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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
501
Kelman-Lazarov Inc
Tennessee
$1.26M -$8.66K -300 -0.7%
SWM
502
Stockman Wealth Management
Montana
$1.25M +$25.1K +870 +2%
NFG
503
Nations Financial Group
Iowa
$1.25M +$56.3K +1,950 +5%
BFG
504
Beacon Financial Group
Texas
$1.24M -$56.1K -1,944 -5%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M -$119K -4,116 -9%
AWCI
506
Alpine Woods Capital Investors
New York
$1.22M – – –
NG
507
Northstar Group
New York
$1.22M -$21.7K -750 -2%
HR
508
Hayden Royal
North Carolina
$1.21M -$520 -18 -0%
DA
509
Detalus Advisors
Missouri
$1.21M +$1.15M +39,852 New
FAM
510
Fenimore Asset Management
New York
$1.2M – – –
KTC
511
Kistler-Tiffany Companies
Pennsylvania
$1.2M +$1.39K +48 +0.1%
TF
512
TimeScale Financial
Massachusetts
$1.19M -$84.2K -2,916 -7%
AIFAIM
513
American Institute for Advanced Investment Management
Arizona
$1.19M +$1.13M +39,300 New
MG
514
MilWealth Group
Wisconsin
$1.19M -$46.4K -1,608 -4%
BCWM
515
Bartlett & Co Wealth Management
Ohio
$1.18M +$9.01K +312 +0.8%
KTM
516
Keeler Thomas Management
Utah
$1.18M -$764K -26,472 -67%
DTC
517
Davidson Trust Company
Washington
$1.17M +$1.12M +38,622 New
RPGK
518
Retirement Planning Group (Kansas)
Kansas
$1.17M +$3.81K +132 +0.3%
EA
519
Emerald Advisors
Washington
$1.17M +$1.08M +37,278 New
CL
520
CPWM LLC
Washington
$1.16M -$84.6K -2,928 -7%
ECA
521
Elevated Capital Advisors
Utah
$1.16M +$1.1M +38,124 New
BBHC
522
Brown Brothers Harriman & Co
New York
$1.15M +$754K +26,112 +222%
MIM
523
Marco Investment Management
Georgia
$1.14M – – –
APP
524
Avantax Planning Partners
Iowa
$1.14M – – –
GT
525
Greenleaf Trust
Michigan
$1.14M – – –
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