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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
401
NewEdge Wealth
Pennsylvania
$19.2M +$272K +3,564 +2%
FA
402
Fountainhead AM
New Jersey
$19.1M +$1.69M +22,164 +10%
HWA
403
Heartwood Wealth Advisors
Virginia
$19.1M +$29.8K +390 +0.2%
FA
404
FC Advisory
Pennsylvania
$18.9M +$204K +2,664 +1%
OCM
405
One Capital Management
California
$18.9M +$213K +2,790 +1%
IPW
406
Impact Partnership Wealth
Georgia
$18.8M -$6.07M -79,410 -25%
SFI
407
SPC Financial Inc
Maryland
$18.8M -$59.6K -780 -0.3%
CWP
408
Cyndeo Wealth Partners
Florida
$18.7M -$249K -3,252 -1%
MPCG
409
Matrix Private Capital Group
New York
$18.6M +$453K +5,928 +3%
SVCP
410
Silicon Valley Capital Partners
California
$18.6M -$123K -1,614 -0.7%
FWP
411
Falcon Wealth Planning
California
$18.6M -$539K -7,056 -3%
CA
412
Cornerstone Advisory
Maryland
$18.5M +$1.6M +20,940 +10%
QWP
413
Quotient Wealth Partners
Texas
$18.5M -$83.4K -1,092 -0.5%
SC
414
Sapient Capital
Indiana
$18.5M -$2.05M -26,886 -10%
ES
415
Eagle Strategies
New York
$18.5M +$102K +1,338 +0.6%
G
416
GenTrust
Florida
$18.4M -$838K -10,968 -5%
CAL
417
Capital Analysts LLC
Pennsylvania
$18.4M +$2.29M +29,940 +15%
FPAS
418
Focus Partners Advisor Solutions
Missouri
$18.3M -$1.19M -15,594 -6%
CPRC
419
Consolidated Portfolio Review Corp
New York
$18.3M +$377K +4,932 +2%
AWM
420
Aries Wealth Management
Maine
$18.2M +$17.9K +234 +0.1%
CCA
421
Cora Capital Advisors
New Jersey
$18.2M +$304K +3,978 +2%
SL
422
Systelligence LLC
Minnesota
$18.1M +$5.07M +66,336 +41%
ACS
423
Archford Capital Strategies
Illinois
$18.1M -$10.2M -133,518 -37%
TAM
424
Titleist Asset Management
Texas
$18.1M +$183K +2,400 +1%
CFG
425
Citizens Financial Group
Rhode Island
$18.1M +$1.79M +23,376 +12%
15 16
17
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