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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1601
Hibernia Wealth Partners
Louisiana
$506K +$490K +7,908 New
ACM
1602
Allred Capital Management
Texas
$506K +$744 +12 +0.2%
KWS
1603
Keystone Wealth Services
California
$506K +$193K +3,114 +65%
MFG
1604
Mosaic Financial Group
Illinois
$505K – – –
CIA
1605
Cladis Investment Advisory
Montana
$505K – – –
WF
1606
Welch & Forbes
Massachusetts
$504K +$88.9K +1,434 +22%
FP
1607
Financial Perspectives
Minnesota
$504K +$372 +6 +0.1%
Vanguard Personalized Indexing Management
1608
Vanguard Personalized Indexing Management
California
$501K +$69.2K +1,116 +17%
CWM
1609
Calamos Wealth Management
Illinois
$500K +$50.6K +816 +12%
EA
1610
Everpar Advisors
Oklahoma
$499K -$52.8K -852 -10%
CCM
1611
Carlson Capital Management
Minnesota
$498K – – –
SF
1612
Slagle Financial
Illinois
$497K +$3.35K +54 +0.7%
GCM
1613
Gables Capital Management
Florida
$496K +$37.9K +612 +9%
MFG
1614
MidWestOne Financial Group
Iowa
$496K – – –
VFIC
1615
Valley Forge Investment Consultants
Pennsylvania
$495K -$4.83K -78 -1%
AAG
1616
Armstrong Advisory Group
Massachusetts
$490K +$29.8K +480 +7%
P
1617
Pitcairn
Pennsylvania
$490K +$474K +7,650 New
HWM
1618
HFG Wealth Management
Texas
$489K – – –
NFP
1619
Narus Financial Partners
Utah
$488K +$70.7K +1,140 +18%
HGA
1620
Hobbs Group Advisors
South Carolina
$486K – – –
VHAM
1621
Van Hulzen Asset Management
California
$486K +$141K +2,274 +43%
WLG
1622
Williamson Legacy Group
Indiana
$486K +$29.4K +474 +7%
CWA
1623
Clarity Wealth Advisors
California
$485K +$43.1K +696 +10%
FWA
1624
FSM Wealth Advisors
Ohio
$485K +$103K +1,668 +28%
AWP
1625
Abacus Wealth Partners
California
$484K -$26K -420 -5%