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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
351
L & S Advisors
California
$1.15M +$285K +12,426 +34%
TA
352
Tiedemann Advisors
New York
$1.15M -$246K -10,716 -18%
WI
353
WrapManager Inc
California
$1.15M -$9.37K -408 -0.8%
BAM
354
Belpointe Asset Management
Nevada
$1.13M +$322K +14,022 +41%
KLI
355
Kelman-Lazarov Inc
Tennessee
$1.12M +$78.1K +3,402 +8%
MSA
356
Marino Stram & Associates
Massachusetts
$1.1M +$1.08M +46,980 New
HTC
357
Haverford Trust Company
Pennsylvania
$1.07M +$616K +26,844 +144%
SWM
358
Stockman Wealth Management
Montana
$1.06M -$94.3K -4,110 -8%
EVM
359
Eaton Vance Management
Massachusetts
$1.06M -$131K -5,712 -11%
SMG
360
Spectrum Management Group
Indiana
$1.06M – – –
SBH
361
Segall Bryant & Hamill
Illinois
$1.02M -$457K -19,920 -31%
MCM
362
McMillion Capital Management
North Carolina
$1.02M – – –
HCA
363
Harbour Capital Advisors
Virginia
$1.02M +$24.1K +1,050 +2%
CIC
364
Carnegie Investment Counsel
Ohio
$1.01M +$120K +5,238 +14%
EAMA
365
EFG Asset Management (Americas)
Florida
$1.01M – – –
SPC
366
Sigma Planning Corp
Michigan
$1M -$324K -14,112 -25%
MWM
367
Meridian Wealth Management
Kentucky
$995K +$25.2K +1,098 +3%
BJL
368
Brighton Jones LLC
Washington
$994K -$47.7K -2,076 -5%
RPGK
369
Retirement Planning Group (Kansas)
Kansas
$994K +$38K +1,656 +4%
BF
370
BOK Financial
Oklahoma
$980K -$11.2K -486 -1%
PA
371
Parallel Advisors
California
$974K +$48.2K +2,100 +5%
UR
372
USCA RIA
Texas
$965K +$473K +20,610 +100%
DWM
373
Doyle Wealth Management
Florida
$947K +$3.86K +168 +0.4%
LP
374
LGL Partners
Pennsylvania
$939K – – –
OPWM
375
Oak Point Wealth Management
Michigan
$932K +$908K +39,570 New
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