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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
726
Focus Financial Network
Minnesota
$3.51M -$72.4K -1,500 -2%
PP
727
Prudential plc
United Kingdom
$3.5M -$72.4K -1,500 -2%
GCA
728
Gradient Capital Advisors
California
$3.49M +$1.74K +36 +0.1%
EWM
729
Evercore Wealth Management
New York
$3.46M +$195K +4,050 +6%
AWMS
730
Advocacy Wealth Management Services
Georgia
$3.45M +$828K +17,148 +35%
FC
731
Family CFO
California
$3.44M – – –
SWA
732
SOA Wealth Advisors
New York
$3.43M -$54.7K -1,134 -2%
AW
733
Avion Wealth
Texas
$3.43M +$1.34M +27,726 +72%
GJWM
734
Gilliland Jeter Wealth Management
Arkansas
$3.43M +$3.19M +66,102 New
TWM
735
Tradition Wealth Management
Minnesota
$3.42M -$43.2K -894 -1%
NAMNJ
736
NorthStar Asset Management (New Jersey)
New Jersey
$3.41M +$3.18M +65,796 New
AL
737
Aspiriant LLC
California
$3.4M -$13K -270 -0.4%
RAM
738
Riggs Asset Management
Pennsylvania
$3.4M +$3.05M +63,276 +2,797%
HPFG
739
Hart & Patterson Financial Group
Massachusetts
$3.39M +$3.15M +65,346 New
DWT
740
Dorsey & Whitney Trust
South Dakota
$3.37M -$240K -4,968 -7%
SMA
741
Sage Mountain Advisors
Georgia
$3.36M +$232K +4,800 +8%
GWMIA
742
Global Wealth Management Investment Advisory
Florida
$3.36M -$211K -4,374 -6%
MAG
743
M3 Advisory Group
Massachusetts
$3.36M +$3.13M +64,866 New
DACG
744
Donor Advised Charitable Giving
California
$3.35M +$1.48M +30,750 +90%
GFPC
745
Global Financial Private Client
Florida
$3.35M -$208K -4,314 -6%
PMFA
746
Plante Moran Financial Advisors
Michigan
$3.35M -$97K -2,010 -3%
EFS
747
Essex Financial Services
Connecticut
$3.34M -$16.2K -336 -0.5%
RBFC
748
Roman Butler Fullerton & Co
Missouri
$3.34M +$183K +3,792 +6%
FFA
749
Farther Finance Advisors
California
$3.31M +$1.37M +28,338 +80%
ITB
750
Idaho Trust Bank
Idaho
$3.29M -$1.69M -35,004 -36%
28 29
30
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