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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
751
KCM Investment Advisors
California
$4.25M +$84K +1,356 +2%
SWA
752
SOA Wealth Advisors
New York
$4.24M +$83.3K +1,344 +2%
ACA
753
Aptus Capital Advisors
Alabama
$4.22M +$2.24M +36,060 +121%
AWE
754
Avidian Wealth Enterprises
Texas
$4.2M -$1.86K -30 -0%
FTWA
755
Fifth Third Wealth Advisors
Ohio
$4.19M -$827K -13,344 -17%
SMA
756
Sage Mountain Advisors
Georgia
$4.17M – – –
WPC
757
Wedmont Private Capital
Pennsylvania
$4.15M -$67.7K -1,092 -2%
ALC
758
Alexander Labrunerie & Co
Missouri
$4.15M +$48.7K +786 +1%
BWCS
759
Beirne Wealth Consulting Services
Connecticut
$4.15M +$8.93K +144 +0.2%
EWM
760
Evercore Wealth Management
New York
$4.15M -$78.8K -1,272 -2%
LIA
761
LifePlan Investment Advisors
North Carolina
$4.11M +$685K +11,052 +21%
KL
762
KWMG LLC
Kansas
$4.07M -$169K -2,730 -4%
AFG
763
Altiora Financial Group
Ohio
$4.04M – – –
AWM
764
Apollon Wealth Management
South Carolina
$4.03M -$97.4K -1,572 -2%
UBV
765
United Bank (Virginia)
Virginia
$4.02M – – –
MA
766
Montag & Associates
Georgia
$4.01M +$57.6K +930 +2%
BW
767
BIP Wealth
Georgia
$4M +$305K +4,920 +9%
GCA
768
Gradient Capital Advisors
California
$3.99M -$200K -3,222 -5%
DWP
769
Daymark Wealth Partners
Ohio
$3.99M -$157K -2,538 -4%
PCM
770
Parsons Capital Management
Rhode Island
$3.98M +$372K +6,000 +11%
GFPC
771
Global Financial Private Client
Florida
$3.98M -$39K -630 -1%
FC
772
Forte Capital
New York
$3.97M -$837K -13,506 -18%
ST
773
Smithfield Trust
Pennsylvania
$3.96M -$18.6K -300 -0.5%
HWA
774
Hillcrest Wealth Advisors
New Jersey
$3.95M – – –
MW
775
Maia Wealth
Colorado
$3.95M +$375K +6,054 +11%
29 30
31
32 33