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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
1676
DBK Financial Counsel
Ohio
$201K -$48.2K -1,020 -19%
HBW
1677
Hazlett, Burt & Watson
West Virginia
$201K +$10.5K +222 +5%
CISOA
1678
Capital Investment Services of America
Wisconsin
$201K +$209K +4,422 New
WWM
1679
Wiser Wealth Management
Georgia
$200K +$209K +4,416 New
AWM
1680
Atticus Wealth Management
Florida
$199K
HPC
1681
HM Payson & Co
Maine
$190K -$58.4K -1,236 -23%
LTI
1682
Laffer Tengler Investments
Tennessee
$183K
AFG
1683
Albion Financial Group
Utah
$182K -$10.5K -222 -5%
LWA
1684
Lowe Wealth Advisors
Maryland
$180K
BHWM
1685
Beaird Harris Wealth Management
Texas
$178K +$77.9K +1,650 +73%
PFM
1686
Phillips Financial Management
Indiana
$175K -$11.1K -234 -6%
Qube Research & Technologies (QRT)
1687
Qube Research & Technologies (QRT)
United Kingdom
$165K +$171K +3,630 New
IF
1688
Integrity Financial
Wyoming
$164K
CMP
1689
Coston McIsaac & Partners
Maine
$163K +$283 +6 +0.2%
TIM
1690
Tortoise Investment Management
New York
$157K +$5.67K +120 +4%
WB
1691
Webster Bank
Connecticut
$152K +$26.1K +552 +20%
AF
1692
Arrow Financial
New York
$151K
CYG
1693
Clean Yield Group
Vermont
$143K -$18.7K -396 -12%
OP
1694
ORG Partners
Indiana
$142K -$889K -18,828 -86%
JPWM
1695
Jamison Private Wealth Management
Georgia
$142K +$147K +3,120 New
WPA
1696
West Paces Advisors
Georgia
$136K
NSIM
1697
North Star Investment Management
Illinois
$131K
TAM
1698
Tucker Asset Management
Colorado
$130K -$3.12K -66 -2%
HPIA
1699
Hamilton Point Investment Advisors
North Carolina
$130K
SCA
1700
Stonebridge Capital Advisors
Minnesota
$130K +$5.95K +126 +5%