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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
501
Onyx Bridge Wealth Group
New York
$3.49M +$569K +12,522 +21%
GCP
502
Gill Capital Partners
Colorado
$3.49M +$789K +17,382 +31%
PD
503
Planning Directions
Pennsylvania
$3.49M -$82.5K -1,818 -2%
CF
504
Centaurus Financial
California
$3.48M +$111K +2,448 +3%
AAMC
505
Asset Allocation & Management Company
Illinois
$3.43M – – –
MA
506
MJP Associates
Connecticut
$3.43M -$759K -16,710 -19%
V
507
Veritable
Delaware
$3.42M +$1.89M +41,610 +139%
BC
508
Burney Company
Virginia
$3.39M -$190K -4,194 -6%
SWA
509
SOA Wealth Advisors
New York
$3.39M -$172K -3,786 -5%
CA
510
Calton & Associates
Florida
$3.37M +$303K +6,666 +10%
PFS
511
Prospera Financial Services
Texas
$3.35M -$27.2K -600 -0.8%
GP
512
Girard Partners
Pennsylvania
$3.35M -$46.6K -1,026 -1%
GWSG
513
GPS Wealth Strategies Group
Colorado
$3.35M -$399K -8,790 -11%
GCA
514
Gradient Capital Advisors
California
$3.29M -$4.09K -90 -0.1%
OGF
515
Orin Green Financial
California
$3.29M +$883K +19,440 +39%
RW
516
REDW Wealth
New Mexico
$3.28M -$178K -3,912 -5%
GWM
517
Geneos Wealth Management
Colorado
$3.28M -$12.7M -278,838 -80%
TVWM
518
Tower View Wealth Management
Wisconsin
$3.28M -$43.9K -966 -1%
PMFA
519
Plante Moran Financial Advisors
Michigan
$3.26M +$15.8K +348 +0.5%
SBH
520
Segall Bryant & Hamill
Illinois
$3.26M -$28.3K -624 -0.9%
WWM
521
Western Wealth Management
Colorado
$3.24M +$478K +10,524 +18%
SW
522
SVB Wealth
Massachusetts
$3.24M +$942K +20,754 +44%
CAL
523
Capital Analysts LLC
Pennsylvania
$3.22M +$256K +5,634 +9%
JIC
524
Joel Isaacson & Co
New York
$3.21M +$569K +12,540 +23%
AA
525
Advisory Alpha
Michigan
$3.21M +$2.68M +59,040 +735%
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