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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
776
Belpointe Asset Management
Nevada
$2.98M +$519K +10,758 +23%
CCFM
777
Clear Creek Financial Management
Washington
$2.98M +$734K +15,204 +35%
DTC
778
Davidson Trust Company
Washington
$2.98M -$33.9K -702 -1%
RFS
779
Richardson Financial Services
Massachusetts
$2.95M +$2.75M +56,976 New
BW
780
BIP Wealth
Georgia
$2.95M +$18.5K +384 +0.7%
WKWM
781
Walter & Keenan Wealth Management
Indiana
$2.95M -$3.77K -78 -0.1%
MA
782
MAS Advisors
Florida
$2.95M -$51.6K -1,068 -2%
GA
783
GSG Advisors
New Jersey
$2.93M +$743K +15,390 +36%
PA
784
Parallel Advisors
California
$2.93M +$228K +4,722 +9%
AFG
785
Atomi Financial Group
New York
$2.92M +$663K +13,734 +32%
RIL
786
Rothschild Investment LLC
Illinois
$2.91M +$4.63K +96 +0.2%
CFGSD
787
Compass Financial Group (South Dakota)
South Dakota
$2.89M +$4.05K +84 +0.2%
1WM
788
1900 Wealth Management
Texas
$2.89M -$1.17M -24,240 -30%
BGA
789
Battery Global Advisors
Massachusetts
$2.87M +$2.68M +55,446 New
PFG
790
Pacific Financial Group
Washington
$2.86M -$3.48K -72 -0.1%
QPWM
791
Quadrant Private Wealth Management
Pennsylvania
$2.83M +$2.64M +54,702 New
HNWAG
792
High Net Worth Advisory Group
Florida
$2.83M +$373K +7,734 +17%
WA
793
WESPAC Advisors
California
$2.82M +$440K +9,120 +20%
NPT
794
Nixon Peabody Trust
Massachusetts
$2.82M +$431K +8,934 +20%
AIA
795
Arcadia Investment Advisors
Idaho
$2.81M – – –
SAMC
796
Spectrum Asset Management (California)
California
$2.8M -$55K -1,140 -2%
MW
797
Maia Wealth
Colorado
$2.79M +$2.6M +53,928 New
WPC
798
Wedmont Private Capital
Pennsylvania
$2.79M -$285K -5,910 -10%
CP
799
Capital Planning
Washington
$2.78M +$737K +15,258 +40%
PMG
800
ProVise Management Group
Florida
$2.76M +$284K +5,880 +12%
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