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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1726
Integrity Alliance
Iowa
$570K +$560K +8,334 New
TA
1727
TrueWealth Advisors
Alabama
$567K -$128K -1,908 -19%
TWM
1728
Tanager Wealth Management
United Kingdom
$566K -$106K -1,572 -16%
IHWM
1729
Iron Horse Wealth Management
Iowa
$566K +$14.1K +210 +3%
SIAP
1730
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$564K – – –
BBW
1731
Blue Barn Wealth
Utah
$564K +$553K +8,238 New
FP
1732
Financial Perspectives
Minnesota
$563K +$23.8K +354 +4%
RDWM
1733
Red Door Wealth Management
Tennessee
$563K +$5.64K +84 +1%
AIM
1734
Advyzon Investment Management
Illinois
$561K +$551K +8,202 New
BMC
1735
Benin Management Corp
Connecticut
$559K +$403 +6 +0.1%
CST
1736
Charles Schwab Trust
Nevada
$558K +$548K +8,154 New
IWB
1737
Innovative Wealth Building
Maryland
$557K +$547K +8,142 New
BCP
1738
Berkeley Capital Partners
Georgia
$557K -$179K -2,670 -25%
SG
1739
Strid Group
Pennsylvania
$555K – – –
Luther King Capital Management (LKCM)
1740
Luther King Capital Management (LKCM)
Texas
$554K – – –
CWA
1741
Clarity Wealth Advisors
California
$550K +$30.6K +456 +6%
SCA
1742
St. Clair Advisors
Ohio
$550K – – –
BDL
1743
Bey-Douglas LLC
Georgia
$548K -$25K -372 -4%
LWMI
1744
Landmark Wealth Management (Illinois)
Illinois
$547K -$25.4K -378 -5%
AA
1745
Alesco Advisors
New York
$547K +$537K +7,992 New
HW
1746
Hancock Whitney
Mississippi
$546K – – –
PS
1747
Pinney & Scofield
Massachusetts
$545K +$535K +7,968 New
CWS
1748
Cypress Wealth Services
California
$544K – – –
FWM
1749
FFT Wealth Management
Pennsylvania
$544K +$69.3K +1,032 +15%
CFA
1750
Camarda Financial Advisors
Florida
$543K +$533K +7,938 New