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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
351
Alley Company
Illinois
$1.16M -$336K -14,634 -23%
LSA
352
L & S Advisors
California
$1.15M +$285K +12,426 +34%
TA
353
Tiedemann Advisors
New York
$1.15M -$246K -10,716 -18%
WI
354
WrapManager Inc
California
$1.15M -$9.37K -408 -0.8%
BAM
355
Belpointe Asset Management
Nevada
$1.13M +$322K +14,022 +41%
KLI
356
Kelman-Lazarov Inc
Tennessee
$1.12M +$78.1K +3,402 +8%
MSA
357
Marino Stram & Associates
Massachusetts
$1.1M +$1.08M +46,980 New
HTC
358
Haverford Trust Company
Pennsylvania
$1.07M +$616K +26,844 +144%
SWM
359
Stockman Wealth Management
Montana
$1.06M -$94.3K -4,110 -8%
EVM
360
Eaton Vance Management
Massachusetts
$1.06M -$131K -5,712 -11%
SMG
361
Spectrum Management Group
Indiana
$1.06M – – –
SBH
362
Segall Bryant & Hamill
Illinois
$1.02M -$457K -19,920 -31%
MCM
363
McMillion Capital Management
North Carolina
$1.02M – – –
HCA
364
Harbour Capital Advisors
Virginia
$1.02M +$24.1K +1,050 +2%
CIC
365
Carnegie Investment Counsel
Ohio
$1.01M +$120K +5,238 +14%
EAMA
366
EFG Asset Management (Americas)
Florida
$1.01M – – –
SPC
367
Sigma Planning Corp
Michigan
$1M -$324K -14,112 -25%
MWM
368
Meridian Wealth Management
Kentucky
$995K +$25.2K +1,098 +3%
BJL
369
Brighton Jones LLC
Washington
$994K -$47.7K -2,076 -5%
RPGK
370
Retirement Planning Group (Kansas)
Kansas
$994K +$38K +1,656 +4%
BF
371
BOK Financial
Oklahoma
$980K -$11.2K -486 -1%
PA
372
Parallel Advisors
California
$974K +$48.2K +2,100 +5%
UR
373
USCA RIA
Texas
$965K +$473K +20,610 +100%
DWM
374
Doyle Wealth Management
Florida
$947K +$3.86K +168 +0.4%
LP
375
LGL Partners
Pennsylvania
$939K – – –
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15
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