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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
1676
First Business Financial Services
Wisconsin
$616K
AI
1677
Accredited Investors
Minnesota
$616K -$57.6K -858 -9%
CS
1678
Cannell & Spears
New York
$613K
FT
1679
Fiduciary Trust
Massachusetts
$612K
CAWM
1680
Capital Advisors Wealth Management
Washington
$609K -$806 -12 -0.1%
WT
1681
Washington Trust
Rhode Island
$609K -$131K -1,950 -18%
Vanguard Personalized Indexing Management
1682
Vanguard Personalized Indexing Management
California
$608K +$70.9K +1,056 +13%
CFO
1683
Colony Family Offices
North Carolina
$608K +$597K +8,892 New
LIA
1684
Lynx Investment Advisory
District of Columbia
$606K +$2.82K +42 +0.5%
FWM
1685
FLP Wealth Management
Arkansas
$606K +$595K +8,856 New
RP
1686
Rowlandmiller & Partners
Georgia
$606K
AFTS
1687
American Financial & Tax Strategies
New York
$605K
KMWM
1688
Keudell/Morrison Wealth Management
Oregon
$605K +$25.8K +384 +5%
TAM
1689
Townsend Asset Management
North Carolina
$602K -$9.67K -144 -2%
KFGG
1690
Keystone Financial Group (Georgia)
Georgia
$602K +$591K +8,796 New
CTA
1691
Colonial Trust Advisors
South Carolina
$601K
RIP
1692
RAM Investment Partners
Washington
$601K
WDL
1693
Well Done LLC
Michigan
$600K
PAS
1694
PKS Advisory Services
New York
$600K +$589K +8,766 New
MCA
1695
Midwest Capital Advisors
Michigan
$599K +$588K +8,754 New
WFC
1696
Western Financial Corp
California
$597K +$586K +8,718 New
MWML
1697
M Wealth Management LLC
California
$596K +$585K +8,706 New
ARC
1698
Advisor Resource Council
Texas
$593K +$582K +8,670 New
WG
1699
Welch Group
Alabama
$592K -$21K -312 -4%
UWS
1700
Unique Wealth Strategies
Illinois
$590K -$18.9K -282 -3%