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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
226
Perigon Wealth Management
California
$43.3M +$7.03M +91,998 +20%
MSA
227
Marino Stram & Associates
Massachusetts
$42.9M +$2.17M +28,428 +6%
NL
228
NWAM LLC
Washington
$42.5M -$1.1M -14,454 -3%
NOI
229
Newton One Investments
Delaware
$42.3M -$457K -5,976 -1%
GG
230
GenWealth Group
New Jersey
$42.3M -$1.72M -22,548 -4%
BRWA
231
B. Riley Wealth Advisors
Florida
$42.2M -$4.91M -64,242 -11%
FHC
232
First Horizon Corporation
Tennessee
$42M +$40.2M +525,426 New
MOS
233
MGO One Seven
Ohio
$41.4M +$431K +5,646 +1%
FH
234
FWG Holdings
Florida
$41M +$9.57M +125,178 +35%
SCA
235
Scott Capital Advisors
Oregon
$40.9M -$1.61M -21,078 -4%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.7M -$3.35M -43,866 -8%
RPGK
237
Retirement Planning Group (Kansas)
Kansas
$40.2M +$170K +2,220 +0.4%
DWP
238
Destiny Wealth Partners
Florida
$40.1M +$551K +7,206 +1%
SIM
239
Stratos Investment Management
Ohio
$40M -$991K -12,972 -3%
DWA
240
Dougherty Wealth Advisers
Minnesota
$40M +$520K +6,810 +1%
GAM
241
Gotham Asset Management
New York
$39.8M +$5.55M +72,666 +17%
SFP
242
Sandbox Financial Partners
Maryland
$39.7M +$1.34M +17,502 +4%
WMS
243
Wealth Management Strategies
Pennsylvania
$39.6M +$2.04M +26,694 +6%
FTS
244
Fifth Third Securities
Ohio
$39.2M +$3.53M +46,152 +10%
AFG
245
Atomi Financial Group
New York
$38.6M +$5.32M +69,558 +17%
GA
246
GoalVest Advisory
New York
$38.3M +$941K +12,312 +3%
AIS
247
American Investment Services
Massachusetts
$38.3M -$713K -9,324 -2%
WP
248
Wealthspan Partners
Iowa
$37.8M -$652K -8,532 -2%
QCM
249
Quantinno Capital Management
New York
$37.6M +$10.9M +142,170 +43%
JIC
250
Joel Isaacson & Co
New York
$37.4M +$2.29M +30,024 +7%
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