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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
376
Baltimore-Washington Financial Advisors
Maryland
$16.7M +$1.41M +20,964 +8%
NFW
377
Noble Family Wealth
Florida
$16.7M -$2.13M -31,614 -10%
FGWP
378
Founders Grove Wealth Partners
Virginia
$16.7M +$860K +12,756 +5%
OBWP
379
O'Brien Wealth Partners
Massachusetts
$16.5M +$17.8K +264 +0.1%
GWSG
380
GPS Wealth Strategies Group
Colorado
$16.5M +$2.68M +39,750 +18%
V
381
VeraBank
Texas
$16.3M +$2.81M +41,742 +19%
SIM
382
Synergy Investment Management
Florida
$16.3M +$138K +2,040 +0.8%
G
383
GenTrust
Florida
$16.3M – – –
RF
384
Robinswood Financial
Washington
$15.9M -$214K -3,174 -1%
SWP
385
Stratos Wealth Partners
Ohio
$15.8M +$768K +11,394 +5%
GCP
386
Gill Capital Partners
Colorado
$15.7M +$715K +10,602 +4%
OIA
387
OneDigital Investment Advisors
Kansas
$15.4M -$4.2M -62,250 -20%
REMPR
388
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$152K +2,250 +0.9%
LRIA
389
Leonard Rickey Investment Advisors
Washington
$15.2M +$1.1M +16,362 +7%
NAMP
390
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.2M +$2.38M +35,352 +17%
LSIA
391
LaSalle St. Investment Advisors
Illinois
$15.2M +$1.87M +27,750 +13%
2L
392
25 LLC
Missouri
$15.1M +$1.1M +16,266 +7%
TDWM
393
Topel & Distasi Wealth Management
California
$15.1M +$446K +6,618 +3%
OW
394
Olistico Wealth
Oklahoma
$15.1M -$689K -10,212 -4%
FWP
395
Falcon Wealth Planning
California
$15M +$1.12M +16,656 +7%
SCM
396
SCS Capital Management
Massachusetts
$15M +$3.17M +47,034 +24%
RSWM
397
Robertson Stephens Wealth Management
California
$15M -$7.81M -115,878 -32%
GWM
398
Geneos Wealth Management
Colorado
$14.9M +$1.83M +27,078 +13%
HWA
399
Heartwood Wealth Advisors
Virginia
$14.9M -$3.44M -50,988 -17%
QCM
400
Quantinno Capital Management
New York
$14.9M +$4.62M +68,496 +40%
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16
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