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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$3.13M -$314K -8,526 -9%
SVWAG
577
Sound View Wealth Advisors Group
Georgia
$3.12M +$982K +26,688 +80%
DI
578
DFPG Investments
Utah
$3.11M +$2.39M +65,022 +346%
1WM
579
1900 Wealth Management
Texas
$3.1M -$188K -5,106 -6%
OBWG
580
Onyx Bridge Wealth Group
New York
$3.1M -$1.67M -45,408 -34%
SFP
581
Strategic Financial Partners
Oregon
$3.08M +$15.9K +432 +0.5%
DWT
582
Dorsey & Whitney Trust
South Dakota
$3.07M -$54.1K -1,470 -2%
PCA
583
Personal Capital Advisors
California
$3.05M +$456K +12,390 +17%
WAS
584
WESPAC Advisors SoCal
California
$3.02M -$45.2K -1,230 -1%
DSA
585
Droms Strauss Advisors
Missouri
$3.02M +$75.3K +2,046 +2%
AC
586
Avestar Capital
New York
$3.01M +$3.12M +84,786 New
RWP
587
Revolve Wealth Partners
New Jersey
$3M +$1.18M +32,082 +61%
PAS
588
Park Avenue Securities
New York
$3M -$289K -7,860 -9%
BWA
589
Bordeaux Wealth Advisors
California
$3M +$1.98M +53,700 +175%
PD
590
Planning Directions
Pennsylvania
$2.97M +$430K +11,688 +16%
CK
591
Cohen Klingenstein
New York
$2.96M +$19.9K +540 +0.7%
WCA
592
Waypoint Capital Advisors
Minnesota
$2.96M +$990K +26,910 +48%
RIA
593
Realta Investment Advisors
Delaware
$2.94M -$749K -20,364 -20%
BC
594
Barrett & Company
Rhode Island
$2.93M – – –
OPCM
595
Osborne Partners Capital Management
California
$2.92M – – –
BTI
596
Blue Trust Inc
Georgia
$2.91M +$1.68M +45,690 +128%
MWM
597
Meridian Wealth Management
Kentucky
$2.9M +$143K +3,876 +5%
BBNB
598
Baker Boyer National Bank
Washington
$2.89M – – –
HR
599
Hardy Reed
Mississippi
$2.89M +$2.2M +59,796 +278%
GWMIA
600
Global Wealth Management Investment Advisory
Florida
$2.87M -$19.6K -534 -0.7%
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