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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Segment Wealth Management
Texas
$602K +$610K +46,236 New
BRWA
152
B. Riley Wealth Advisors
Florida
$576K +$584K +44,238 New
DY
153
Dowling & Yahnke
California
$561K +$568K +43,032 New
AL
154
Aspiriant LLC
California
$545K +$552K +41,844 New
UCFA
155
United Capital Financial Advisors
Texas
$539K +$546K +41,376 New
WT
156
Whittier Trust
California
$502K +$508K +38,544 New
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$486K +$493K +37,350 New
SIC
158
SFE Investment Counsel
California
$468K +$474K +35,940 New
PWLP
159
Prio Wealth Limited Partnership
Massachusetts
$465K +$471K +35,730 New
CM
160
Capital Management
Virginia
$445K +$450K +34,134 New
WG
161
Winchester Group
New York
$437K +$443K +33,600 New
AMG
162
Asset Management Group
Connecticut
$436K +$441K +33,462 New
NSAM
163
North Star Asset Management
Wisconsin
$432K +$437K +33,162 New
SIC
164
Salem Investment Counselors
North Carolina
$429K +$435K +32,952 New
ST
165
Sentinel Trust
Texas
$428K +$434K +32,868 New
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$428K +$434K +32,880 New
HB
167
Homrich & Berg
Georgia
$418K +$423K +32,082 New
CWM
168
Concert Wealth Management
California
$415K +$420K +31,860 New
MI
169
Mercer Investments
Massachusetts
$371K +$376K +28,518 New
CCM
170
Coe Capital Management
Illinois
$368K +$373K +28,290 New
SI
171
Stephens Inc
Arkansas
$345K +$349K +26,454 New
BP
172
Ballentine Partners
Massachusetts
$339K +$344K +26,040 New
Brown Advisory
173
Brown Advisory
Maryland
$328K +$332K +25,176 New
GAM
174
Griffin Asset Management
New York
$325K +$329K +24,918 New
PAIM
175
Punch & Associates Investment Management
Minnesota
$325K +$329K +24,930 New