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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
776
SageView Advisory Group
California
$4.41M -$2.14M -31,680 -31%
GL
777
Graypoint LLC
New York
$4.4M +$3.9M +57,780 +428%
GFG
778
Greystone Financial Group
Michigan
$4.38M +$411K +6,090 +9%
KFA
779
Kelleher Financial Advisors
New York
$4.36M – – –
EWM
780
Elevatus Welath Management
New York
$4.35M -$7.82M -116,052 -62%
TPW
781
Talon Private Wealth
Florida
$4.3M +$1.94M +28,818 +73%
AWMS
782
Advocacy Wealth Management Services
Georgia
$4.3M -$1.11M -16,398 -19%
FC
783
Family CFO
California
$4.3M +$133K +1,968 +3%
FA
784
FF Advisors
California
$4.27M -$2.43K -36 -0.1%
RBFC
785
Roman Butler Fullerton & Co
Missouri
$4.24M -$26.7K -396 -0.6%
DT
786
Diversified Trust
Tennessee
$4.24M -$24.7K -366 -0.5%
AC
787
Apella Capital
Connecticut
$4.22M +$3.55M +52,686 +327%
GJWM
788
Gilliland Jeter Wealth Management
Arkansas
$4.21M +$11.3K +168 +0.2%
FFN
789
Focus Financial Network
Minnesota
$4.17M -$189K -2,802 -4%
KIA
790
KCM Investment Advisors
California
$4.17M -$3.24K -48 -0.1%
CWAG
791
Compton Wealth Advisory Group
Virginia
$4.13M +$982K +14,568 +28%
TWM
792
Tradition Wealth Management
Minnesota
$4.13M -$32.8K -486 -0.7%
MW
793
Maia Wealth
Colorado
$4.12M +$450K +6,672 +11%
LWM
794
Latko Wealth Management
Illinois
$4.12M -$204K -3,024 -4%
GLA
795
Great Lakes Advisors
Illinois
$4.11M -$734K -10,890 -14%
LWL
796
Leo Wealth LLC
Texas
$4.11M -$3.8M -56,376 -46%
AWE
797
Avidian Wealth Enterprises
Texas
$4.07M +$66.3K +984 +2%
EW
798
Evoke Wealth
California
$4.03M +$247K +3,660 +6%
SMA
799
Sage Mountain Advisors
Georgia
$4.03M – – –
ITB
800
Idaho Trust Bank
Idaho
$4.02M -$21.4K -318 -0.5%
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