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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BM
1926
Berman McAleer
Maryland
$471K +$449K +5,880 New
TTWM
1927
TCV Trust & Wealth Management
Virginia
$470K – – –
SFS
1928
Sharp Financial Services
Pennsylvania
$470K – – –
B
1929
Bailard
California
$468K – – –
TI
1930
Trexquant Investment
Connecticut
$467K -$99.5K -1,302 -18%
BBA
1931
Braun-Bostich & Associates
Pennsylvania
$465K – – –
TF
1932
Threadgill Financial
Texas
$465K +$444K +5,814 New
FWIA
1933
Fort Washington Investment Advisors
Ohio
$464K – – –
TA
1934
TrueWealth Advisors
Alabama
$464K -$5.04K -66 -1%
CS
1935
Capital Square
Tennessee
$463K -$56.4K -738 -11%
MA
1936
MAS Advisors
Florida
$462K -$20.2K -264 -4%
TI
1937
tru Independence
Oregon
$461K -$917 -12 -0.2%
FDCDDQ
1938
Federation des caisses Desjardins du Quebec
Quebec, Canada
$461K +$180K +2,358 +69%
WAM
1939
Weatherly Asset Management
California
$460K -$73.8K -966 -14%
WFS
1940
Weitzel Financial Services
Iowa
$460K – – –
GFG
1941
Goldstone Financial Group
Illinois
$460K -$44K -576 -9%
AUIM
1942
Aegon USA Investment Management
Iowa
$459K -$89.4K -1,170 -17%
APW
1943
Austin Private Wealth
Texas
$459K +$11.5K +150 +3%
WW
1944
Westshore Wealth
California
$459K +$8.25K +108 +2%
WA
1945
WealthTrust Axiom
Pennsylvania
$457K -$52.3K -684 -11%
AGWCA
1946
Annis Gardner Whiting Capital Advisors
Florida
$456K -$2.29K -30 -0.5%
MP
1947
Moment Partners
California
$456K -$69.2K -906 -14%
FLP
1948
Financial Life Planners
Arizona
$455K +$458 +6 +0.1%
TF
1949
Theory Financial
Colorado
$453K – – –
SFSG
1950
Sound Financial Strategies Group
Mississippi
$452K +$271K +3,540 +168%