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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
226
Prosperity Capital Advisors
Ohio
$30.2M -$18.9M -343,020 -39%
GFWA
227
Grey Fox Wealth Advisors
Delaware
$30M +$1.48M +26,874 +5%
SIA
228
Schechter Investment Advisors
Michigan
$30M -$419K -7,614 -1%
DWM
229
Dakota Wealth Management
Florida
$30M +$24.2M +439,596 +531%
IC
230
IEQ Capital
California
$29.9M -$360K -6,540 -1%
FAIM
231
Financial Advocates Investment Management
Washington
$29.7M -$392K -7,134 -1%
ECM
232
Evergreen Capital Management
Washington
$29.3M +$361K +6,570 +1%
BDWCC
233
B&D White Capital Company
Texas
$29.2M -$8.93M -162,312 -24%
RSWM
234
Robertson Stephens Wealth Management
California
$28.7M -$3.03M -55,182 -10%
MAM
235
Mainsail Asset Management
Alabama
$28.5M +$1.87M +34,044 +7%
TCM
236
TD Capital Management
Tennessee
$28.2M -$205K -3,726 -0.8%
LA
237
LVW Advisors
New York
$28M -$2.7M -49,032 -9%
FPIS
238
Financial Planning & Information Services
Wisconsin
$27.9M -$1.38M -25,122 -5%
TPCW
239
TD Private Client Wealth
New York
$27.6M -$1.14M -20,700 -4%
AA
240
Aire Advisors
California
$27.5M -$448K -8,154 -2%
BF
241
Blankinship & Foster
California
$27.3M +$363K +6,606 +1%
AHC
242
Anderson Hoagland & Co
Missouri
$27M +$1.2M +21,864 +5%
PF
243
Parker Financial
Washington
$26.8M -$1.39M -25,290 -5%
GA
244
GoalVest Advisory
New York
$26.8M +$2.54M +46,248 +11%
RWRC
245
R.W. Roge & Company
New York
$26.7M +$331K +6,012 +1%
MFIM
246
Mesirow Financial Investment Management
Illinois
$26.2M +$2.13M +38,760 +9%
WP
247
Wealthspan Partners
Iowa
$26M +$666K +12,114 +3%
TFA
248
Tobias Financial Advisors
Florida
$25.8M -$502K -9,126 -2%
DC
249
DeDora Capital
California
$25.8M -$54.8K -996 -0.2%
FIA
250
Foundations Investment Advisors
Arizona
$25.6M +$5.15M +93,702 +27%
8 9
10
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