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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1951
Integrity Financial
Wyoming
$225K
VBFP
1952
Valtinson Bruner Financial Planning
Minnesota
$224K -$10.5K -180 -5%
VFG
1953
Valley Financial Group
Pennsylvania
$223K -$3.5K -60 -2%
SHFA
1954
SC&H Financial Advisors
Maryland
$222K
WFC
1955
Western Financial Corp
California
$222K
ACA
1956
Atlas Capital Advisors
Wyoming
$221K
ORC
1957
O'Rourke & Company
Massachusetts
$221K +$2.8K +48 +1%
SRA
1958
Secured Retirement Advisors
Minnesota
$220K
SC
1959
Stephenson & Company
California
$219K
RGF
1960
Retirement Guys Formula
Ohio
$218K +$204K +3,492 New
APA
1961
Astoria Portfolio Advisors
New York
$217K +$203K +3,480 New
FC
1962
Financial Council
Maryland
$217K +$203K +3,480 New
DWA
1963
Douglass Winthrop Advisors
New York
$217K +$203K +3,474 New
MWM
1964
MorganRosel Wealth Management
Colorado
$217K +$203K +3,474 New
ATFA
1965
All Terrain Financial Advisors
Minnesota
$216K +$202K +3,468 New
CA
1966
Crewe Advisors
Utah
$215K +$85.7K +1,470 +74%
FIB
1967
First Interstate Bank
Montana
$215K +$201K +3,450 New
OPW
1968
Oxler Private Wealth
New York
$215K +$201K +3,450 New
VC
1969
Veracity Capital
Georgia
$214K +$200K +3,438 New
SCG
1970
Sonata Capital Group
Washington
$214K +$200K +3,438 New
TIA
1971
Traphagen Investment Advisors
New Jersey
$213K +$199K +3,420 New
MWA
1972
Moser Wealth Advisors
Washington
$213K +$33.2K +570 +20%
JCM
1973
Janney Capital Management
Pennsylvania
$213K +$199K +3,414 New
SOAG
1974
Silver Oak Advisory Group
Oregon
$212K +$198K +3,402 New
AA
1975
Aufman Associates
Pennsylvania
$212K +$198K +3,402 New