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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
751
Oak Harvest Investment Services
Texas
$2.28M +$1.38M +29,124 +138%
FA
752
Financial Alternatives
California
$2.28M +$3.4K +72 +0.1%
PI
753
PFG Investments
New York
$2.25M -$2.83K -60 -0.1%
AWMS
754
Advocacy Wealth Management Services
Georgia
$2.25M – – –
WF
755
WoodTrust Financial
Wisconsin
$2.24M -$45.9K -972 -2%
USCWA
756
U.S. Capital Wealth Advisors
Texas
$2.24M -$44.2K -936 -2%
CS
757
Credit Suisse
Switzerland
$2.23M +$105K +2,226 +5%
KWM
758
Keebeck Wealth Management
Illinois
$2.22M – – –
CFFP
759
Center for Financial Planning
Michigan
$2.22M -$28.3K -600 -1%
EWM
760
Evermay Wealth Management
Virginia
$2.22M -$283 -6 -0%
BWM
761
BCS Wealth Management
Tennessee
$2.21M +$2.3M +48,696 New
SWPG
762
Strategic Wealth Partners Group
Illinois
$2.21M +$32.9K +696 +1%
EWM
763
Elevatus Welath Management
New York
$2.21M +$2.3M +48,690 New
AL
764
ACAS LLC
California
$2.21M +$41.7K +882 +2%
MWP
765
Madison Wealth Partners
Wisconsin
$2.2M – – –
AAM
766
Aureus Asset Management
Massachusetts
$2.2M -$487K -10,302 -18%
KFP
767
KMG Fiduciary Partners
Ohio
$2.2M -$19.6K -414 -0.8%
FPAS
768
Focus Partners Advisor Solutions
Missouri
$2.19M +$259K +5,484 +13%
DJSG
769
D.J. St. Germain
Massachusetts
$2.18M -$39.4K -834 -2%
FFM
770
Forum Financial Management
Illinois
$2.18M -$87.6K -1,854 -4%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$2.18M -$10.5K -222 -0.5%
HWA
772
HHM Wealth Advisors
Tennessee
$2.18M -$3.4K -72 -0.2%
TWC
773
TD Waterhouse Canada
Ontario, Canada
$2.17M +$309K +6,534 +19%
MA
774
MJP Associates
Connecticut
$2.16M +$148K +3,132 +7%
API
775
Advisor Partners II
California
$2.16M +$82.2K +1,740 +4%
29 30
31
32 33