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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
801
Marshall & Sterling Wealth Advisors
New York
$4.83M -$1.24M -18,822 -22%
CWMK
802
Caliber Wealth Management (Kansas)
Kansas
$4.83M +$131K +1,992 +3%
GLA
803
Great Lakes Advisors
Illinois
$4.82M -$32.4K -492 -0.7%
LIM
804
Leavell Investment Management
Alabama
$4.77M +$19.4K +294 +0.5%
EW
805
Evoke Wealth
California
$4.77M – – –
SAW
806
Signal Advisors Wealth
Michigan
$4.74M +$247K +3,750 +6%
KL
807
KWMG LLC
Kansas
$4.69M +$138K +2,100 +3%
SFO
808
Stokes Family Office
Louisiana
$4.69M +$409K +6,210 +11%
SWA
809
SOA Wealth Advisors
New York
$4.69M +$8.69K +132 +0.2%
GJIA
810
Glass Jacobson Investment Advisors
Maryland
$4.68M -$818K -12,432 -16%
BTI
811
Blue Trust Inc
Georgia
$4.68M +$238K +3,618 +6%
NAMNJ
812
NorthStar Asset Management (New Jersey)
New Jersey
$4.66M +$184K +2,796 +5%
ALC
813
Alexander Labrunerie & Co
Missouri
$4.66M +$26.5K +402 +0.6%
CWL
814
Causey Wealth LLC
Colorado
$4.66M -$61.2K -930 -1%
SWP
815
Summit Wealth Partners
Florida
$4.64M +$1.19M +18,060 +40%
NP
816
NorthRock Partners
Minnesota
$4.63M +$60K +912 +1%
AF
817
Apexium Financial
Texas
$4.63M – – –
VWM
818
Venturi Wealth Management
Texas
$4.62M -$134M -2,034,270 -97%
AFG
819
Altiora Financial Group
Ohio
$4.62M – – –
Q1WB
820
Quest 10 Wealth Builders
Virginia
$4.6M +$42.3K +642 +1%
BFS
821
BridgePort Financial Solutions
Iowa
$4.6M +$94.8K +1,440 +2%
EWM
822
Evercore Wealth Management
New York
$4.58M -$139K -2,112 -3%
SAG
823
SageView Advisory Group
California
$4.57M -$734K -11,142 -16%
VA
824
Valmark Advisers
Ohio
$4.56M +$20.9K +318 +0.5%
PCM
825
Prospera Capital Management
Arizona
$4.51M +$130K +1,974 +3%
31 32
33
34 35