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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
351
Piedmont Capital Management (Montana)
Montana
$23.3M +$22.2M +290,694 New
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$22.9M -$550K -7,194 -2%
BHWM
353
Bay Harbor Wealth Management
Maryland
$22.8M -$4.58K -60 -0%
NFW
354
Noble Family Wealth
Florida
$22.8M -$380K -4,974 -2%
GP
355
Guardian Partners
Canada
$22.7M -$21.5M -281,280 -50%
RSWM
356
Robertson Stephens Wealth Management
California
$22.7M -$2.13M -27,858 -9%
IWA
357
IVC Wealth Advisors
Pennsylvania
$22.4M +$69.7K +912 +0.3%
2L
358
25 LLC
Missouri
$22.4M +$569K +7,452 +3%
PP
359
Prosperity Planning
Missouri
$22.4M -$60.5K -792 -0.3%
BWFA
360
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$740K +9,684 +4%
DWM
361
Dakota Wealth Management
Florida
$22.1M -$1.35M -17,604 -6%
OBWP
362
O'Brien Wealth Partners
Massachusetts
$22.1M +$562K +7,356 +3%
RWS
363
Rochester Wealth Strategies
Michigan
$22.1M -$2.42M -31,632 -10%
RPWA
364
Regent Peak Wealth Advisors
Georgia
$22.1M +$21.1M +276,090 New
TC
365
Tenret Company
Florida
$22M -$128K -1,680 -0.6%
LFP
366
Leeward Financial Partners
Washington
$22M +$149K +1,950 +0.7%
MA
367
MONECO Advisors
Connecticut
$22M -$1.01M -13,176 -5%
OIA
368
OneDigital Investment Advisors
Kansas
$21.7M +$986K +12,906 +5%
FGWP
369
Founders Grove Wealth Partners
Virginia
$21.5M -$1.24M -16,170 -6%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$21.3M +$2.51M +32,832 +14%
AF
371
Advisornet Financial
Minnesota
$21.2M +$1.28M +16,692 +7%
AUB
372
Atlantic Union Bankshares
Virginia
$21.1M +$1.8M +23,574 +10%
BSSFA
373
Baron Silver Stevens Financial Advisors
Florida
$21.1M -$2.45M -32,040 -11%
SFM
374
Signet Financial Management
New Jersey
$21M -$114K -1,488 -0.6%
SHF
375
Stage Harbor Financial
Massachusetts
$21M +$268K +3,510 +1%
13 14
15
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