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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
2026
Garrett Wealth Advisory Group
Texas
$437K -$30.8K -396 -6%
HP
2027
Haven Private
Florida
$436K +$466K +5,994 New
KFS
2028
Kelly Financial Services
Massachusetts
$434K -$67.7K -870 -13%
MAM
2029
McLaughlin Asset Management
Illinois
$434K +$463K +5,958 New
CWMGP
2030
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$434K +$467 +6 +0.1%
SPG
2031
Strategic Planning Group
Utah
$433K
AWA
2032
Amplius Wealth Advisors
Pennsylvania
$433K +$467 +6 +0.1%
VCM
2033
Vivaldi Capital Management
Illinois
$432K -$93.8K -1,206 -17%
MWM
2034
MOR Wealth Management
Pennsylvania
$431K -$208K -2,670 -31%
SRCM
2035
Signature Resources Capital Management
California
$431K -$467 -6 -0.1%
PWM
2036
Penobscot Wealth Management
Maine
$430K -$29.4K -378 -6%
WFS
2037
Weitzel Financial Services
Iowa
$429K +$3.73K +48 +0.8%
TF
2038
Threadgill Financial
Texas
$429K
TI
2039
tru Independence
Oregon
$429K +$9.8K +126 +2%
BWP
2040
Burling Wealth Partners
Illinois
$428K +$47.6K +612 +12%
TTWM
2041
TCV Trust & Wealth Management
Virginia
$428K
SF
2042
Slagle Financial
Illinois
$428K -$9.34K -120 -2%
WPA
2043
West Paces Advisors
Georgia
$428K -$55.5K -714 -11%
BM
2044
Berman McAleer
Maryland
$428K
PWM
2045
Praetorian Wealth Management
California
$427K
EI
2046
Ethic Inc
New York
$427K +$456K +5,862 New
HFS
2047
Horizon Financial Services
North Carolina
$426K
BFG
2048
Bouchey Financial Group
New York
$426K -$762K -9,798 -64%
FWM
2049
FLP Wealth Management
Arkansas
$425K -$3.27K -42 -0.7%
VF
2050
Vawter Financial
Ohio
$425K -$7.93K -102 -2%