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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
2326
Total Clarity Wealth Management
Illinois
$317K +$60.9K +750 +24%
NLWP
2327
Next Level Wealth Planning
Idaho
$317K +$7.3K +90 +2%
R
2328
Rebalance
California
$316K -$295K -3,630 -48%
5SA
2329
5th Street Advisors
Connecticut
$315K +$315K +3,876 New
CPC
2330
Cookson Peirce & Co
Pennsylvania
$315K – – –
VWM
2331
Vigil Wealth Management
Florida
$314K +$313K +3,858 New
SGWM
2332
Sterling Group Wealth Management
California
$314K – – –
AIA
2333
Accelerate Investment Advisors
California
$314K +$14.1K +174 +5%
GPA
2334
Guidance Point Advisors
Massachusetts
$311K +$15.1K +186 +5%
TC
2335
Town Capital
Maryland
$311K +$311K +3,828 New
CCA
2336
Cadent Capital Advisors
Oklahoma
$311K – – –
PWS
2337
Physician Wealth Solutions
Nevada
$311K – – –
PWA
2338
PCG Wealth Advisors
Kansas
$311K +$72.6K +894 +31%
UB
2339
Umpqua Bank
Oregon
$310K – – –
HWA
2340
HighRoad Wealth Advisors
Oregon
$309K +$308K +3,798 New
GS
2341
GTS Securities
Florida
$308K -$2.16M -26,616 -88%
OWP
2342
ORG Wealth Partners
Texas
$308K +$5.84K +72 +2%
BIAS
2343
Beacon Investment Advisory Services
New Jersey
$307K +$100K +1,236 +49%
WA
2344
Waddell & Associates
Tennessee
$307K +$35.1K +432 +13%
LCWP
2345
Legacy Capital Wealth Partners
Arkansas
$307K -$72.6K -894 -19%
Luther King Capital Management (LKCM)
2346
Luther King Capital Management (LKCM)
Texas
$306K – – –
CCG
2347
Ceeto Capital Group
Florida
$306K – – –
Manulife (Manufacturers Life Insurance)
2348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$306K +$305K +3,762 New
GIM
2349
Goelzer Investment Management
Indiana
$305K -$41.4K -510 -12%
BC
2350
BDFS Capital
Delaware
$304K +$304K +3,744 New