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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1651
Stockman Wealth Management
Montana
$455K +$10K +162 +2%
BFS
1652
Beacon Financial Strategies
North Carolina
$454K -$26K -420 -6%
SIS
1653
Sound Income Strategies
Florida
$454K +$236K +3,810 +116%
TW
1654
Transform Wealth
Colorado
$453K +$36.1K +582 +9%
DWM
1655
Diversify Wealth Management
Utah
$452K +$433K +6,990 New
WAM
1656
Walker Asset Management
Missouri
$452K +$372 +6 +0.1%
GSC
1657
G&S Capital
Colorado
$451K
PWS
1658
Proactive Wealth Strategies
Georgia
$449K +$435K +7,020 New
LWM
1659
Lyell Wealth Management
California
$449K +$29.4K +474 +7%
WWC
1660
Waypoint Wealth Counsel
Georgia
$449K +$25.7K +414 +6%
RC
1661
Roundview Capital
New Jersey
$449K +$45K +726 +12%
HCA
1662
Horan Capital Advisors
Ohio
$449K
BFS
1663
Bradley Foster & Sargent
Connecticut
$448K +$2.98K +48 +0.7%
OPWM
1664
Oxinas Partners Wealth Management
Indiana
$448K
LPT
1665
Legacy Private Trust
Wisconsin
$447K +$50.6K +816 +13%
SPWG
1666
Syntegra Private Wealth Group
Missouri
$447K
EFA
1667
Evernest Financial Advisors
Indiana
$445K -$36.8K -594 -8%
GWS
1668
Glassman Wealth Services
Virginia
$443K
FWM
1669
FFT Wealth Management
Pennsylvania
$443K
GF
1670
Gries Financial
Ohio
$442K +$45.7K +738 +12%
OA
1671
Oxbow Advisors
Texas
$438K -$53.9K -870 -11%
WWP
1672
WR Wealth Planners
Missouri
$437K -$3.72K -60 -0.9%
FNA
1673
First National Advisers
Nebraska
$437K +$76.2K +1,230 +22%
VFP
1674
Verus Financial Partners
Virginia
$437K -$38.3K -618 -8%
PWM
1675
Prosperity Wealth Management
California
$437K +$11.2K +180 +3%