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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
1876
EFG International
$638K +$636K +7,842 New
GWM
1877
Gilpin Wealth Management
Colorado
$636K +$635K +7,824 New
WIM
1878
WealthPlan Investment Management
Nebraska
$636K +$43.8K +540 +7%
MWM
1879
Mosley Wealth Management
California
$636K +$635K +7,830 New
PA
1880
PW Advisors
Florida
$634K +$633K +7,800 New
FSA
1881
Financial Security Advisor
Virginia
$634K +$974 +12 +0.2%
PWM
1882
Peak Wealth Management
New Hampshire
$633K +$632K +7,782 New
PCM
1883
Pointe Capital Management
Michigan
$632K – – –
GWM
1884
GK Wealth Management
Nevada
$631K +$281K +3,468 +81%
MGWA
1885
Monument Group Wealth Advisors
Massachusetts
$621K +$190K +2,346 +44%
CFP
1886
Cascade Financial Partners
California
$620K – – –
PFSC
1887
Peoples Financial Services Corp
Pennsylvania
$620K -$58.4K -720 -9%
SWM
1888
SigFig Wealth Management
California
$620K -$1.95K -24 -0.3%
SIAP
1889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$618K -$4.38K -54 -0.7%
TAM
1890
Townsend Asset Management
North Carolina
$618K -$56K -690 -8%
EI
1891
Ellevest Inc
New York
$616K -$47.2K -582 -7%
FCC
1892
Flower City Capital
New York
$616K -$974 -12 -0.2%
SLC
1893
Second Line Capital
Louisiana
$616K +$80.8K +996 +15%
CIA
1894
Cladis Investment Advisory
Montana
$615K -$17K -210 -3%
EL
1895
Essex LLC
Illinois
$614K +$487 +6 +0.1%
Jane Street
1896
Jane Street
New York
$614K -$4.13M -50,922 -87%
GB
1897
Goepper Burkhardt
South Carolina
$614K -$258K -3,180 -30%
HW
1898
Hamilton Wealth
California
$613K +$246K +3,036 +67%
RS
1899
Retirement Solution
Washington
$613K +$55K +678 +10%
AMCA
1900
Arthur M. Cohen & Associates
Illinois
$612K +$17.5K +216 +3%