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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1551
Financial Management Professionals
Texas
$2K +$2.41K +60 New
FCMT
1552
Founders Capital Management (Texas)
Texas
$2K +$2.41K +60 New
IAS
1553
IMA Advisory Services
Colorado
$1K – – –
MIM
1554
Macroview Investment Management
Maryland
$1K – – –
TFA
1555
Transamerica Financial Advisors
Florida
$1K – – –
PCA
1556
Providence Capital Advisors
North Carolina
$1K +$1.69K +42 New
APS
1557
American Planning Services
Florida
$292 -$580K -14,424 -100%
WIM
1558
Westside Investment Management
California
$268 +$24.1K +600 +9%
Bank of Nova Scotia
1559
Bank of Nova Scotia
Ontario, Canada
– -$48.5M -1,304,400 Closed
BRC
1560
Bell Rock Capital
Delaware
– -$35.1M -943,620 Closed
FFC
1561
Fure Financial Corporation
Minnesota
– -$21.4M -576,768 Closed
CIAS
1562
CFS Investment Advisory Services
New Jersey
– -$19.1M -515,172 Closed
RFM
1563
Royal Fund Management
Florida
– -$13.2M -354,306 Closed
E
1564
Ergoteles
New York
– -$13M -350,796 Closed
CCWA
1565
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$3.34M -89,808 Closed
BFAG
1566
Blackston Financial Advisory Group
Florida
– -$2.87M -73,386 Closed
EFSCE
1567
Enterprise Financial Services Corp (EFSC)
Missouri
– -$2.5M -67,374 Closed
CCP
1568
Corient Capital Partners
California
– -$2.24M -60,348 Closed
KCM
1569
Karp Capital Management
California
– -$1.93M -51,930 Closed
ARC
1570
Advisor Resource Council
Texas
– -$1.77M -47,640 Closed
SAM
1571
Stringer Asset Management
Tennessee
– -$1.4M -37,782 Closed
CF
1572
Cantor Fitzgerald
New York
– -$1.3M -34,992 Closed
CAN
1573
Claraphi Advisory Network
United States
– -$1.08M -29,166 Closed
MIS
1574
Morningstar Investment Services
Illinois
– -$1.01M -26,826 Closed
MBT
1575
Montecito Bank & Trust
California
– -$846K -22,776 Closed