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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1676
Alamar Capital Management
California
$202K -$9.92K -210 -5%
CCM
1677
Canal Capital Management
Virginia
$202K – – –
DFC
1678
DBK Financial Counsel
Ohio
$201K -$48.2K -1,020 -19%
HBW
1679
Hazlett, Burt & Watson
West Virginia
$201K +$10.5K +222 +5%
CISOA
1680
Capital Investment Services of America
Wisconsin
$201K +$209K +4,422 New
WWM
1681
Wiser Wealth Management
Georgia
$200K +$209K +4,416 New
AWM
1682
Atticus Wealth Management
Florida
$199K – – –
HPC
1683
HM Payson & Co
Maine
$190K -$58.4K -1,236 -23%
LTI
1684
Laffer Tengler Investments
Tennessee
$183K – – –
AFG
1685
Albion Financial Group
Utah
$182K -$10.5K -222 -5%
LWA
1686
Lowe Wealth Advisors
Maryland
$180K – – –
BHWM
1687
Beaird Harris Wealth Management
Texas
$178K +$77.9K +1,650 +73%
PFM
1688
Phillips Financial Management
Indiana
$175K -$11.1K -234 -6%
Qube Research & Technologies (QRT)
1689
Qube Research & Technologies (QRT)
United Kingdom
$165K +$171K +3,630 New
IF
1690
Integrity Financial
Wyoming
$164K – – –
CMP
1691
Coston McIsaac & Partners
Maine
$163K +$283 +6 +0.2%
TIM
1692
Tortoise Investment Management
New York
$157K +$5.67K +120 +4%
WB
1693
Webster Bank
Connecticut
$152K +$26.1K +552 +20%
AF
1694
Arrow Financial
New York
$151K – – –
CYG
1695
Clean Yield Group
Vermont
$143K -$18.7K -396 -12%
OP
1696
ORG Partners
Indiana
$142K -$889K -18,828 -86%
JPWM
1697
Jamison Private Wealth Management
Georgia
$142K +$147K +3,120 New
WPA
1698
West Paces Advisors
Georgia
$136K – – –
NSIM
1699
North Star Investment Management
Illinois
$131K – – –
TAM
1700
Tucker Asset Management
Colorado
$130K -$3.12K -66 -2%