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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
576
Perennial Investment Advisors
California
$3.86M +$576K +14,814 +19%
RJT
577
Raymond James Trust
Florida
$3.86M -$88K -2,262 -2%
CA
578
CGN Advisors
Kansas
$3.83M +$23.8K +612 +0.7%
DWT
579
Dorsey & Whitney Trust
South Dakota
$3.8M +$187K +4,800 +6%
SWM
580
Spire Wealth Management
Virginia
$3.79M -$212K -5,460 -6%
SW
581
SVB Wealth
Massachusetts
$3.78M -$743K -19,110 -17%
CFA
582
CWS Financial Advisors
Michigan
$3.77M +$1.83M +47,088 +108%
PBF
583
Petix & Botte Financial
California
$3.77M +$3.52M +90,600 New
LPAM
584
Lodestar Private Asset Management
California
$3.76M -$428K -10,998 -11%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$604K +15,534 +21%
JIC
586
Johnson Investment Counsel
Ohio
$3.72M -$153K -3,942 -4%
BMCM
587
Bryn Mawr Capital Management
Pennsylvania
$3.71M +$12.1K +312 +0.4%
TWP
588
Transparent Wealth Partners
Arkansas
$3.68M -$154K -3,948 -4%
PAS
589
Park Avenue Securities
New York
$3.68M +$159K +4,080 +5%
DWM
590
Dakota Wealth Management
Florida
$3.67M -$94.3K -2,424 -3%
CF
591
Centaurus Financial
California
$3.65M +$466K +11,970 +16%
PFBT
592
Parkside Financial Bank & Trust
Missouri
$3.64M +$357K +9,192 +12%
BFG
593
Beacon Financial Group
Texas
$3.63M -$233 -6 -0%
PD
594
Planning Directions
Pennsylvania
$3.63M +$147K +3,792 +5%
CRC
595
Curi RMB Capital
Illinois
$3.63M +$305K +7,836 +10%
IFWM
596
Institute for Wealth Management
Colorado
$3.61M -$47.4K -1,218 -1%
RWP
597
Revolve Wealth Partners
New Jersey
$3.61M +$85.9K +2,208 +3%
LFAS
598
Level Four Advisory Services
Texas
$3.6M -$170K -4,380 -5%
BC
599
Barrett & Company
Rhode Island
$3.6M +$160K +4,116 +5%
LHEI
600
Leo H. Evart Inc
California
$3.57M -$145K -3,726 -4%
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