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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
726
Kelly Financial Services
Massachusetts
$1.24M +$437K +8,790 +52%
AIM
727
Axiom Investment Management
New York
$1.24M +$597 +12 +0%
NHC
728
Nicholas Hoffman & Company
Georgia
$1.24M +$44.5K +894 +4%
HG
729
Harbor Group
New Hampshire
$1.24M -$219K -4,398 -15%
IWP
730
Icon Wealth Partners
Texas
$1.24M – – –
CA
731
Clearstead Advisors
Ohio
$1.23M +$1.26M +25,326 +15,075%
WAOI
732
Wealth Advisors of Iowa
Iowa
$1.22M +$425K +8,544 +51%
WP
733
WMS Partners
Maryland
$1.22M +$23.9K +480 +2%
3F
734
360 Financial
Minnesota
$1.22M +$60.3K +1,212 +5%
WF
735
WoodTrust Financial
Wisconsin
$1.21M -$416K -8,352 -25%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M -$3.88K -78 -0.3%
TWA
737
TCI Wealth Advisors
Arizona
$1.2M +$726K +14,580 +142%
LNWTC
738
Laird Norton Wetherby Trust Company
Washington
$1.2M +$157K +3,156 +15%
JWM
739
Jeppson Wealth Management
California
$1.2M -$299 -6 -0%
PA
740
Pinnacle Associates
New York
$1.19M -$1.49K -30 -0.1%
BZWA
741
Blue Zone Wealth Advisors
California
$1.19M -$1.49K -30 -0.1%
AOWM
742
Alpha Omega Wealth Management
Virginia
$1.18M -$130K -2,604 -10%
TCWM
743
Total Clarity Wealth Management
Illinois
$1.18M +$51.4K +1,032 +4%
SWA
744
Sax Wealth Advisors
New Jersey
$1.18M +$168K +3,366 +16%
CWM
745
Centric Wealth Management
Illinois
$1.17M – – –
AWM
746
Aprio Wealth Management
Georgia
$1.17M -$14.9K -300 -1%
RTL
747
Red Tortoise LLC
Georgia
$1.17M +$1.63M +32,724 New
PAMG
748
Patton Albertson Miller Group
Tennessee
$1.16M +$89.6K +1,800 +8%
TLCM
749
Twin Lakes Capital Management
California
$1.16M -$14.6K -294 -1%
VFA
750
Valeo Financial Advisors
Indiana
$1.16M +$369K +7,416 +45%
28 29
30
31 32