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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2301
Total Investment Management
Arizona
$208K +$187K +2,844 New
GWA
2302
Gutierrez Wealth Advisory
Arkansas
$207K +$186K +2,832 New
ATFA
2303
All Terrain Financial Advisors
Minnesota
$206K +$186K +2,826 New
RMC
2304
Ring Mountain Capital
California
$206K +$182K +2,760 New
EC
2305
EdgeRock Capital
Colorado
$206K +$186K +2,820 New
CFIA
2306
Cantor Fitzgerald Investment Advisors
New York
$205K -$193K -2,934 -51%
I
2307
IMPACTfolio
Colorado
$203K +$183K +2,784 New
GRR
2308
Golden Reserve Retirement
Ohio
$203K +$183K +2,778 New
NFA
2309
Northwest Financial Advisors
Virginia
$203K +$183K +2,772 New
GWM
2310
Gitterman Wealth Management
New Jersey
$202K +$183K +2,772 New
EA
2311
Evergreen Advisors
Tennessee
$202K +$182K +2,766 New
EC
2312
Eaton-Cambridge
Arizona
$202K +$182K +2,766 New
AP
2313
Atwood & Palmer
Missouri
$202K – – –
LS
2314
Leelyn Smith
Illinois
$202K +$182K +2,760 New
ICM
2315
IMS Capital Management
Oregon
$201K +$181K +2,742 New
SHIM
2316
Stone House Investment Management
Pennsylvania
$200K +$140K +2,124 +347%
SNB
2317
Security National Bank
Nebraska
$197K – – –
LAM
2318
Lynch Asset Management
Pennsylvania
$194K +$175K +2,658 New
HNW
2319
High Note Wealth
Minnesota
$192K – – –
S
2320
Sachetta
Massachusetts
$188K -$21.7K -330 -11%
LWA
2321
Lowe Wealth Advisors
Maryland
$188K – – –
AIP
2322
Ameritas Investment Partners
Nebraska
$186K -$29.6K -450 -15%
BIG
2323
Brooklyn Investment Group
New York
$186K +$40.7K +618 +32%
DSC
2324
Duncker Streett & Co
Missouri
$185K – – –
MCA
2325
Maryland Capital Advisors
Maryland
$185K – – –