We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
801
Sage Mountain Advisors
Georgia
$4.46M – – –
SWA
802
SOA Wealth Advisors
New York
$4.44M -$84.6K -1,260 -2%
BWCS
803
Beirne Wealth Consulting Services
Connecticut
$4.44M +$4.84K +72 +0.1%
GFG
804
Greystone Financial Group
Michigan
$4.44M +$491K +7,314 +13%
EWM
805
Evercore Wealth Management
New York
$4.43M – – –
AWE
806
Avidian Wealth Enterprises
Texas
$4.43M -$56K -834 -1%
OC
807
Opinicus Capital
Florida
$4.41M -$155K -2,310 -3%
LIM
808
Leavell Investment Management
Alabama
$4.4M -$230K -3,420 -5%
XPN
809
XY Planning Network
Montana
$4.4M +$4.32M +64,308 New
SAW
810
Signal Advisors Wealth
Michigan
$4.39M -$347K -5,172 -7%
DI
811
Disciplined Investors
Texas
$4.36M +$4.33M +64,506 New
USCWA
812
U.S. Capital Wealth Advisors
Texas
$4.33M +$200K +2,970 +5%
AFG
813
Altiora Financial Group
Ohio
$4.32M – – –
IFWM
814
Institute for Wealth Management
Colorado
$4.32M -$227K -3,384 -5%
PCM
815
Parsons Capital Management
Rhode Island
$4.32M +$60.1K +894 +1%
KCPG
816
Kavar Capital Partners Group
Kansas
$4.31M +$575K +8,562 +16%
ECM
817
EMC Capital Management
Texas
$4.31M -$14.9M -221,724 -78%
UBV
818
United Bank (Virginia)
Virginia
$4.3M – – –
LFA
819
Level Financial Advisors
New York
$4.27M +$1.43M +21,258 +52%
AF
820
Apexium Financial
Texas
$4.27M +$46.4K +690 +1%
KL
821
KWMG LLC
Kansas
$4.26M -$84.6K -1,260 -2%
FC
822
Fulcrum Capital
Washington
$4.24M +$587K +8,736 +16%
MW
823
Maia Wealth
Colorado
$4.24M +$58K +864 +1%
SVWAG
824
Sound View Wealth Advisors Group
Georgia
$4.23M +$370K +5,514 +10%
NAMNJ
825
NorthStar Asset Management (New Jersey)
New Jersey
$4.21M +$24.6K +366 +0.6%
31 32
33
34 35