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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
251
Daniels + Tansey
Delaware
$11.6M +$165K +4,140 +2%
RSWM
252
Robertson Stephens Wealth Management
California
$11.4M +$215K +5,382 +2%
PRWA
253
Platte River Wealth Advisors
Colorado
$11.4M +$1.05M +26,292 +11%
SAM
254
SP Asset Management
California
$11.4M +$510K +12,774 +5%
BDF
255
Black Diamond Financial
Maryland
$11.4M -$96.5K -2,418 -0.9%
MA
256
MONECO Advisors
Connecticut
$11.3M -$206K -5,154 -2%
HFS
257
Horizon Financial Services
North Carolina
$11.3M -$133K -3,342 -1%
MCM
258
Manchester Capital Management
Vermont
$11.2M – – –
CA
259
Cetera Advisors
Colorado
$11.2M -$14.6K -366 -0.1%
LNC
260
Lincoln National Corp
Pennsylvania
$10.9M +$615K +15,408 +6%
AWA
261
Arete Wealth Advisors
Illinois
$10.9M -$17M -426,108 -62%
IWA
262
IVC Wealth Advisors
Pennsylvania
$10.9M +$10.3M +257,322 New
BCM
263
BTC Capital Management
Iowa
$10.9M -$9.1K -228 -0.1%
LSPW
264
Lake Street Private Wealth
Illinois
$10.8M -$357K -8,946 -3%
MSA
265
Marino Stram & Associates
Massachusetts
$10.8M +$163K +4,086 +2%
BFA
266
Bragg Financial Advisors
North Carolina
$10.8M +$58.2K +1,458 +0.6%
CFS
267
Cannon Financial Strategists
Georgia
$10.6M +$98.9K +2,478 +1%
TCPWM
268
Traverso Chambers Private Wealth Management
California
$10.6M -$331K -8,286 -3%
CAM
269
Cresset Asset Management
Illinois
$10.5M +$899K +22,530 +10%
ODIJL
270
One Day In July LLC
Vermont
$10.5M +$900K +22,560 +10%
A
271
AdvicePeriod
California
$10.5M +$2.16M +54,006 +28%
SIA
272
Strategic Investment Advisors
Michigan
$10.4M +$912K +22,842 +10%
FPF
273
First Pacific Financial
Washington
$10.4M +$299K +7,482 +3%
FHA
274
Flagship Harbor Advisors
Massachusetts
$10.4M +$1.1M +27,462 +13%
APSP
275
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M -$2.78M -69,660 -22%
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