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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2026
Pacific Center for Financial Services
California
$47.8K +$30.7K +558 +202%
PGAM
2027
Princeton Global Asset Management
New Jersey
$47.8K +$45.9K +834 New
AWM
2028
Avondale Wealth Management
Texas
$45.8K – – –
PWMA
2029
Pension & Wealth Management Advisors
Massachusetts
$43.8K – – –
OCM
2030
Orion Capital Management
California
$43.7K – – –
SCA
2031
Stuart Chaussee & Associates
California
$39.9K +$38.3K +696 New
MSS
2032
Mitchell Sinkler & Starr
Pennsylvania
$35.8K -$81.2K -1,476 -70%
TCM
2033
TruNorth Capital Management
Michigan
$35.8K +$34.3K +624 New
AFS
2034
Annapolis Financial Services
Maryland
$35.5K -$13.5K -246 -28%
CWM
2035
Compass Wealth Management
Connecticut
$35.5K – – –
CWP
2036
Concord Wealth Partners
Virginia
$35.2K -$46.5K -846 -58%
MWM
2037
Mascoma Wealth Management
New Hampshire
$34.4K -$12.5K -228 -28%
VCM
2038
Versant Capital Management
Arizona
$34.4K -$4.29K -78 -12%
FDP
2039
Financiere des Professionnels
Quebec, Canada
$34.4K – – –
SN
2040
Sittner & Nelson
Oregon
$34.4K – – –
RMC
2041
Resources Management Corp
Connecticut
$34K – – –
AI
2042
Arvest Investments
Arkansas
$33.7K – – –
NECFA
2043
New England Capital Financial Advisors
Connecticut
$32.8K – – –
BWP
2044
Baldwin Wealth Partners
Massachusetts
$32K – – –
UIA
2045
Ulland Investment Advisors
Minnesota
$31K – – –
EW
2046
Element Wealth
Mississippi
$30.3K +$8.25K +150 +40%
NB
2047
NBT Bank
New York
$30.3K +$29K +528 New
NRG
2048
Nemes Rush Group
Michigan
$29.9K – – –
Allspring Global Investments
2049
Allspring Global Investments
North Carolina
$29.9K – – –
SFC
2050
SYM Financial Corp
Indiana
$29.9K – – –