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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
601
Essex Financial Services
Connecticut
$10.8M +$536K +6,600 +5%
RFA
602
Register Financial Advisors
Georgia
$10.8M +$91.5K +1,128 +0.9%
SWA
603
Sightline Wealth Advisors
Connecticut
$10.7M +$636K +7,836 +6%
CWM
604
Cornerstone Wealth Management
Missouri
$10.6M -$515K -6,342 -5%
TCCP
605
Tide Cove Capital Partners
California
$10.6M +$1.19M +14,628 +12%
LWA
606
LifeGoal Wealth Advisors
New York
$10.6M +$1.21M +14,958 +13%
BC
607
Brio Consultants
California
$10.5M -$299K -3,690 -3%
RFM
608
Royal Fund Management
Florida
$10.5M +$1.52M +18,690 +17%
CF
609
Claris Financial
Virginia
$10.4M +$5.84K +72 +0.1%
JF
610
Jump Financial
Illinois
$10.4M +$10.4M +128,310 New
MC
611
Mathes Company
New York
$10.4M +$26.8K +330 +0.3%
HB
612
Horizon Bancorp
Indiana
$10.4M -$448K -5,520 -4%
WTA
613
Washington Trust Advisors
Massachusetts
$10.4M -$11.2K -138 -0.1%
KA
614
Kovack Advisors
Florida
$10.3M +$2.93M +36,144 +40%
CCA
615
Clearwater Capital Advisors
Illinois
$10.3M -$103K -1,272 -1%
HCM
616
Hollencrest Capital Management
California
$10.3M +$39.4K +486 +0.4%
KFGK
617
Keystone Financial Group (Kentucky)
Kentucky
$10.3M +$1.36M +16,728 +15%
LFA
618
Level Financial Advisors
New York
$10.2M +$1.18M +14,568 +13%
AIM
619
Acropolis Investment Management
Missouri
$10.2M -$530K -6,528 -5%
SWGC
620
Summit Wealth Group (Colorado)
Colorado
$10.1M +$10.1M +124,674 New
FFP
621
Freedom Financial Partners
Minnesota
$10.1M +$57K +702 +0.6%
HNB
622
Huntington National Bank
Ohio
$10M – – –
VFA
623
Valeo Financial Advisors
Indiana
$9.99M -$434K -5,346 -4%
EFG
624
Ethos Financial Group
Pennsylvania
$9.9M -$106K -1,302 -1%
MPCA
625
Madison Park Capital Advisors
Washington
$9.88M +$61.8K +762 +0.6%
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