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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
751
Sax Wealth Advisors
New Jersey
$5.5M +$1.57M +23,856 +46%
SPA
752
Sentinel Pension Advisors
Massachusetts
$5.49M +$20.1K +306 +0.4%
EWA
753
Emergent Wealth Advisors
New York
$5.48M +$63.2K +960 +1%
CAM
754
CPA Asset Management
Florida
$5.45M +$120K +1,818 +2%
HCP
755
Hexagon Capital Partners
Arkansas
$5.45M -$542K -8,238 -10%
FF
756
Foronjy Financial
California
$5.44M +$4.9M +74,490 New
BWM
757
BCS Wealth Management
Tennessee
$5.44M +$22.5K +342 +0.5%
CWA
758
Cascade Wealth Advisors
Washington
$5.44M -$631K -9,582 -12%
PF
759
PlanWiser Financial
Colorado
$5.41M +$89.3K +1,356 +2%
RBFC
760
Roman Butler Fullerton & Co
Missouri
$5.41M +$79K +1,200 +2%
SFC
761
Strategic Financial Concepts
Texas
$5.39M -$499K -7,578 -9%
WPC
762
Wedmont Private Capital
Pennsylvania
$5.38M +$486K +7,380 +11%
BGA
763
Battery Global Advisors
Massachusetts
$5.37M – – –
PD
764
Planning Directions
Pennsylvania
$5.36M -$1.25M -18,978 -21%
AAMC
765
Asset Allocation & Management Company
Illinois
$5.34M – – –
SI
766
Seeds Investor
New York
$5.34M -$350K -5,316 -7%
BRG
767
Bay Rivers Group
Virginia
$5.33M +$80.6K +1,224 +2%
CWAG
768
Compton Wealth Advisory Group
Virginia
$5.33M +$397K +6,036 +9%
XPN
769
XY Planning Network
Montana
$5.29M +$769K +11,676 +19%
FWA
770
FSM Wealth Advisors
Ohio
$5.29M +$4.26M +64,644 +838%
BMCM
771
Bryn Mawr Capital Management
Pennsylvania
$5.29M -$35.6K -540 -0.7%
MCA
772
MSH Capital Advisors
Arizona
$5.28M -$165K -2,508 -3%
CIA
773
Capital Investment Advisors
Georgia
$5.28M +$1.23M +18,720 +35%
AL
774
Aspiriant LLC
California
$5.24M – – –
KFA
775
Kelleher Financial Advisors
New York
$5.23M +$70.3K +1,068 +2%
29 30
31
32 33