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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Joel Isaacson & Co
New York
$36M +$1.99M +25,578 +5%
FTS
252
Fifth Third Securities
Ohio
$35.9M +$738K +9,486 +2%
SIM
253
Stratos Investment Management
Ohio
$35.4M -$664K -8,532 -2%
LSPW
254
Lake Street Private Wealth
Illinois
$35.4M +$867K +11,148 +2%
HWM
255
HB Wealth Management
Georgia
$35.3M +$1.95M +25,086 +5%
ASN
256
Advisory Services Network
Georgia
$34.9M +$2.86M +36,732 +8%
AWMNH
257
Arcadia Wealth Management (New Hampshire)
New Hampshire
$34.7M +$1.91M +24,612 +5%
AHC
258
Anderson Hoagland & Co
Missouri
$34.7M +$2.93M +37,686 +9%
AIS
259
American Investment Services
Massachusetts
$34.6M +$54.1K +696 +0.1%
CB
260
Commerce Bank
Missouri
$34.5M +$8.61M +110,718 +30%
MFS
261
McNamara Financial Services
Massachusetts
$33.9M +$695K +8,928 +2%
TCM
262
TD Capital Management
Tennessee
$33.5M -$169K -2,178 -0.5%
PFA
263
Pure Financial Advisors
California
$33.5M +$377K +4,842 +1%
FAP
264
Financial Advisory Partners
Florida
$33.4M +$2.99M +38,412 +9%
BFA
265
Bragg Financial Advisors
North Carolina
$33.3M +$2.51M +32,292 +8%
WP
266
Wealthspan Partners
Iowa
$32.9M -$170K -2,184 -0.5%
MW
267
Marble Wealth
Alabama
$32.6M -$1.68M -21,570 -5%
VWM
268
Venturi Wealth Management
Texas
$32.6M -$100M -1,289,052 -74%
AA
269
Aire Advisors
California
$32.5M +$415K +5,334 +1%
WIM
270
Warwick Investment Management
Texas
$31.8M +$11.9M +153,600 +54%
LFGO
271
Legacy Financial Group (Oklahoma)
Oklahoma
$31.7M +$154K +1,980 +0.5%
RPGK
272
Retirement Planning Group (Kansas)
Kansas
$31.7M -$708K -9,102 -2%
DWA
273
Dougherty Wealth Advisers
Minnesota
$31.7M -$4.25M -54,570 -11%
TFG
274
Tilson Financial Group
New Jersey
$31.6M +$1.3M +16,704 +4%
KWM
275
Kingsview Wealth Management
Oregon
$31.5M +$1.27M +16,362 +4%
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