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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
376
Bay Colony Advisors
Massachusetts
$15.8M -$116K -1,986 -0.8%
OBWG
377
Onyx Bridge Wealth Group
New York
$15.7M -$4.91M -84,180 -25%
QWP
378
Quotient Wealth Partners
Texas
$15.6M -$2.46M -42,204 -14%
WA
379
Win Advisors
Florida
$15.4M +$14.4M +246,522 New
AAS
380
Ameritas Advisory Services
Nebraska
$15.3M +$424K +7,272 +3%
FSA
381
Financial Services Advisory
Maryland
$15.2M +$14.2M +243,984 New
TDWM
382
Topel & Distasi Wealth Management
California
$15.2M +$114K +1,950 +0.8%
PA
383
Planning Alternatives
Michigan
$15.1M -$11.2K -192 -0.1%
KCM
384
Kennicott Capital Management
California
$15.1M -$155K -2,658 -1%
LIG
385
Lokken Investment Group
Delaware
$14.9M +$671K +11,502 +5%
FA
386
FC Advisory
Pennsylvania
$14.8M -$461K -7,908 -3%
KNFPWM
387
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.8M -$435K -7,452 -3%
OW
388
Olistico Wealth
Oklahoma
$14.7M +$245K +4,194 +2%
PIA
389
Pinion Investment Advisors
Kansas
$14.7M -$413K -7,074 -3%
GCP
390
Gill Capital Partners
Colorado
$14.6M +$266K +4,560 +2%
MBTD
391
Mechanics Bank - Trust Department
California
$14.5M -$942K -16,158 -6%
RFG
392
REAP Financial Group
Texas
$14.5M -$231K -3,960 -2%
DI
393
DDFG Inc
California
$14.4M -$188K -3,222 -1%
SWP
394
Stratos Wealth Partners
Ohio
$14.4M -$728K -12,480 -5%
GDP
395
Great Diamond Partners
Maine
$14.4M -$265K -4,536 -2%
FWP
396
Falcon Wealth Planning
California
$14.3M -$7.52M -128,958 -36%
LRIA
397
Leonard Rickey Investment Advisors
Washington
$14.2M +$651K +11,166 +5%
SHF
398
Stage Harbor Financial
Massachusetts
$14.2M +$412K +7,068 +3%
PWS
399
Peterson Wealth Services
Utah
$14.2M -$953K -16,350 -7%
WRPWM
400
Werba Rubin Papier Wealth Management
California
$14.1M +$5.16M +88,530 +64%
14 15
16
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