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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1526
Private Client Services
Kentucky
$543K +$9.1K +156 +2%
OWA
1527
Outlook Wealth Advisors
Texas
$542K +$25.2K +432 +0.9%
SG
1528
Sharper & Granite
California
$542K – – –
DA
1529
Dover Advisors
Virginia
$540K +$506K +8,670 New
EA
1530
Everpar Advisors
Oklahoma
$540K +$87.5K +1,500 +21%
JWM
1531
JFG Wealth Management
Colorado
$535K +$501K +8,586 New
TWG
1532
The Wealth Group
Minnesota
$534K -$30.8K -528 -6%
Luther King Capital Management (LKCM)
1533
Luther King Capital Management (LKCM)
Texas
$532K – – –
NG
1534
Norden Group
Utah
$532K -$700 -12 -0.1%
CMAI
1535
Capital Management Associates Inc
Minnesota
$531K -$350 -6 -0.1%
LIA
1536
Lynx Investment Advisory
District of Columbia
$529K +$495K +8,496 New
TI
1537
Trexquant Investment
Connecticut
$525K -$9.45K -162 -2%
FA
1538
Flagstar Advisors
New York
$525K -$12.6K -216 -3%
VCM
1539
Viewpoint Capital Management
Washington
$525K – – –
PWW
1540
Pettyjohn Wood & White
Virginia
$524K – – –
PFA
1541
Pinnacle Family Advisors
Missouri
$524K +$114K +1,950 +30%
CFS
1542
Coordinated Financial Services
Colorado
$523K -$49K -840 -9%
LWMI
1543
Landmark Wealth Management (Illinois)
Illinois
$522K -$12.6K -216 -3%
LDB
1544
Lee, Danner & Bass
Tennessee
$520K +$486K +8,340 New
IAA
1545
Independent Advisor Alliance
North Carolina
$520K -$84.3K -1,446 -15%
JWCA
1546
J.W. Coons Advisors
Ohio
$519K -$10.5K -180 -2%
EFMC
1547
Empire Financial Management Company
New York
$516K +$32.9K +564 +7%
CFP
1548
Cypress Financial Planning
New Jersey
$515K -$19.2K -330 -4%
SIAP
1549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$514K – – –
KMWM
1550
Keudell/Morrison Wealth Management
Oregon
$514K +$5.25K +90 +1%