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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
526
Joel Isaacson & Co
New York
$3.86M -$429K -9,060 -10%
EA
527
Eclectic Associates
California
$3.85M +$1.73M +36,498 +83%
RIA
528
Realta Investment Advisors
Delaware
$3.8M -$464K -9,816 -11%
CRC
529
Curi RMB Capital
Illinois
$3.8M – – –
EFS
530
Essex Financial Services
Connecticut
$3.8M +$1.53M +32,298 +69%
SFPM
531
Sensible Financial Planning & Management
Massachusetts
$3.79M -$16.7K -354 -0.4%
AWA
532
Arkadios Wealth Advisors
Georgia
$3.77M +$78K +1,650 +2%
SPC
533
Sigma Planning Corp
Michigan
$3.76M -$594K -12,552 -14%
CA
534
Calton & Associates
Florida
$3.72M +$236K +4,992 +7%
KSWA
535
Kathleen S. Wright Associates
Pennsylvania
$3.67M +$105K +2,226 +3%
SAMC
536
Spectrum Asset Management (California)
California
$3.67M -$2.18M -46,068 -38%
MOS
537
MGO One Seven
Ohio
$3.66M -$929K -19,644 -20%
CPFP
538
Clear Perspectives Financial Planning
Ohio
$3.59M -$7M -148,068 -66%
TVWM
539
Tower View Wealth Management
Wisconsin
$3.58M +$298K +6,300 +9%
CFA
540
CWS Financial Advisors
Michigan
$3.57M +$289K +6,120 +9%
PD
541
Planning Directions
Pennsylvania
$3.55M +$30.1K +636 +0.9%
BBNB
542
Baker Boyer National Bank
Washington
$3.55M +$253K +5,358 +8%
IPW
543
Intergy Private Wealth
Colorado
$3.52M +$874K +18,468 +34%
WS
544
Wedbush Securities
California
$3.52M -$660K -13,962 -16%
CAG
545
Csenge Advisory Group
Florida
$3.51M +$1.09M +23,136 +46%
AAMC
546
Asset Allocation & Management Company
Illinois
$3.51M – – –
KFGK
547
Keystone Financial Group (Kentucky)
Kentucky
$3.44M +$45.4K +960 +1%
WFM
548
Wolff Financial Management
Michigan
$3.44M +$191K +4,044 +6%
SEP
549
Southland Equity Partners
Missouri
$3.43M -$130K -2,748 -4%
DAS
550
Dynamic Advisor Solutions
Arizona
$3.41M -$291K -6,144 -8%
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