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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
126
Relyea Zuckerberg Hanson
Connecticut
$32.6M -$1.17M -28,488 -3%
BRWA
127
B. Riley Wealth Advisors
Florida
$32.4M +$246K +6,000 +0.7%
TWM
128
TMD Wealth Management
Arizona
$32.1M +$35.3M +860,046 +18,935%
GC
129
Grimes & Company
Massachusetts
$32M -$548K -13,338 -2%
Bessemer Group
130
Bessemer Group
New Jersey
$31.5M -$8.16M -198,678 -19%
TFS
131
TrustCore Financial Services
Tennessee
$30.7M +$1.52M +37,086 +5%
W
132
WealthOne
New York
$30.7M +$251K +6,114 +0.7%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$30.3M +$27.2M +661,194 +426%
RWB
134
RMR Wealth Builders
New Jersey
$29.9M +$3.94M +95,814 +14%
BPA
135
Beacon Pointe Advisors
California
$29.7M -$7.4M -180,018 -18%
PFA
136
Pathway Financial Advisors
Vermont
$29.4M +$1.84M +44,844 +6%
S
137
SignatureFD
Georgia
$29.3M +$15.4M +373,836 +90%
SAI
138
Systematic Alpha Investments
New Jersey
$29.1M
TWP
139
Total Wealth Planning
Ohio
$28.8M +$2.31M +56,334 +8%
AIS
140
American Investment Services
Massachusetts
$28.5M +$1.25M +30,348 +4%
PA
141
Procyon Advisors
Connecticut
$28.5M +$3.95M +96,144 +14%
CCM
142
Condor Capital Management
New Jersey
$27.8M +$10.4K +252 +0%
SPIA
143
Steward Partners Investment Advisory
New York
$27.7M -$235K -5,724 -0.8%
Members Trust
144
Members Trust
Florida
$27.6M +$6.69M +162,738 +28%
TPW
145
TL Private Wealth
Texas
$27.4M +$756K +18,390 +3%
GT
146
Glenmede Trust
Pennsylvania
$27M -$1.25M -30,450 -4%
TPCW
147
TD Private Client Wealth
New York
$26.8M -$1.11M -26,910 -4%
IWA
148
Inspirion Wealth Advisors
Illinois
$26.7M +$1.54M +37,584 +6%
PC
149
Permanens Capital
New York
$26.7M -$52.1M -1,267,584 -64%
AFAS
150
Acorn Financial Advisory Services
Virginia
$26.3M +$1.41M +34,206 +5%