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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$355K +$338K +11,700 New
EP
802
Eudaimonia Partners
Tennessee
$353K +$335K +11,610 New
MGWM
803
Marks Group Wealth Management
Minnesota
$351K +$334K +11,574 New
RFN
804
RDA Financial Network
Iowa
$350K +$29.5K +1,020 +10%
OBWP
805
O'Brien Wealth Partners
Massachusetts
$350K +$328K +11,352 New
KWMG
806
King Wealth Management Group
Florida
$348K +$173 +6 +0.1%
ZF
807
Zhang Financial
Michigan
$347K – – –
IP
808
Intellectus Partners
California
$347K +$330K +11,424 New
AC
809
Alexandria Capital
Virginia
$346K -$17.2K -594 -5%
RFA
810
Reilly Financial Advisors
California
$346K +$19.2K +666 +6%
IAN
811
Integrated Advisors Network
Texas
$346K +$329K +11,406 New
B
812
Brightworth
Georgia
$344K – – –
CC
813
Courier Capital
New York
$344K – – –
GDP
814
Great Diamond Partners
Maine
$344K +$327K +11,340 New
FNT
815
First National Trust
Pennsylvania
$342K – – –
9WM
816
9258 Wealth Management
Ohio
$342K +$326K +11,274 New
IF
817
Ironwood Financial
Arizona
$341K -$3.46K -120 -1%
HPC
818
HM Payson & Co
Maine
$338K +$68.3K +2,364 +27%
AWE
819
Avidian Wealth Enterprises
Texas
$337K – – –
TI
820
tru Independence
Oregon
$337K +$373K +12,912 New
PCIA
821
Prime Capital Investment Advisors
Kansas
$336K +$115K +3,966 +56%
FFWA
822
FRG Family Wealth Advisors
Washington
$335K – – –
PFO
823
Pathstone Family Office
New Jersey
$335K – – –
EA
824
Elm Advisors
California
$334K – – –
DAS
825
Dynamic Advisor Solutions
Arizona
$334K +$318K +10,998 New
31 32
33
34 35