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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
226
GenWealth Group
New Jersey
$40.3M +$2.51M +38,136 +7%
JFA
227
JNBA Financial Advisors
Minnesota
$40M +$130K +1,968 +0.4%
TW
228
TritonPoint Wealth
Maryland
$39.6M -$734K -11,142 -2%
MFIM
229
Mesirow Financial Investment Management
Illinois
$39.2M +$4.53M +68,736 +15%
NOI
230
Newton One Investments
Delaware
$39.1M +$1.35M +20,562 +4%
PCM
231
Penserra Capital Management
California
$39.1M +$2.98M +45,306 +9%
SCA
232
Scott Capital Advisors
Oregon
$38.7M -$312K -4,746 -0.9%
AWM
233
AE Wealth Management
Kansas
$37.9M +$5.38M +81,642 +19%
RA
234
Rise Advisors
New York
$37.8M +$1.36M +20,700 +4%
SIM
235
Stratos Investment Management
Ohio
$37.5M +$2.25M +34,158 +7%
MOS
236
MGO One Seven
Ohio
$37.4M +$1.53M +23,304 +5%
MSA
237
Marino Stram & Associates
Massachusetts
$37.1M +$3.58M +54,390 +12%
RPGK
238
Retirement Planning Group (Kansas)
Kansas
$36.6M -$66.4K -1,008 -0.2%
DWP
239
Destiny Wealth Partners
Florida
$36.1M – – –
DWA
240
Dougherty Wealth Advisers
Minnesota
$36M -$3.68M -55,848 -10%
MMPW
241
Mitchell McLeod Pugh & Williams
Alabama
$35.7M +$2.47M +37,494 +8%
AIS
242
American Investment Services
Massachusetts
$35.7M -$8.74M -132,792 -21%
WP
243
Wealthspan Partners
Iowa
$35.2M +$105K +1,590 +0.3%
PFA
244
Pure Financial Advisors
California
$35.1M +$471K +7,158 +2%
SFP
245
Sandbox Financial Partners
Maryland
$35M +$438K +6,648 +1%
WMS
246
Wealth Management Strategies
Pennsylvania
$34.2M +$3.94M +59,790 +15%
GA
247
GoalVest Advisory
New York
$34.1M +$4.74K +72 +0%
TCM
248
TD Capital Management
Tennessee
$34M -$185K -2,808 -0.6%
LFGO
249
Legacy Financial Group (Oklahoma)
Oklahoma
$33.8M -$242K -3,672 -0.8%
LSPW
250
Lake Street Private Wealth
Illinois
$33.8M +$861K +13,080 +3%
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