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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
2151
Laffer Tengler Investments
Tennessee
$275K -$68.5K -1,020 -20%
PJWM
2152
Philip James Wealth Mangement
Georgia
$274K +$403 +6 +0.2%
VP
2153
Verum Partners
North Carolina
$273K +$403 +6 +0.2%
BWP
2154
BSW Wealth Partners
Colorado
$273K – – –
TFA
2155
Teamwork Financial Advisors
Texas
$273K +$34.7K +516 +15%
FPL
2156
Fortress Private Ledger
North Carolina
$273K +$268K +3,996 New
JPWM
2157
Jamison Private Wealth Management
Georgia
$273K – – –
HNWA
2158
Henrickson Nauta Wealth Advisors
Michigan
$273K -$5.64K -84 -2%
CWM
2159
Chesapeake Wealth Management
Virginia
$272K +$267K +3,978 New
TCWM
2160
Total Clarity Wealth Management
Illinois
$271K +$1.61K +24 +0.6%
LAM
2161
Lifestyle Asset Management
Texas
$271K +$6.85K +102 +3%
MPW
2162
MGO Private Wealth
California
$270K – – –
NGA
2163
Naples Global Advisors
Florida
$268K +$264K +3,924 New
RS
2164
Retirement Solution
Washington
$268K +$43.1K +642 +20%
CPSAC
2165
Chas P. Smith & Associates (CPS)
Florida
$267K -$1.21K -18 -0.5%
AFG
2166
ABLE Financial Group
Arizona
$267K – – –
IA
2167
Inspire Advisors
Idaho
$265K +$48.8K +726 +23%
RWM
2168
Rockline Wealth Management
New York
$265K -$41.9K -624 -14%
JSSH
2169
J. Safra Sarasin Holding
$265K -$59.3K -882 -19%
PFM
2170
Phillips Financial Management
Indiana
$264K -$3.23K -48 -1%
SCM
2171
Stordahl Capital Management
Colorado
$264K +$259K +3,858 New
RH
2172
RFG Holdings
Texas
$263K +$258K +3,846 New
AWAG
2173
ARS Wealth Advisors Group
Florida
$262K – – –
BLC
2174
Brown, Lisle/Cummings
Rhode Island
$262K +$20.2K +300 +8%
PWS
2175
Physician Wealth Solutions
Nevada
$261K – – –