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Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.8B -$141M -2,101,458 -0.8%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$15.7B +$445K +6,630 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$11.7B +$2.19B +32,578,320 +23%
Morgan Stanley
4
Morgan Stanley
New York
$5.71B +$44M +655,512 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.36B -$31.1M -463,476 -0.9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$3.12B -$193M -2,877,306 -6%
UBS Group
7
UBS Group
Switzerland
$2.44B +$60M +892,542 +3%
LPL Financial
8
LPL Financial
California
$2.1B +$57.4M +854,076 +3%
Wells Fargo
9
Wells Fargo
California
$1.64B +$213M +3,177,390 +15%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$1.48B -$34.9M -519,690 -2%
Ameriprise
11
Ameriprise
Minnesota
$1.45B +$9.51M +141,630 +0.7%
EWA
12
EP Wealth Advisors
California
$1.32B +$20.2M +300,492 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.16B -$16.4M -244,782 -1%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$1.09B -$11.2M -166,704 -1%
RWP
15
RWA Wealth Partners
Massachusetts
$1.04B -$21.2M -316,104 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$971M +$953M +14,192,502 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$948M -$14.5M -215,610 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$847M +$40.7M +605,190 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$814M +$25.1M +373,266 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$790M +$31.5M +469,356 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$727M +$36.9M +549,546 +5%
DADC
22
D.A. Davidson & Co
Montana
$714M -$4.68M -69,714 -0.7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$700M +$37.1M +551,616 +6%
BL
24
Balentine LLC
Georgia
$696M -$14.8M -220,998 -2%
Mariner
25
Mariner
Kansas
$678M +$7.71M +114,720 +1%