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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$4.44M -$84.6K -1,260 -2%
BWCS
802
Beirne Wealth Consulting Services
Connecticut
$4.44M +$4.84K +72 +0.1%
GFG
803
Greystone Financial Group
Michigan
$4.44M +$491K +7,314 +13%
EWM
804
Evercore Wealth Management
New York
$4.43M – – –
AWE
805
Avidian Wealth Enterprises
Texas
$4.43M -$56K -834 -1%
OC
806
Opinicus Capital
Florida
$4.41M -$155K -2,310 -3%
LIM
807
Leavell Investment Management
Alabama
$4.4M -$230K -3,420 -5%
XPN
808
XY Planning Network
Montana
$4.4M +$4.32M +64,308 New
SAW
809
Signal Advisors Wealth
Michigan
$4.39M -$347K -5,172 -7%
DI
810
Disciplined Investors
Texas
$4.36M +$4.33M +64,506 New
USCWA
811
U.S. Capital Wealth Advisors
Texas
$4.33M +$200K +2,970 +5%
AFG
812
Altiora Financial Group
Ohio
$4.32M – – –
IFWM
813
Institute for Wealth Management
Colorado
$4.32M -$227K -3,384 -5%
PCM
814
Parsons Capital Management
Rhode Island
$4.32M +$60.1K +894 +1%
KCPG
815
Kavar Capital Partners Group
Kansas
$4.31M +$575K +8,562 +16%
ECM
816
EMC Capital Management
Texas
$4.31M -$14.9M -221,724 -78%
UBV
817
United Bank (Virginia)
Virginia
$4.3M – – –
LFA
818
Level Financial Advisors
New York
$4.27M +$1.43M +21,258 +52%
AF
819
Apexium Financial
Texas
$4.27M +$46.4K +690 +1%
KL
820
KWMG LLC
Kansas
$4.26M -$84.6K -1,260 -2%
FC
821
Fulcrum Capital
Washington
$4.24M +$587K +8,736 +16%
MW
822
Maia Wealth
Colorado
$4.24M +$58K +864 +1%
SVWAG
823
Sound View Wealth Advisors Group
Georgia
$4.23M +$370K +5,514 +10%
NAMNJ
824
NorthStar Asset Management (New Jersey)
New Jersey
$4.21M +$24.6K +366 +0.6%
EW
825
Evoke Wealth
California
$4.21M +$2.5M +37,200 +153%
31 32
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34 35