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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
776
Independent Wealth Network
Iowa
$1.4M -$28.9K -612 -2%
RWP
777
Revolve Wealth Partners
New Jersey
$1.4M -$148K -3,132 -10%
W
778
Wealthquest
Ohio
$1.38M – – –
FVWA
779
Foster Victor Wealth Advisors
South Carolina
$1.38M +$125K +2,646 +10%
PGFC
780
Peapack-Gladstone Financial Corp
New Jersey
$1.37M +$351K +7,410 +35%
MSFS
781
Main Street Financial Solutions
Pennsylvania
$1.37M -$25K -528 -2%
ACM
782
AUA Capital Management
Pennsylvania
$1.36M +$175K +3,690 +15%
VAS
783
Vestmark Advisory Solutions
Massachusetts
$1.36M -$17.9K -378 -1%
AMG
784
Asset Management Group
Connecticut
$1.36M +$34.3K +726 +3%
KWM
785
Kaydan Wealth Management
Michigan
$1.36M -$22.1K -468 -2%
CSB
786
City State Bank
Iowa
$1.35M +$217K +4,590 +19%
WW
787
Waterfront Wealth
Kansas
$1.35M +$92.5K +1,956 +7%
M
788
MOTCO
Texas
$1.35M -$188K -3,978 -12%
WTB
789
Washington Trust Bank
Washington
$1.34M – – –
NL
790
Navalign LLC
California
$1.34M +$322K +6,798 +27%
CCM
791
Chilton Capital Management
Texas
$1.33M +$3.69K +78 +0.3%
DIP
792
DT Investment Partners
Pennsylvania
$1.33M – – –
WI
793
WrapManager Inc
California
$1.33M -$18.2K -384 -1%
HDIM
794
Hanson & Doremus Investment Management
Vermont
$1.32M +$284 +6 +0%
FPAS
795
Focus Partners Advisor Solutions
Missouri
$1.32M +$1.3M +27,474 New
IFPL
796
Investments & Financial Planning LLC
Kentucky
$1.31M +$2.84K +60 +0.2%
TA
797
TrueWealth Advisors
Alabama
$1.29M – – –
WA
798
Wealthstream Advisors
New York
$1.29M – – –
ATC
799
Argent Trust Co
Tennessee
$1.29M -$112K -2,358 -8%
TFA
800
Triad Financial Advisors
North Carolina
$1.29M -$45.7K -966 -3%
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