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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1726
TrueWealth Advisors
Alabama
$567K -$128K -1,908 -19%
TWM
1727
Tanager Wealth Management
United Kingdom
$566K -$106K -1,572 -16%
IHWM
1728
Iron Horse Wealth Management
Iowa
$566K +$14.1K +210 +3%
SIAP
1729
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$564K
BBW
1730
Blue Barn Wealth
Utah
$564K +$553K +8,238 New
FP
1731
Financial Perspectives
Minnesota
$563K +$23.8K +354 +4%
RDWM
1732
Red Door Wealth Management
Tennessee
$563K +$5.64K +84 +1%
AIM
1733
Advyzon Investment Management
Illinois
$561K +$551K +8,202 New
BMC
1734
Benin Management Corp
Connecticut
$559K +$403 +6 +0.1%
CST
1735
Charles Schwab Trust
Nevada
$558K +$548K +8,154 New
IWB
1736
Innovative Wealth Building
Maryland
$557K +$547K +8,142 New
BCP
1737
Berkeley Capital Partners
Georgia
$557K -$179K -2,670 -25%
SG
1738
Strid Group
Pennsylvania
$555K
Luther King Capital Management (LKCM)
1739
Luther King Capital Management (LKCM)
Texas
$554K
CWA
1740
Clarity Wealth Advisors
California
$550K +$30.6K +456 +6%
SCA
1741
St. Clair Advisors
Ohio
$550K
BDL
1742
Bey-Douglas LLC
Georgia
$548K -$25K -372 -4%
LWMI
1743
Landmark Wealth Management (Illinois)
Illinois
$547K -$25.4K -378 -5%
AA
1744
Alesco Advisors
New York
$547K +$537K +7,992 New
HW
1745
Hancock Whitney
Mississippi
$546K
PS
1746
Pinney & Scofield
Massachusetts
$545K +$535K +7,968 New
CWS
1747
Cypress Wealth Services
California
$544K
FWM
1748
FFT Wealth Management
Pennsylvania
$544K +$69.3K +1,032 +15%
CFA
1749
Camarda Financial Advisors
Florida
$543K +$533K +7,938 New
FGC
1750
Financial Gravity Companies
Texas
$542K -$806 -12 -0.2%