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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
751
Level Financial Advisors
New York
$4.66M +$875K +12,984 +21%
HSA
752
HBK Sorce Advisory
Pennsylvania
$4.66M -$360K -5,346 -7%
PFBT
753
Parkside Financial Bank & Trust
Missouri
$4.65M +$151K +2,238 +3%
MWM
754
Maridea Wealth Management
New York
$4.64M -$2.85M -42,312 -36%
MCA
755
MSH Capital Advisors
Arizona
$4.62M -$16.6K -246 -0.3%
SPA
756
Sentinel Pension Advisors
Massachusetts
$4.62M -$257K -3,816 -5%
CIC
757
Carnegie Investment Counsel
Ohio
$4.62M -$377K -5,592 -6%
BWM
758
BCS Wealth Management
Tennessee
$4.58M -$63.5K -942 -1%
BGA
759
Battery Global Advisors
Massachusetts
$4.54M – – –
LIA
760
LifePlan Investment Advisors
North Carolina
$4.52M +$445K +6,594 +10%
AAMC
761
Asset Allocation & Management Company
Illinois
$4.52M – – –
MI
762
Motiv8 Investments
Florida
$4.51M -$261K -3,864 -5%
CF
763
Centaurus Financial
California
$4.51M -$155K -2,298 -3%
BMCM
764
Bryn Mawr Capital Management
Pennsylvania
$4.5M +$405 +6 +0%
CAM
765
CPA Asset Management
Florida
$4.5M +$2.59M +38,400 +112%
EWA
766
Emergent Wealth Advisors
New York
$4.49M +$244K +3,624 +5%
FTWA
767
Fifth Third Wealth Advisors
Ohio
$4.49M +$206K +3,060 +4%
MMA
768
Miracle Mile Advisors
California
$4.49M +$479K +7,104 +11%
PF
769
PlanWiser Financial
Colorado
$4.48M +$4.71M +69,828 New
EFP
770
EnRich Financial Partners
Wisconsin
$4.46M -$70K -1,038 -1%
SWC
771
Spectrum Wealth Counsel
Indiana
$4.45M +$129K +1,920 +3%
CHJWM
772
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.43M +$596K +8,844 +13%
BRG
773
Bay Rivers Group
Virginia
$4.43M -$117K -1,734 -2%
AL
774
Aspiriant LLC
California
$4.43M -$466K -6,918 -9%
WIA
775
World Investment Advisors
California
$4.43M -$824K -12,228 -15%
29 30
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32 33