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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
2101
Tarbox Family Office
California
$398K – – –
RT
2102
Rockland Trust
Massachusetts
$398K +$1.87K +24 +0.4%
GIM
2103
Goelzer Investment Management
Indiana
$398K +$133K +1,716 +46%
SKK
2104
Shepherd Kaplan Krochuk
Massachusetts
$397K -$62.5K -804 -13%
VP
2105
Verum Partners
North Carolina
$396K +$73.3K +942 +21%
MWP
2106
Meridian Wealth Partners
Pennsylvania
$396K +$21.9K +282 +5%
HPWM
2107
High Point Wealth Management
New Jersey
$396K -$46.7K -600 -10%
MBT
2108
Montecito Bank & Trust
California
$394K +$38.7K +498 +10%
CTA
2109
Camelot Technology Advisors
California
$393K – – –
AP
2110
Appleton Partners
Massachusetts
$393K – – –
CWA
2111
Continuum Wealth Advisors
New York
$393K -$367K -4,722 -47%
NF
2112
Napier Financial
Massachusetts
$391K +$418K +5,376 New
FS
2113
Ferguson Shapiro
Georgia
$391K – – –
HPC
2114
HM Payson & Co
Maine
$390K +$21.5K +276 +5%
DOA
2115
D'Orazio & Associates
Virginia
$389K – – –
IP
2116
Investment Partners
Ohio
$388K +$62.5K +804 +18%
FFG
2117
Fortress Financial Group
Minnesota
$387K – – –
CA
2118
Cresta Advisors
Texas
$385K -$467 -6 -0.1%
STA
2119
Smith Thornton Advisors
Alabama
$385K – – –
6SA
2120
6th Street Advisors
Alabama
$384K +$411K +5,280 New
CCAL
2121
City Center Advisors LLC
Michigan
$384K +$13.5K +174 +3%
LI
2122
LVZ Inc
Michigan
$384K -$15.9K -204 -4%
DAC
2123
Dividend Assets Capital
South Carolina
$384K – – –
GCM
2124
Gallacher Capital Management
Colorado
$384K – – –
FFP
2125
Forbes Financial Planning
Rhode Island
$383K – – –