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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
701
Zhang Financial
Michigan
$5.29M +$1.67M +24,774 +41%
MSWA
702
Marshall & Sterling Wealth Advisors
New York
$5.28M -$1.87M -27,672 -24%
CCAM
703
Cascades Capital Asset Management
North Carolina
$5.26M -$57K -846 -1%
GJIA
704
Glass Jacobson Investment Advisors
Maryland
$5.23M – – –
SPC
705
Sigma Planning Corp
Michigan
$5.23M +$1.05M +15,558 +23%
PW
706
Pandora Wealth
Illinois
$5.23M +$5.71M +84,618 New
SMC
707
Smith, Moore & Co
Missouri
$5.22M -$40.1K -594 -0.7%
DWM
708
Dopkins Wealth Management
New York
$5.22M +$14.2K +210 +0.2%
WWM
709
Western Wealth Management
Colorado
$5.2M -$784K -11,628 -12%
WAM
710
Worth Asset Management
Texas
$5.18M -$4.5M -66,750 -44%
GA
711
GFS Advisors
Texas
$5.14M – – –
RWP
712
Revolve Wealth Partners
New Jersey
$5.12M -$23.1K -342 -0.4%
HCP
713
Hexagon Capital Partners
Arkansas
$5.12M -$113K -1,680 -2%
PRP
714
Peak Retirement Planning
Ohio
$5.09M +$1.63M +24,156 +42%
LFA
715
Laraway Financial Advisors
Minnesota
$5.08M +$737K +10,932 +15%
CCWA
716
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.05M -$97.9K -1,452 -2%
SFC
717
Strategic Financial Concepts
Texas
$5.02M -$44.1K -654 -0.8%
DSA
718
Droms Strauss Advisors
Missouri
$5.02M -$162K -2,406 -3%
HCM
719
Hengehold Capital Management
Ohio
$5.02M -$217K -3,222 -4%
OFS
720
OneAscent Financial Services
Alabama
$5.02M +$3.36M +49,764 +159%
GP
721
Guardian Partners
Canada
$5.01M -$10M -148,536 -64%
FB
722
Finward Bancorp
Indiana
$5M -$124K -1,842 -2%
CA
723
CGN Advisors
Kansas
$4.99M -$1.22M -18,084 -18%
HSG
724
Helen Stephens Group
Texas
$4.98M -$76.1K -1,128 -1%
DCM
725
Donaldson Capital Management
Indiana
$4.96M +$53.8K +798 +1%
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