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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VP
2151
Verum Partners
North Carolina
$273K +$403 +6 +0.2%
BWP
2152
BSW Wealth Partners
Colorado
$273K
TFA
2153
Teamwork Financial Advisors
Texas
$273K +$34.7K +516 +15%
FPL
2154
Fortress Private Ledger
North Carolina
$273K +$268K +3,996 New
JPWM
2155
Jamison Private Wealth Management
Georgia
$273K
HNWA
2156
Henrickson Nauta Wealth Advisors
Michigan
$273K -$5.64K -84 -2%
CWM
2157
Chesapeake Wealth Management
Virginia
$272K +$267K +3,978 New
TCWM
2158
Total Clarity Wealth Management
Illinois
$271K +$1.61K +24 +0.6%
LAM
2159
Lifestyle Asset Management
Texas
$271K +$6.85K +102 +3%
MPW
2160
MGO Private Wealth
California
$270K
NGA
2161
Naples Global Advisors
Florida
$268K +$264K +3,924 New
RS
2162
Retirement Solution
Washington
$268K +$43.1K +642 +20%
CPSAC
2163
Chas P. Smith & Associates (CPS)
Florida
$267K -$1.21K -18 -0.5%
AFG
2164
ABLE Financial Group
Arizona
$267K
IA
2165
Inspire Advisors
Idaho
$265K +$48.8K +726 +23%
RWM
2166
Rockline Wealth Management
New York
$265K -$41.9K -624 -14%
JSSH
2167
J. Safra Sarasin Holding
$265K -$59.3K -882 -19%
PFM
2168
Phillips Financial Management
Indiana
$264K -$3.23K -48 -1%
SCM
2169
Stordahl Capital Management
Colorado
$264K +$259K +3,858 New
RH
2170
RFG Holdings
Texas
$263K +$258K +3,846 New
AWAG
2171
ARS Wealth Advisors Group
Florida
$262K
BLC
2172
Brown, Lisle/Cummings
Rhode Island
$262K +$20.2K +300 +8%
PWS
2173
Physician Wealth Solutions
Nevada
$261K
RA
2174
Rockingstone Advisors
Massachusetts
$261K +$257K +3,822 New
PWH
2175
Priebe Wealth Holdings
Minnesota
$260K