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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pathway Financial Advisors
Vermont
$32.2M +$862K +22,170 +3%
CCM
152
Condor Capital Management
New Jersey
$32.2M +$271K +6,960 +0.9%
EWP
153
Engrave Wealth Partners
Texas
$31.9M +$2.59M +66,534 +9%
SWA
154
Strata Wealth Advisors
Texas
$31.2M +$3.27M +84,114 +13%
FOFP
155
Fee-Only Financial Planning
South Carolina
$30.8M -$712K -18,306 -2%
SFWA
156
Summit Financial Wealth Advisors
Louisiana
$30.8M -$1.16M -29,796 -4%
PPW
157
Presilium Private Wealth
Pennsylvania
$30.5M -$911K -23,430 -3%
CWM
158
Connecticut Wealth Management
Connecticut
$30.2M +$138K +3,540 +0.5%
IWA
159
Inspirion Wealth Advisors
Illinois
$29.3M +$186K +4,782 +0.7%
BWM
160
Brickley Wealth Management
California
$29.1M +$1.51M +38,736 +6%
PWP
161
Principle Wealth Partners
Connecticut
$29M -$2.08M -53,592 -7%
MWC
162
MBM Wealth Consultants
Missouri
$28.7M – – –
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$28.2M +$3.36M +86,412 +15%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$28.1M +$346K +8,898 +1%
PPP
165
Private Portfolio Partners
New Jersey
$27.6M +$342K +8,790 +1%
SI
166
Stephens Inc
Arkansas
$27.2M +$1.02M +26,202 +4%
CPIG
167
Chicago Partners Investment Group
Illinois
$26.7M +$317K +8,142 +1%
CA
168
Crane Advisory
California
$26.6M +$5.16M +132,564 +25%
AIS
169
American Investment Services
Massachusetts
$26.6M – – –
Members Trust
170
Members Trust
Florida
$26.5M -$3.88M -99,798 -14%
ACA
171
Affinity Capital Advisors
California
$26.5M -$578K -14,856 -2%
GG
172
Gleason Group
Kentucky
$26.2M -$81K -2,082 -0.3%
GG
173
GenWealth Group
New Jersey
$25.8M +$107K +2,748 +0.4%
BWM
174
Benchmark Wealth Management
Connecticut
$25.7M -$1.8M -46,350 -7%
LA
175
LVW Advisors
New York
$25.5M -$513K -13,200 -2%