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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Shrier Wealth Management
California
$12.4M +$12.4M +152,982 New
SWM
552
Segment Wealth Management
Texas
$12.4M -$235K -2,892 -2%
CG
553
Caprock Group
Idaho
$12.4M -$258K -3,180 -2%
CPA
554
Cardiff Park Advisors
California
$12.3M -$225K -2,778 -2%
LWL
555
Leo Wealth LLC
Texas
$12.3M +$6.85M +84,396 +125%
CWG
556
Crown Wealth Group
North Carolina
$12.3M -$2.26M -27,792 -16%
ECA
557
Elevated Capital Advisors
Utah
$12.3M -$572K -7,050 -4%
BWM
558
BCS Wealth Management
Tennessee
$12.1M +$6.06M +74,664 +100%
FPB
559
First PREMIER Bank
South Dakota
$12.1M +$977K +12,036 +9%
VWA
560
Visionary Wealth Advisors
Illinois
$12M +$1.37M +16,896 +13%
MBTD
561
Mechanics Bank - Trust Department
California
$12M -$268K -3,306 -2%
RF
562
rebel Financial
Ohio
$11.9M +$11.9M +146,682 New
AM
563
AGF Management
Ontario, Canada
$11.9M -$327K -4,032 -3%
NEWAS
564
N.E.W. Advisory Services
Wisconsin
$11.9M -$196K -2,412 -2%
ZBNA
565
Zions Bancorporation, National Association
Utah
$11.8M +$292K +3,594 +3%
MWM
566
Maridea Wealth Management
New York
$11.8M -$1.12M -13,758 -9%
NJIM
567
Nabity-Jensen Investment Management
Nebraska
$11.8M +$161K +1,980 +1%
WFA
568
Wellspring Financial Advisors
Ohio
$11.8M +$1.55M +19,116 +0.3%
FI
569
FWG Investments
Kentucky
$11.8M +$2.51M +30,978 +27%
AAS
570
Ameritas Advisory Services
Nebraska
$11.7M +$2.1M +25,932 +22%
FUBT
571
First United Bank & Trust
Maryland
$11.7M +$156K +1,926 +1%
BS
572
Brighton Securities
New York
$11.7M +$2.71M +33,336 +30%
FTUS
573
Flow Traders U.S.
New York
$11.6M +$11.6M +142,758 New
CA
574
Calton & Associates
Florida
$11.6M -$36K -444 -0.3%
GWMR
575
GC Wealth Management RIA
Massachusetts
$11.5M -$556K -6,846 -5%
21 22
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