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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1451
Cypress Point Wealth Management
Texas
$958K +$940K +13,998 New
CFS
1452
CGC Financial Services
Oregon
$956K -$101K -1,506 -10%
BMWM
1453
Brown Miller Wealth Management
Virginia
$952K – – –
TCOV
1454
Trust Company of Vermont
Vermont
$948K -$55.6K -828 -6%
WW
1455
Waterfront Wealth
Kansas
$947K -$180K -2,682 -16%
GWP
1456
Gateway Wealth Partners
Wisconsin
$947K +$199K +2,958 +27%
FFWA
1457
FRG Family Wealth Advisors
Washington
$943K – – –
TWA
1458
Talisman Wealth Advisors
New Jersey
$941K -$60.5K -900 -6%
WC
1459
Waterloo Capital
Texas
$939K +$679K +10,104 +279%
CAM
1460
Carret Asset Management
New York
$937K +$1.21K +18 +0.1%
TAM
1461
Tocqueville Asset Management
New York
$933K – – –
FNB
1462
Farmers National Bank
Kentucky
$926K +$909K +13,536 New
GL
1463
Graypoint LLC
New York
$923K – – –
HWA
1464
Hilltop Wealth Advisors
North Carolina
$923K -$7.25K -108 -0.8%
GWANC
1465
Guardian Wealth Advisors (North Carolina)
North Carolina
$922K +$4.43K +66 +0.5%
ODG
1466
O'Dell Group
Ohio
$922K +$100K +1,494 +12%
BSG
1467
Black Swift Group
Colorado
$921K – – –
IP
1468
Intellectus Partners
California
$919K – – –
WAL
1469
W Advisors LLC
Tennessee
$918K +$64.9K +966 +8%
CCA
1470
Cobblestone Capital Advisors
New York
$918K +$902K +13,422 New
TH
1471
Team Hewins
California
$917K +$214K +3,186 +31%
TF
1472
Tudor Financial
Ohio
$915K -$32.2K -480 -3%
M
1473
MYeCFO
California
$914K -$32.2K -480 -3%
RFN
1474
Redwood Financial Network
Ohio
$913K +$66.9K +996 +8%
BRWM
1475
Blue Rock Wealth Management
North Carolina
$906K +$890K +13,248 New