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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1251
Trust Company of Vermont
Vermont
$804K
LC
1252
Lavaca Capital
Texas
$804K +$749K +15,516 New
SAM
1253
Synergy Asset Management
Washington
$801K +$25.2K +522 +3%
SFP
1254
Shepherd Financial Partners
Massachusetts
$798K -$140K -2,892 -16%
BONH
1255
Bank of New Hampshire
New Hampshire
$797K +$51.8K +1,074 +8%
DFCM
1256
Dark Forest Capital Management
Puerto Rico
$792K +$738K +15,288 New
PFWA
1257
Paces Ferry Wealth Advisors
Georgia
$792K +$738K +15,282 New
SBIA
1258
Sheaff Brock Investment Advisors
Indiana
$790K +$2.61K +54 +0.4%
EWM
1259
Executive Wealth Management
Michigan
$790K +$2.03K +42 +0.3%
LWCFA
1260
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$790K
SW
1261
SteelPeak Wealth
California
$785K +$53K +1,098 +8%
FWM
1262
Focused Wealth Management
New York
$784K +$4.63K +96 +0.6%
WAOI
1263
Wealth Advisors of Iowa
Iowa
$783K -$3.19K -66 -0.4%
NL
1264
Navalign LLC
California
$783K -$78.2K -1,620 -10%
BFA
1265
Beacon Financial Advisory
Ohio
$781K +$16.8K +348 +2%
SCM
1266
Shelton Capital Management
Colorado
$777K
LFA
1267
Level Financial Advisors
New York
$777K -$14.5K -300 -2%
CFG
1268
Cosner Financial Group
Colorado
$776K +$723K +14,982 New
BFG
1269
Bouchey Financial Group
New York
$774K -$579 -12 -0.1%
HA
1270
Herold Advisors
New York
$764K -$290 -6 -0%
EWA
1271
Evolution Wealth Advisors
Florida
$763K
RWPA
1272
Richard W. Paul & Associates
Michigan
$761K -$81.1K -1,680 -10%
FGA
1273
Fortis Group Advisors
New Jersey
$759K +$10.1K +210 +1%
TWA
1274
Talisman Wealth Advisors
New Jersey
$758K -$26.9K -558 -4%
GWA
1275
GGM Wealth Advisors
Maryland
$757K +$579 +12 +0.1%