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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1826
Elevation Wealth Management
Minnesota
$691K +$690K +8,502 New
BFO
1827
Boston Family Office
Massachusetts
$690K – – –
FF
1828
Farrell Financial
New York
$690K +$36K +444 +6%
UW
1829
Unique Wealth
Florida
$687K +$33.6K +414 +5%
VCM
1830
Viewpoint Capital Management
Washington
$686K – – –
FF
1831
Financial Futures
New Jersey
$685K – – –
PWS
1832
Proactive Wealth Strategies
Georgia
$685K +$42.9K +528 +7%
CWM
1833
Calamos Wealth Management
Illinois
$683K -$35.1K -432 -5%
MSWM
1834
McGlone Suttner Wealth Management
Wisconsin
$682K +$244K +3,006 +56%
PS
1835
Planned Solutions
California
$682K +$23.4K +288 +4%
BDL
1836
Bey-Douglas LLC
Georgia
$681K -$13.6K -168 -2%
JA
1837
JVL Associates
Michigan
$680K – – –
CWA
1838
Cura Wealth Advisors
Illinois
$680K +$48.7K +600 +8%
TFS
1839
truNorth Financial Services
Pennsylvania
$679K +$677K +8,346 New
FDCP
1840
Foster Dykema Cabot & Partners
Massachusetts
$678K – – –
FA
1841
Fermata Advisors
California
$674K +$76.4K +942 +13%
RWA
1842
Redhawk Wealth Advisors
Minnesota
$673K +$50.6K +624 +8%
IFS
1843
Integrated Financial Solutions
Virginia
$672K – – –
TCWA
1844
Turtle Creek Wealth Advisors
Texas
$668K – – –
PRAG
1845
Portfolio Resources Advisor Group
Florida
$668K +$667K +8,214 New
LDB
1846
Lee, Danner & Bass
Tennessee
$666K +$487 +6 +0.1%
IAP
1847
Indie Asset Partners
Indiana
$666K +$217K +2,676 +48%
AFTS
1848
American Financial & Tax Strategies
New York
$666K -$22.9K -282 -3%
IF
1849
Integrity Financial
Wyoming
$666K +$17K +210 +3%
CTB
1850
Country Trust Bank
Illinois
$665K -$5.84K -72 -0.9%