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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
251
New York Life Investment Management
New York
$16.6M -$2.68M -68,856 -15%
BMM
252
Berkshire Money Management
Massachusetts
$16.6M +$175K +4,512 +1%
HIM
253
Hanlon Investment Management
New Jersey
$16.4M -$112K -2,886 -0.7%
EIP
254
Ellis Investment Partners
Pennsylvania
$16.2M +$188K +4,824 +1%
CA
255
Cetera Advisors
Colorado
$16.2M +$359K +9,234 +2%
VC
256
Veery Capital
Delaware
$16.2M -$582K -14,970 -4%
FPF
257
First Pacific Financial
Washington
$15.9M +$361K +9,294 +2%
HWA
258
Heartwood Wealth Advisors
Virginia
$15.9M -$180K -4,638 -1%
LFGO
259
Legacy Financial Group (Oklahoma)
Oklahoma
$15.8M +$199K +5,112 +1%
HWM
260
HFG Wealth Management
Texas
$15.7M +$14.7M +377,244 New
WF
261
Warner Financial
Maryland
$15.6M -$241K -6,204 -2%
SFI
262
SPC Financial Inc
Maryland
$15.6M +$14.2M +364,776 +3,781%
WAAG
263
Wealth Alliance Advisory Group
Kansas
$15.4M -$3.59M -92,352 -20%
RA
264
RFG Advisory
Alabama
$15.3M -$1.65M -42,540 -10%
FAIM
265
Financial Advocates Investment Management
Washington
$15.2M -$3.78M -97,248 -21%
BFA
266
Bragg Financial Advisors
North Carolina
$15.2M +$704K +18,108 +5%
RPWA
267
Regent Peak Wealth Advisors
Georgia
$15.2M -$468K -12,036 -3%
LNC
268
Lincoln National Corp
Pennsylvania
$15.1M +$1.39M +35,748 +11%
PWMG
269
Prestige Wealth Management Group
New Jersey
$15M -$210K -5,412 -1%
SL
270
Salomon & Ludwin
Virginia
$15M -$18.7K -480 -0.1%
OWA
271
Octavia Wealth Advisors
Ohio
$14.9M -$3.37M -86,598 -19%
HWM
272
HB Wealth Management
Georgia
$14.9M +$324K +8,328 +2%
APC
273
Aspire Private Capital
North Carolina
$14.8M -$675K -17,358 -5%
CFA
274
Cahill Financial Advisors
Minnesota
$14.5M +$11.1M +285,450 +448%
SIM
275
Stratos Investment Management
Ohio
$14.3M +$229K +5,898 +2%
9 10
11
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