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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1226
9258 Wealth Management
Ohio
$855K -$10.7K -222 -1%
TA
1227
TrueWealth Advisors
Alabama
$851K -$28.1K -582 -3%
BPWM
1228
Badgley Phelps Wealth Managers
Washington
$847K +$255K +5,292 +48%
UFAC
1229
Urban Financial Advisory Corp
Illinois
$845K +$787K +16,308 New
VNA
1230
Valley National Advisers
Pennsylvania
$843K -$37.1K -768 -5%
WB
1231
WesBanco Bank
West Virginia
$842K -$69.8K -1,446 -8%
AWM
1232
Aviso Wealth Management
Washington
$840K +$783K +16,212 New
CFG
1233
Cooper Financial Group
California
$840K +$66.6K +1,380 +9%
First Manhattan
1234
First Manhattan
New York
$838K +$36.5K +756 +5%
FGAM
1235
Financial Gravity Asset Management
Texas
$836K +$779K +16,134 New
Millennium Management
1236
Millennium Management
New York
$833K -$3.14M -65,058 -80%
TFGT
1237
TS Financial Group (TSFG)
Illinois
$831K -$24K -498 -3%
PGA
1238
Portland Global Advisors
Maine
$830K +$518K +10,740 +203%
FRA
1239
Frank Rimerman Advisors
California
$829K
LL
1240
LPWM LLC
Minnesota
$824K +$21.7K +450 +3%
BAAM
1241
Baker Avenue Asset Management
California
$820K +$318K +6,594 +71%
WIP
1242
WealthCare Investment Partners
Rhode Island
$820K -$16.8K -348 -2%
JFGIW
1243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$814K -$106K -2,190 -12%
ZIM
1244
Zacks Investment Management
Illinois
$809K +$266K +5,508 +54%
CHA
1245
Carmichael Hill & Associates
Maryland
$809K
CA
1246
Claro Advisors
Massachusetts
$808K -$65.5K -1,356 -8%
NAM
1247
NorthCrest Asset Manangement
Minnesota
$808K -$41.1K -852 -5%
CCA
1248
Conservest Capital Advisors
Pennsylvania
$807K -$869 -18 -0.1%
BBNA
1249
Bremer Bank National Association
Minnesota
$807K
AWA
1250
Alaska Wealth Advisors
Alaska
$804K -$45.8K -948 -6%