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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
Calamos Wealth Management
Illinois
$267K +$245K +5,652 New
Amundi
1552
Amundi
France
$266K +$67.9K +1,566 +38%
FWI
1553
Facet Wealth Inc
Maryland
$264K -$183K -4,224 -43%
AP
1554
Appleton Partners
Massachusetts
$263K – – –
T
1555
TCWP
Ohio
$263K -$35.6K -822 -13%
SXL
1556
Summit X LLC
Missouri
$263K – – –
BOS
1557
Bank of Stockton
California
$262K – – –
MPWT
1558
MassMutual Private Wealth & Trust
Connecticut
$261K +$197K +4,548 +459%
DE
1559
Day & Ennis
Georgia
$261K +$260 +6 +0.1%
AWA
1560
Acorn Wealth Advisors
Michigan
$261K +$9.63K +222 +4%
VF
1561
VitalStone Financial
Texas
$261K -$5.6M -129,144 -95%
APWM
1562
Atlas Private Wealth Management
New York
$261K +$28.1K +648 +13%
LNB
1563
Ledyard National Bank
$260K -$2.6K -60 -1%
FFP
1564
Forbes Financial Planning
Rhode Island
$259K – – –
OPWM
1565
Oxinas Partners Wealth Management
Indiana
$258K +$15.1K +348 +7%
VCM
1566
Versant Capital Management
Arizona
$258K +$178K +4,116 +304%
FT
1567
Fiduciary Trust
Massachusetts
$258K -$15.4K -354 -6%
JFG
1568
JDM Financial Group
Texas
$258K – – –
WFS
1569
Weitzel Financial Services
Iowa
$258K – – –
CB
1570
Community Bank
New York
$258K -$6.5K -150 -3%
GA
1571
Greenspring Advisors
Maryland
$257K -$12.5K -288 -5%
DFC
1572
DBK Financial Counsel
Ohio
$257K – – –
HF
1573
Halpern Financial
Virginia
$256K -$3.64K -84 -2%
SW
1574
SteelPeak Wealth
California
$256K +$235K +5,424 New
UCB
1575
United Community Bank
South Carolina
$256K -$20.6K -474 -8%