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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
576
Abich Financial Wealth Management
Virginia
$10.3M +$9.84M +128,772 New
CF
577
Claris Financial
Virginia
$10.3M +$3.34M +43,758 +52%
VFA
578
Valeo Financial Advisors
Indiana
$10.2M -$9.95M -130,242 -50%
CCA
579
Clearwater Capital Advisors
Illinois
$10.2M -$74.3K -972 -0.8%
WTA
580
Washington Trust Advisors
Massachusetts
$10.2M -$135K -1,770 -1%
MSF
581
Mustard Seed Financial
Arkansas
$10.2M +$156K +2,046 +2%
MC
582
Mathes Company
New York
$10.2M – – –
HNB
583
Huntington National Bank
Ohio
$10.2M – – –
EFS
584
Essex Financial Services
Connecticut
$10.1M +$315K +4,122 +3%
WFA
585
Wellspring Financial Advisors
Ohio
$10.1M +$42.5M +556,086 +10%
HCM
586
Hollencrest Capital Management
California
$10.1M +$32.6K +426 +0.3%
TBC
587
Ted Buchan & Co
California
$10M -$1.31M -17,106 -12%
LWANC
588
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.91M -$132K -1,728 -1%
SWA
589
Sightline Wealth Advisors
Connecticut
$9.9M +$403K +5,280 +4%
KWM
590
Kassira Wealth Management
Tennessee
$9.88M +$9.45M +123,642 New
YWM
591
Yoder Wealth Management
California
$9.87M -$83K -1,086 -0.9%
TCCP
592
Tide Cove Capital Partners
California
$9.87M -$6.42K -84 -0.1%
EFG
593
Ethos Financial Group
Pennsylvania
$9.85M +$7.37M +96,450 +362%
FFP
594
Freedom Financial Partners
Minnesota
$9.84M +$29.8K +390 +0.3%
MCM
595
MidAtlantic Capital Management
Virginia
$9.74M +$21.5K +282 +0.2%
LI
596
Latigo Investments
Florida
$9.68M -$458 -6 -0%
RCA
597
Riverview Capital Advisers
Massachusetts
$9.67M +$84.8K +1,110 +0.9%
MPCA
598
Madison Park Capital Advisors
Washington
$9.65M -$149K -1,956 -2%
DB
599
Dravo Bay
Delaware
$9.62M -$103K -1,350 -1%
PVI
600
Pine Valley Investments
New Jersey
$9.62M +$246K +3,216 +3%
22 23
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