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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
626
Smith Salley Wealth Management
North Carolina
$1.66M +$951K +23,826 +155%
SPP
627
Single Point Partners
Massachusetts
$1.66M +$1.07M +26,904 +219%
TGAM
628
TBH Global Asset Management
Tennessee
$1.65M +$386K +9,666 +33%
WIA
629
World Investment Advisors
California
$1.65M -$75K -1,878 -5%
GG
630
Gofen & Glossberg
Illinois
$1.65M +$121K +3,024 +8%
EWM
631
Empirical Wealth Management
Washington
$1.64M -$193K -4,824 -11%
MWP
632
Madison Wealth Partners
Wisconsin
$1.64M +$1.55M +38,928 New
RPGK
633
Retirement Planning Group (Kansas)
Kansas
$1.61M – – –
F
634
F3Logic
Minnesota
$1.58M +$51.3K +1,284 +4%
MIM
635
Marco Investment Management
Georgia
$1.57M – – –
JIC
636
Joel Isaacson & Co
New York
$1.57M +$748K +18,738 +102%
RPG
637
Resource Planning Group
Georgia
$1.56M -$11.3K -282 -0.8%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$1.56M -$1.44K -36 -0.1%
BC
639
Bartlett & Co
Ohio
$1.56M -$1.44K -36 -0.1%
BOPW
640
Brandywine Oak Private Wealth
Pennsylvania
$1.55M +$14.4K +360 +1%
GMA
641
Goldstein Munger & Associates
California
$1.55M – – –
TC
642
Trilogy Capital
California
$1.55M +$9.1K +228 +0.6%
GCP
643
Gill Capital Partners
Colorado
$1.53M +$1.04M +26,046 +253%
MCM
644
MAI Capital Management
Ohio
$1.53M +$11.7K +294 +0.8%
CIC
645
Cutler Investment Counsel
Oregon
$1.53M +$44.8K +1,122 +3%
GLA
646
Good Life Advisors
Pennsylvania
$1.51M +$1.92K +48 +0.1%
GLLW
647
Graves Light Lenhart Wealth
Virginia
$1.51M +$74.7K +1,872 +6%
AMG
648
Asset Management Group
Connecticut
$1.49M +$4.55K +114 +0.3%
SNBOSD
649
Security National Bank of So Dak
Iowa
$1.48M – – –
ICP
650
Interchange Capital Partners
Pennsylvania
$1.48M +$1.4M +35,094 New
24 25
26
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