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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
751
Blue Zone Wealth Advisors
California
$1.63M – – –
TC
752
Titleist Capital
Texas
$1.63M +$76.6K +2,082 +5%
RPCONE
753
Retirement Planning Company of New England
Rhode Island
$1.62M +$12.4K +336 +0.7%
ACP
754
Aveo Capital Partners
Colorado
$1.62M -$76.1K -2,070 -4%
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$1.62M – – –
WBCM
756
Wilson & Boucher Capital Management
California
$1.61M -$21.9K -594 -1%
PA
757
Parallel Advisors
California
$1.61M -$124K -3,360 -7%
HWA
758
HHM Wealth Advisors
Tennessee
$1.6M +$1.66M +45,108 New
CWC
759
Carolinas Wealth Consulting
North Carolina
$1.6M +$1.05M +28,428 +171%
BWL
760
Bogart Wealth LLC
Virginia
$1.58M +$1.58M +42,996 +2,821%
PL
761
Plancorp LLC
Missouri
$1.57M -$662 -18 -0%
JHCP
762
Jackson Hole Capital Partners
Oklahoma
$1.57M -$11.5K -312 -0.7%
CCWM
763
Cassaday & Co Wealth Management
Virginia
$1.57M +$1.62M +44,130 New
SIAS
764
Summit Investment Advisory Services
Minnesota
$1.57M +$1.62M +44,100 New
AL
765
ACAS LLC
California
$1.56M +$1.62M +44,034 New
SFPG
766
Stonebridge Financial Planning Group
Florida
$1.55M -$181K -4,920 -10%
GFG
767
Greystone Financial Group
Michigan
$1.54M +$427K +11,610 +36%
AA
768
Ancora Advisors
Ohio
$1.5M -$102K -2,778 -6%
HPM
769
Hoxton Planning & Management
West Virginia
$1.48M +$1.53M +41,694 New
SSWM
770
Smith Salley Wealth Management
North Carolina
$1.47M -$10.2K -276 -0.7%
MG
771
MilWealth Group
Wisconsin
$1.46M -$16.1K -438 -1%
AWP
772
Accretive Wealth Partners
New Jersey
$1.46M +$368K +9,996 +32%
IAN
773
Integrated Advisors Network
Texas
$1.46M -$210K -5,700 -12%
M
774
MOTCO
Texas
$1.45M +$502K +13,644 +50%
OGF
775
Orin Green Financial
California
$1.45M -$84.8K -2,304 -5%
29 30
31
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