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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
751
D.J. St. Germain
Massachusetts
$2.31M +$2.12M +48,924 New
KWM
752
Keebeck Wealth Management
Illinois
$2.31M – – –
EWM
753
Evermay Wealth Management
Virginia
$2.3M – – –
KFP
754
KMG Fiduciary Partners
Ohio
$2.3M +$129K +2,970 +6%
RW
755
REDW Wealth
New Mexico
$2.3M -$36.2K -834 -2%
MWP
756
Madison Wealth Partners
Wisconsin
$2.29M -$28.9K -666 -1%
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$2.27M +$107K +2,478 +5%
HWA
758
HHM Wealth Advisors
Tennessee
$2.26M +$200K +4,614 +11%
SWPG
759
Strategic Wealth Partners Group
Illinois
$2.26M -$11.2K -258 -0.5%
SIS
760
Strategic Investment Solutions
Illinois
$2.26M -$2.8M -64,452 -56%
AL
761
ACAS LLC
California
$2.25M +$15.4K +354 +0.7%
WTC
762
WhitTier Trust Company
Nevada
$2.24M +$1.55M +35,640 +300%
SHGA
763
Sand Hill Global Advisors
California
$2.24M +$15.4K +354 +0.8%
GP
764
Girard Partners
Pennsylvania
$2.23M -$38.2K -882 -2%
FPB
765
First PREMIER Bank
South Dakota
$2.23M +$409K +9,432 +25%
SWA
766
Sightline Wealth Advisors
Connecticut
$2.22M – – –
CS
767
Credit Suisse
Switzerland
$2.22M +$9.89K +228 +0.5%
PA
768
Parallel Advisors
California
$2.21M -$181K -4,164 -8%
SHFP
769
Second Half Financial Partners
Florida
$2.2M +$2.03M +46,710 New
CAM
770
Cozad Asset Management
Illinois
$2.19M +$215K +4,968 +12%
WBCM
771
Wilson & Boucher Capital Management
California
$2.18M +$260 +6 +0%
AO
772
Advisor OS
Illinois
$2.18M +$1.46M +33,678 +267%
HNWAG
773
High Net Worth Advisory Group
Florida
$2.18M -$40.1K -924 -2%
AFG
774
Altiora Financial Group
Ohio
$2.17M – – –
LRPA
775
L. Roy Papp & Associates
Arizona
$2.17M – – –
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