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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
526
Third View Private Wealth
Connecticut
$13.7M +$13.7M +168,408 New
GPW
527
Gentry Private Wealth
Kansas
$13.6M +$1.17M +14,394 +9%
CA
528
Clearstead Advisors
Ohio
$13.6M -$272K -3,348 -2%
LSA
529
Lansing Street Advisors
Pennsylvania
$13.5M +$126K +1,554 +0.9%
NAS
530
NWF Advisory Services
California
$13.5M -$326K -4,020 -2%
CWM
531
Cranbrook Wealth Management
Michigan
$13.4M -$236K -2,910 -2%
FHA
532
Flagship Harbor Advisors
Massachusetts
$13.4M -$25.3K -312 -0.2%
BOA
533
Birnam Oak Advisors
New York
$13.2M – – –
JFG
534
JMG Financial Group
Illinois
$13.1M -$950K -11,712 -7%
HSWM
535
Hubbell Strickland Wealth Management
Louisiana
$13.1M -$40.9K -504 -0.3%
CFG
536
Compass Financial Group
Ohio
$13.1M +$13.1M +161,004 New
FWI
537
Facet Wealth Inc
Maryland
$13M +$324K +3,996 +3%
TCMP
538
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13M +$2.07M +25,500 +19%
IAA
539
Ironsides Asset Advisors
North Carolina
$13M -$24.3K -300 -0.2%
WHG
540
Westwood Holdings Group
Texas
$13M -$46.3K -570 -0.4%
NPFS
541
Novak & Powell Financial Services
Florida
$12.8M -$274K -3,378 -2%
PG
542
Prostatis Group
Maryland
$12.7M +$1.23M +15,198 +11%
AWM
543
Angeles Wealth Management
California
$12.7M -$142K -1,752 -1%
CFA
544
CWS Financial Advisors
Michigan
$12.6M -$56.5K -696 -0.4%
BGA
545
Battery Global Advisors
Massachusetts
$12.6M +$108M +1,333,242 +1,815%
HWMG
546
Hurlow Wealth Management Group
Indiana
$12.5M -$708K -8,724 -5%
SMA
547
Sage Mountain Advisors
Georgia
$12.5M +$52.1K +642 +0.4%
CRFG
548
Columbia River Financial Group
Washington
$12.5M -$930K -11,460 -7%
FLA
549
Financial Life Advisors
Texas
$12.4M +$39K +480 +0.3%
SWM
550
Shrier Wealth Management
California
$12.4M +$12.4M +152,982 New
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