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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JBW
701
Journey Beyond Wealth
Georgia
$7.11M -$767K -10,038 -10%
CA
702
Cumberland Advisors
Florida
$7.11M -$385K -5,040 -5%
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$7.08M -$724K -9,474 -10%
CK
704
Cohen Klingenstein
New York
$7.07M – – –
EC
705
Estate Counselors
Wisconsin
$7.05M +$488K +6,390 +8%
WJA
706
Willis Johnson & Associates
Texas
$7.01M -$84.8K -1,110 -1%
AWM
707
Apex Wealth Management
New Hampshire
$7.01M -$193K -2,526 -3%
NP
708
NorthRock Partners
Minnesota
$7M +$1.85M +24,186 +38%
DW30
709
Drucker Wealth 3.0
New Jersey
$7M -$246K -3,222 -4%
CWAG
710
Compton Wealth Advisory Group
Virginia
$6.98M +$1.1M +14,424 +20%
CPA
711
Capital Planning Advisors
California
$6.91M -$15.1K -198 -0.2%
CWG
712
Cornerstone Wealth Group
North Carolina
$6.91M +$328K +4,296 +5%
IA
713
Insight Advisors
Pennsylvania
$6.88M -$25.7K -336 -0.4%
AWE
714
Avidian Wealth Enterprises
Texas
$6.88M -$129K -1,692 -2%
WWM
715
Western Wealth Management
Colorado
$6.86M +$127K +1,662 +2%
RFS
716
Richardson Financial Services
Massachusetts
$6.83M -$107K -1,404 -2%
WCM
717
Winthrop Capital Management
Indiana
$6.8M +$253K +3,306 +4%
FDW
718
Fourth Dimension Wealth
Ohio
$6.8M -$547K -7,152 -8%
CCAM
719
Cascades Capital Asset Management
North Carolina
$6.8M -$13.8K -180 -0.2%
PW
720
Pandora Wealth
Illinois
$6.79M +$27.1K +354 +0.4%
BEI
721
Benjamin Edwards Inc
Missouri
$6.76M +$687K +8,988 +12%
CIA
722
Capital Investment Advisors
Georgia
$6.73M +$911K +11,916 +16%
GWM
723
GoalFusion Wealth Management
Texas
$6.71M +$6.41M +83,940 New
CCWA
724
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.7M +$62.4K +816 +1%
LFA
725
Laraway Financial Advisors
Minnesota
$6.69M +$284K +3,714 +5%
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