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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
451
Bristlecone Advisors
Washington
$14.5M -$200K -3,036 -2%
FI
452
Financial Insights
Washington
$14.5M -$1.32M -20,022 -9%
OBWG
453
Onyx Bridge Wealth Group
New York
$14.4M -$13.3M -202,590 -51%
ECM
454
EMC Capital Management
Texas
$14.4M +$9.07M +137,694 +232%
MFGP
455
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.3M -$416K -6,312 -3%
KDA
456
Kraft Davis & Associates
Missouri
$14.1M +$749K +11,370 +7%
BWCS
457
Beirne Wealth Consulting Services
Connecticut
$14.1M +$8.37M +127,200 +196%
KCM
458
Kathmere Capital Management
Pennsylvania
$14M +$928K +14,094 +8%
NAS
459
NWF Advisory Services
California
$13.9M -$214K -3,258 -2%
FHC
460
First Heartland Consultants
Missouri
$13.9M +$533K +8,094 +4%
CGL
461
Clarius Group LLC
Washington
$13.8M – – –
UFA
462
Uptown Financial Advisors
Texas
$13.8M +$337K +5,118 +3%
KWM
463
Kingsview Wealth Management
Oregon
$13.8M +$197K +2,988 +2%
IWM
464
IHT Wealth Management
Illinois
$13.7M +$547K +8,304 +5%
MT
465
Midwest Trust
Kansas
$13.7M +$12.3M +186,972 New
NG
466
Novem Group
New York
$13.6M +$96.8K +1,470 +0.8%
CFP
467
Curran Financial Partners
South Carolina
$13.5M +$2.26M +34,296 +23%
TWM
468
Thrive Wealth Management
Pennsylvania
$13.5M +$683K +10,374 +6%
SF
469
SWP Financial
California
$13.3M -$3.02M -45,906 -20%
MAG
470
Mayfair Advisory Group
Alabama
$13.3M +$1.01M +15,318 +10%
BBWP
471
Beacon Bridge Wealth Partners
Pennsylvania
$13.3M -$1.39M -21,060 -10%
OCPWS
472
One Charles Private Wealth Services
Massachusetts
$13.2M +$524K +7,956 +5%
CAL
473
Capital Advisors Ltd
Ohio
$13.2M -$30.8K -468 -0.3%
HWMG
474
Hurlow Wealth Management Group
Indiana
$13.2M -$1.05M -15,942 -8%
MA
475
MCF Advisors
Kentucky
$13.2M – – –
17 18
19
20 21