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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$104M +$9.94M +147,888 +11%
TCOT
102
Trust Company of Tennessee
Tennessee
$103M -$402K -5,982 -0.4%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$103M +$280K +4,170 +0.3%
CTC
104
Central Trust Company
Missouri
$102M -$3.88M -57,702 -4%
BCI
105
Brinker Capital Investments
Pennsylvania
$102M -$149K -2,214 -0.1%
OPS
106
Orion Portfolio Solutions
Nebraska
$102M -$149K -2,214 -0.1%
RZH
107
Relyea Zuckerberg Hanson
Connecticut
$97.9M +$2.98M +44,370 +3%
SMDAM
108
Sumitomo Mitsui DS Asset Management
Japan
$96.7M -$13.7M -204,000 -13%
MWA
109
Martel Wealth Advisors
Washington
$96.7M +$1M +14,886 +1%
WLIM
110
White Lighthouse Investment Management
Massachusetts
$96.3M -$302K -4,494 -0.3%
GT
111
Glenmede Trust
Pennsylvania
$91M -$67.3K -1,002 -0.1%
Bessemer Group
112
Bessemer Group
New Jersey
$90.7M -$3.01M -44,802 -3%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$90.4M -$3.09M -46,038 -3%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$89.9M -$4.99M -74,220 -5%
SF
115
Summit Financial
New Jersey
$89.8M -$2.08M -30,894 -2%
RWB
116
RMR Wealth Builders
New Jersey
$89.5M +$4.22M +62,760 +5%
BCM
117
Becker Capital Management
Oregon
$88.6M +$5.31M +78,990 +6%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.4M -$18.7M -278,268 -18%
VCP
119
Vista Capital Partners
Oregon
$88.3M -$3.45M -51,300 -4%
SPIA
120
Steward Partners Investment Advisory
New York
$86.9M +$506K +7,536 +0.6%
BWP
121
BlueStem Wealth Partners
Minnesota
$85.7M +$84.2M +1,252,932 New
NRA
122
NSI Retail Advisors
Pennsylvania
$84.9M – – –
HWA
123
HCR Wealth Advisors
California
$82.5M +$3.19M +47,466 +4%
CF
124
Corrigan Financial
Rhode Island
$80.1M -$1.68M -25,068 -2%
CWM
125
Campbell Wealth Management
Virginia
$79.2M +$1.17M +17,460 +2%