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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
751
Shepherd Financial Partners
Massachusetts
$984K +$46.5K +1,086 +5%
KC
752
Kingfisher Capital
North Carolina
$983K +$1.54K +36 +0.2%
FFW
753
Fusion Family Wealth
New York
$983K +$211K +4,932 +27%
GAM
754
Grandview Asset Management
Pennsylvania
$972K +$410K +9,576 +73%
ECG
755
Edge Capital Group
Georgia
$971K -$126K -2,940 -11%
SS
756
Sunbelt Securities
Texas
$966K -$770 -18 -0.1%
CT
757
Caldwell Trust
Florida
$961K +$146K +3,402 +18%
AWA
758
Alta Wealth Advisors
Massachusetts
$958K +$3.08K +72 +0.3%
MP
759
McDonald Partners
Ohio
$955K +$5.9K +138 +0.6%
MCM
760
Mainstay Capital Management
Michigan
$951K – – –
TCWM
761
Total Clarity Wealth Management
Illinois
$947K +$32.9K +768 +4%
HL
762
HeadInvest LLC
Maine
$945K +$252K +5,898 +36%
DWP
763
Destiny Wealth Partners
Florida
$940K – – –
BCA
764
Berman Capital Advisors
Georgia
$927K -$390K -9,120 -30%
CCM
765
Ciovacco Capital Management
Georgia
$925K -$4.38M -102,480 -83%
WA
766
Wealth Advisors
California
$924K +$19.3K +450 +2%
FVWA
767
Foster Victor Wealth Advisors
South Carolina
$921K -$97.3K -2,274 -10%
LWM
768
Liberty Wealth Management
California
$918K – – –
OWM
769
Orgel Wealth Management
Wisconsin
$915K -$132K -3,096 -13%
MCM
770
MV Capital Management
Maryland
$912K -$16.7K -390 -2%
TA
771
TrueWealth Advisors
Alabama
$907K +$855K +19,986 New
EWM
772
EPG Wealth Management
Georgia
$906K +$172K +4,032 +24%
VFIC
773
Valley Forge Investment Consultants
Pennsylvania
$904K -$57.8K -1,350 -6%
FPB
774
First PREMIER Bank
South Dakota
$901K +$900K +21,036 New
KFA
775
Kelleher Financial Advisors
New York
$898K +$306K +7,152 +52%
29 30
31
32 33