7M +$3.52M +131,640 +20%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$21.4M +$2.12M +79,440 +11%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$21.2M +$1.72M +64,212 +9%
FAN
104
Financial Advisors Network
California
$21.2M +$851K +31,872 +4%
APA
105
American Portfolios Advisors
New York
$21.1M +$1.87M +69,840 +10%
CCM
106
Condor Capital Management
New Jersey
$20.8M +$349K +13,062 +2%
NFG
107
Nadler Financial Group
Illinois
$20.8M +$301K +11,256 +1%
ECM
108
Evergreen Capital Management
Washington
$19.6M -$3.17M -118,500 -14%
CGL
109
Clarius Group LLC
Washington
$19.5M -$836K -31,308 -4%
Creative Planning
110
Creative Planning
Kansas
$19.4M +$1.74M +65,010 +10%
CFGS
111
Concourse Financial Group Securities
Alabama
$18.7M -$596K -22,320 -3%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.7M +$92.6K +3,468 +0.5%
AAMA
113
Advanced Asset Management Advisors
Ohio
$18.5M
CPIG
114
Chicago Partners Investment Group
Illinois
$18.4M +$276K +10,320 +2%
FPIS
115
Financial Planning & Information Services
Wisconsin
$18.3M -$4.04M -151,074 -18%
FHA
116
First Horizon Advisors
Tennessee
$17.9M -$568K -21,264 -3%
Cerity Partners
117
Cerity Partners
New York
$17.5M +$13.4M +500,292 +349%
KFA
118
Kays Financial Advisory
Georgia
$17.5M -$348K -13,014 -2%
SI
119
Stephens Inc
Arkansas
$17.2M +$1.75M +65,412 +12%
AWM
120
AE Wealth Management
Kansas
$17.1M +$3.69M +138,090 +28%
CW
121
CreativeOne Wealth
Kansas
$17M +$1.3M +48,702 +8%
BFA
122
Beaumont Financial Advisors
Massachusetts
$16.7M -$387K -14,490 -2%
CTB
123
Country Trust Bank
Illinois
$16.6M +$418K +15,648 +3%
CWM
124
Connecticut Wealth Management
Connecticut
$16.3M +$14.6M +545,112 +1,015%
JCM
125
Jacobsen Capital Management
Utah
$16.1M +$15.8M +591,828 New