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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1951
Welch Group
Alabama
$557K -$15.1K -186 -3%
NGA
1952
Naples Global Advisors
Florida
$557K +$238K +2,928 +75%
KFS
1953
Kelly Financial Services
Massachusetts
$556K -$108K -1,332 -16%
PGA
1954
Portland Global Advisors
Maine
$555K +$201K +2,478 +57%
FFP
1955
FourThought Financial Partners
Florida
$555K +$65.7K +810 +13%
RDWM
1956
Red Door Wealth Management
Tennessee
$553K -$74.5K -918 -12%
PFA
1957
Portland Financial Advisors
New York
$553K
TCM
1958
Twele Capital Management
Minnesota
$552K -$6.33K -78 -1%
AMBIA
1959
Allen Mooney & Barnes Investment Advisors
Georgia
$552K +$18K +222 +3%
NFTC
1960
North Forty Two & Co
Oregon
$550K
MWM
1961
MBE Wealth Management
Wisconsin
$550K -$8.77K -108 -2%
BWP
1962
BSW Wealth Partners
Colorado
$550K -$91.1K -1,122 -14%
WFS
1963
Widmann Financial Services
Maryland
$548K +$48.7K +600 +10%
HA
1964
Hegarty Advisors
New York
$547K +$546K +6,732 New
TWM
1965
TriaGen Wealth Management
California
$544K
CKAIS
1966
Christensen King & Associates Investment Services
Washington
$544K +$43.8K +540 +9%
ICMM
1967
Integrated Capital Management (Michigan)
Michigan
$544K -$8.77K -108 -2%
GC
1968
GFG Capital
Florida
$543K
PC
1969
Payne Capital
Oregon
$541K
BCM
1970
Boreal Capital Management
Florida
$540K
PFA
1971
Pinnacle Family Advisors
Missouri
$539K
WT
1972
Washington Trust
Rhode Island
$539K -$192K -2,370 -26%
DP
1973
Denver PWM
Colorado
$537K
RRWA
1974
Rainey & Randall Wealth Advisors
Florida
$537K
NWMG
1975
National Wealth Management Group
Ohio
$537K +$8.77K +108 +2%