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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
376
Legacy Edge Advisors
New York
$22.8M +$22.8M +280,332 New
BHWM
377
Bay Harbor Wealth Management
Maryland
$22.8M -$383K -4,716 -2%
RA
378
RFG Advisory
Alabama
$22.8M -$7.04M -86,790 -24%
PP
379
Prosperity Planning
Missouri
$22.8M +$9.25K +114 +0%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$22.8M +$1.13M +13,878 +5%
ORL
381
Oak Root LLC
California
$22.7M -$1.26M -15,576 -5%
VA
382
VestGen Advisors
Illinois
$22.7M -$1.29M -15,900 -5%
IWA
383
IVC Wealth Advisors
Pennsylvania
$22.7M -$170K -2,094 -0.7%
RWS
384
Rochester Wealth Strategies
Michigan
$22.6M +$116K +1,434 +0.5%
BDWCC
385
B&D White Capital Company
Texas
$22.6M -$3.83M -47,136 -15%
RPWA
386
Regent Peak Wealth Advisors
Georgia
$22.4M -$79.9K -984 -0.4%
OBWP
387
O'Brien Wealth Partners
Massachusetts
$22.2M -$300K -3,702 -1%
SC
388
Sapient Capital
Indiana
$22.2M +$3.14M +38,664 +17%
MA
389
MONECO Advisors
Connecticut
$22.1M -$299K -3,684 -1%
LOWM
390
Laurel Oak Wealth Management
New Jersey
$22M +$21.9M +270,378 New
TC
391
Tenret Company
Florida
$21.9M -$494K -6,090 -2%
SHF
392
Stage Harbor Financial
Massachusetts
$21.7M +$404K +4,974 +2%
NAMP
393
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$21.7M +$447K +5,502 +2%
OCM
394
One Capital Management
California
$21.7M +$2.41M +29,682 +13%
LRIA
395
Leonard Rickey Investment Advisors
Washington
$21.6M +$754K +9,288 +4%
SAM
396
Smartleaf Asset Management
Massachusetts
$21.6M +$13M +159,618 +153%
BW
397
BIP Wealth
Georgia
$21.6M +$1.8M +22,236 +9%
LFP
398
Leeward Financial Partners
Washington
$21.4M -$1M -12,372 -4%
FGWP
399
Founders Grove Wealth Partners
Virginia
$21.3M -$508K -6,258 -2%
WRPWM
400
Werba Rubin Papier Wealth Management
California
$21.2M +$510K +6,288 +2%
14 15
16
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