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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
551
Capital Investment Advisory Services
North Carolina
$10.8M +$639K +8,214 +6%
SMA
552
Sage Mountain Advisors
Georgia
$10.8M -$380K -4,884 -3%
GPW
553
Gentry Private Wealth
Kansas
$10.8M -$1.55M -19,914 -12%
LWL
554
Leo Wealth LLC
Texas
$10.7M -$344K -4,416 -3%
MWM
555
MTC Wealth Management
Florida
$10.7M +$3.38M +43,494 +42%
GWMR
556
GC Wealth Management RIA
Massachusetts
$10.6M +$298K +3,828 +3%
LFA
557
Level Financial Advisors
New York
$10.6M +$1.58M +20,364 +16%
AAS
558
Ameritas Advisory Services
Nebraska
$10.6M +$80.3K +1,032 +0.7%
RWM
559
Ritholtz Wealth Management
New York
$10.5M +$497K +6,390 +5%
SWA
560
Sightline Wealth Advisors
Connecticut
$10.5M +$1.01M +12,930 +10%
GWP
561
Gateway Wealth Partners
Wisconsin
$10.5M +$3.28M +42,222 +41%
CFG
562
Cassilly Financial Group
Maryland
$10.5M +$366K +4,704 +3%
NJIM
563
Nabity-Jensen Investment Management
Nebraska
$10.5M -$90.6K -1,164 -0.8%
RF
564
rebel Financial
Ohio
$10.5M -$222K -2,856 -2%
NEWAS
565
N.E.W. Advisory Services
Wisconsin
$10.4M -$253K -3,252 -2%
SPWM
566
Smith Partners Wealth Management
North Carolina
$10.4M +$506K +6,498 +5%
GP
567
GLR Partners
Maryland
$10.3M +$11M +141,726 New
MSF
568
Mustard Seed Financial
Arkansas
$10.3M +$654K +8,406 +6%
CA
569
Calton & Associates
Florida
$10.3M -$97.6K -1,254 -0.9%
PG
570
Prostatis Group
Maryland
$10.3M -$1.19M -15,246 -10%
VCA
571
Verdence Capital Advisors
Maryland
$10.1M +$3.73K +48 +0%
ZBNA
572
Zions Bancorporation, National Association
Utah
$10.1M -$498K -6,402 -4%
HA
573
Hofer & Associates
California
$10.1M +$171K +2,196 +2%
RFA
574
Register Financial Advisors
Georgia
$10M +$422K +5,424 +4%
BST
575
Bath Savings Trust
Maine
$9.98M -$2.33K -30 -0%
21 22
23
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