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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WQ
2226
Wealth Quarterback
New Jersey
$392K +$27.5K +327 +8%
JWBC
2227
J.W. Burns & Co
New York
$391K
WIM
2228
Waycross Investment Management
Washington
$391K +$138K +1,638 +57%
TWP
2229
Tempus Wealth Planning
California
$390K +$1.18K +14 +0.3%
TWM
2230
Trevian Wealth Management
Massachusetts
$390K
SWM
2231
StoneCrest Wealth Management
Arizona
$389K -$23K -273 -6%
UBG
2232
United Bank (Georgia)
Georgia
$389K
Barclays
2233
Barclays
United Kingdom
$389K
LI
2234
LMCG Investments
Massachusetts
$388K -$4.46K -53 -1%
RWP
2235
Ridgecrest Wealth Partners
California
$387K
MC
2236
Matisse Capital
Oregon
$386K
CWWM
2237
Clear Wave Wealth Management
New Jersey
$386K +$6.14K +73 +2%
TBT
2238
Texas Bank & Trust
Texas
$385K
IWA
2239
Independent Wealth Advisors
North Carolina
$385K
PHAM
2240
Palisades Hudson Asset Management
Florida
$385K +$376K +4,464 New
LCS
2241
Levin Capital Strategies
New York
$385K +$376K +4,466 New
PCM
2242
Permanent Capital Management
Illinois
$385K +$376K +4,466 New
C
2243
Croban
Ohio
$384K
NP
2244
Nilsine Partners
Colorado
$383K -$1.78M -21,200 -83%
AUIM
2245
Aegon USA Investment Management
Iowa
$383K -$109K -1,300 -23%
UB
2246
Umpqua Bank
Oregon
$382K -$2.52K -30 -0.7%
SAM
2247
Sagewood Asset Management
New York
$382K
AWA
2248
Adapt Wealth Advisors
Georgia
$381K +$84 +1 +0%
NB
2249
NBT Bank
New York
$381K -$44.4K -528 -11%
JSA
2250
Jacobson & Schmitt Advisors
Wisconsin
$381K