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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$26.3M +$13.7M +332,796 +90%
CPIG
152
Chicago Partners Investment Group
Illinois
$26.1M +$72.7K +1,770 +0.3%
CWM
153
Connecticut Wealth Management
Connecticut
$26M +$2.12M +51,648 +8%
PPP
154
Private Portfolio Partners
New Jersey
$24.8M +$2.48M +60,312 +10%
EC
155
EdgeRock Capital
Colorado
$24.8M +$27.4M +667,746 New
GSIS
156
Global Strategic Investment Solutions
Arizona
$24.5M +$563K +13,704 +2%
GG
157
GenWealth Group
New Jersey
$24.1M -$20.5K -498 -0.1%
NFG
158
Nadler Financial Group
Illinois
$24.1M +$305K +7,422 +1%
PFPT
159
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.1M +$347K +8,454 +1%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$23.8M +$172K +4,188 +0.7%
LA
161
LVW Advisors
New York
$23.5M -$3.14M -76,476 -11%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$23.3M -$3.15M -76,590 -11%
RFA
163
Radnor Financial Advisors
Pennsylvania
$23M +$1M +24,348 +4%
BWM
164
Benchmark Wealth Management
Connecticut
$22.9M +$1M +24,390 +4%
JCM
165
Jacobsen Capital Management
Utah
$22.5M +$3.75M +91,278 +18%
ACA
166
Affinity Capital Advisors
California
$22.5M +$2.11M +51,444 +9%
GG
167
Gleason Group
Kentucky
$22.3M +$1.43M +34,734 +6%
NL
168
NWAM LLC
Washington
$21.9M +$2.65M +64,404 +12%
BSWA
169
Bromfield Sneider Wealth Advisors
Massachusetts
$21.8M -$252K -6,126 -1%
FWP
170
Falcon Wealth Planning
California
$21.8M +$3.1M +75,432 +15%
VVP
171
Venture Visionary Partners
Ohio
$21.6M +$395K +9,612 +2%
PI
172
PFS Investments
Georgia
$21.6M +$12.3M +300,588 +107%
FFC
173
Fure Financial Corporation
Minnesota
$21.4M +$23.7M +576,768 New
BWM
174
Brickley Wealth Management
California
$21.2M -$159K -3,882 -0.7%
CWA
175
Cornerstone Wealth Advisors
Minnesota
$21M +$2.08M +50,610 +10%