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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Condor Capital Management
New Jersey
$27.2M +$1.35M +36,720 +5%
RIA
152
Retirement Investment Advisors
Oklahoma
$27.2M +$28.2M +765,846 New
FOFP
153
Fee-Only Financial Planning
South Carolina
$26.9M +$27.9M +758,658 New
PPW
154
Presilium Private Wealth
Pennsylvania
$26.9M +$27.9M +758,016 New
EWP
155
Engrave Wealth Partners
Texas
$26.8M +$26.3M +713,694 +9,710%
PFA
156
Pathway Financial Advisors
Vermont
$26.7M -$2.38M -64,716 -8%
PWP
157
Principle Wealth Partners
Connecticut
$26.6M -$11.8M -321,996 -30%
VVP
158
Venture Visionary Partners
Ohio
$26.6M +$5.11M +139,020 +23%
AIS
159
American Investment Services
Massachusetts
$26.6M -$435K -11,832 -2%
Members Trust
160
Members Trust
Florida
$26.2M -$100K -2,718 -0.4%
CPIG
161
Chicago Partners Investment Group
Illinois
$26.1M +$352K +9,564 +2%
CWM
162
Connecticut Wealth Management
Connecticut
$25.6M +$194K +5,262 +0.7%
JCM
163
Jacobsen Capital Management
Utah
$25.1M +$2.58M +70,038 +11%
IWA
164
Inspirion Wealth Advisors
Illinois
$24.8M -$1.03M -28,134 -4%
FWP
165
Falcon Wealth Planning
California
$24.8M +$1.68M +45,726 +7%
SF
166
Safeguard Financial
Wisconsin
$24.7M +$1.33M +36,210 +5%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$23.7M +$968K +26,322 +4%
BWM
168
Benchmark Wealth Management
Connecticut
$23.7M +$905K +24,594 +4%
SWA
169
Strata Wealth Advisors
Texas
$23.7M +$24.5M +666,906 New
BWM
170
Brickley Wealth Management
California
$23.5M +$2.97M +80,772 +14%
JW
171
Jenkins Wealth
Colorado
$23.5M +$24.3M +660,660 New
PPP
172
Private Portfolio Partners
New Jersey
$23.2M -$309K -8,412 -1%
ACA
173
Affinity Capital Advisors
California
$23.2M +$839K +22,818 +4%
TPCW
174
TD Private Client Wealth
New York
$22.6M +$1.06M +28,812 +5%
GG
175
Gleason Group
Kentucky
$22.4M -$2.12M -57,594 -8%