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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
626
Curi RMB Capital
Illinois
$3.79M -$298K -6,876 -8%
FC
627
Forte Capital
New York
$3.78M -$103K -2,370 -3%
DSCM
628
Del-Sette Capital Management
New York
$3.77M +$637K +14,682 +22%
NPF
629
Norris Perne & French
Michigan
$3.76M +$61.1K +1,410 +2%
GJIA
630
Glass Jacobson Investment Advisors
Maryland
$3.76M +$3.46M +79,788 New
BWM
631
Birchcreek Wealth Management
Ohio
$3.74M +$215K +4,962 +7%
KFGK
632
Keystone Financial Group (Kentucky)
Kentucky
$3.73M +$3.43M +79,032 New
SCM
633
SOL Capital Management
Maryland
$3.72M -$15.6K -360 -0.5%
GS
634
GTS Securities
Florida
$3.71M +$3.41M +78,654 New
T
635
TRUADVICE
Florida
$3.71M +$1.15M +26,502 +50%
SFPM
636
Sensible Financial Planning & Management
Massachusetts
$3.69M – – –
KL
637
KWMG LLC
Kansas
$3.67M -$285K -6,582 -8%
DWT
638
Dorsey & Whitney Trust
South Dakota
$3.67M -$589K -13,572 -15%
LPAM
639
Lodestar Private Asset Management
California
$3.66M -$560K -12,906 -14%
DCM
640
Donaldson Capital Management
Indiana
$3.65M +$79.4K +1,830 +2%
B
641
Bridgeworth
Alabama
$3.63M +$50.2K +1,158 +2%
WWM
642
Western Wealth Management
Colorado
$3.63M -$240K -5,544 -7%
NCM
643
NCM Capital Management
New Jersey
$3.58M +$281K +6,474 +9%
CPW
644
Catalyst Private Wealth
California
$3.56M -$1.23M -28,338 -27%
LFA
645
Laraway Financial Advisors
Minnesota
$3.51M -$17.2K -396 -0.5%
KIA
646
KCM Investment Advisors
California
$3.47M -$82.5K -1,902 -3%
GWMIA
647
Global Wealth Management Investment Advisory
Florida
$3.46M -$246K -5,664 -7%
KFA
648
Kelleher Financial Advisors
New York
$3.46M +$25K +576 +0.8%
AAMC
649
Asset Allocation & Management Company
Illinois
$3.45M – – –
OCPWS
650
One Charles Private Wealth Services
Massachusetts
$3.43M +$127K +2,934 +4%
24 25
26
27 28