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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
601
Fort Pitt Capital Group
Pennsylvania
$812K +$70K +2,424 +10%
WFPG
602
Waller Financial Planning Group
Ohio
$805K – – –
OCM
603
Orser Capital Management
Texas
$804K +$26.9K +930 +4%
TSWM
604
Triangle Securities Wealth Management
North Carolina
$802K +$6.41K +222 +0.8%
BCA
605
Berman Capital Advisors
Georgia
$795K +$2.08K +72 +0.3%
DACG
606
Donor Advised Charitable Giving
California
$785K – – –
WP
607
WMS Partners
Maryland
$781K – – –
BDF
608
Balasa Dinverno & Foltz
$776K -$29.6K -1,026 -4%
SFPG
609
Stonebridge Financial Planning Group
Florida
$775K +$737K +25,530 New
BFC
610
Bedel Financial Consulting
Indiana
$773K – – –
SFO
611
Stokes Family Office
Louisiana
$770K +$732K +25,350 New
CS
612
Capital Square
Tennessee
$765K +$728K +25,200 New
GLLW
613
Graves Light Lenhart Wealth
Virginia
$760K – – –
ATPW
614
Ashton Thomas Private Wealth
Arizona
$757K +$222K +7,698 +45%
FNBT
615
FineMark National Bank & Trust
Florida
$752K -$15.1K -522 -2%
AIM
616
Acropolis Investment Management
Missouri
$752K +$151K +5,214 +27%
NHC
617
Nicholas Hoffman & Company
Georgia
$750K – – –
CFN
618
Cordasco Financial Network
Florida
$741K -$18.7K -648 -3%
RWM
619
RKL Wealth Management
Pennsylvania
$740K -$6.76K -234 -1%
LWM
620
Liberty Wealth Management
California
$738K -$90.4K -3,132 -11%
CAW
621
Cornerstone Advisors (Washington)
Washington
$738K +$347 +12 +0%
JGIA
622
Jackson Grant Investment Advisers
Connecticut
$733K +$1.73K +60 +0.2%
DWM
623
Doyle Wealth Management
Florida
$732K +$1.04K +36 +0.1%
CPSC
624
Carl P. Sherr & Co
Massachusetts
$729K +$694K +24,018 New
FMWA
625
Forvis Mazars Wealth Advisors
Missouri
$723K +$173 +6 +0%
23 24
25
26 27