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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
826
Waller Financial Planning Group
Ohio
$753K – – –
CL
827
Cabana LLC
Arkansas
$749K +$748K +17,490 New
PIMG
828
Patriot Investment Management Group
Tennessee
$747K +$747K +17,454 New
IFAM
829
Institutional & Family Asset Management
Colorado
$746K -$115K -2,694 -13%
IF
830
IRON Financial
Illinois
$744K -$51.1K -1,194 -6%
PCA
831
Pallas Capital Advisors
Massachusetts
$744K +$720K +16,830 New
FI
832
FormulaFolio Investments
Michigan
$743K -$15M -349,530 -95%
FFA
833
First Foundation Advisors
California
$743K -$16.9K -396 -2%
ACM
834
AUA Capital Management
Pennsylvania
$742K +$474K +11,082 +178%
ACP
835
Ashfield Capital Partners
California
$739K – – –
MFW
836
Meristem Family Wealth
Minnesota
$729K -$6.67K -156 -0.9%
RMDI
837
R.M. Davis Inc
Maine
$729K – – –
SFA
838
Sequoia Financial Advisors
Ohio
$727K +$52.9K +1,236 +8%
9WM
839
9258 Wealth Management
Ohio
$725K – – –
PSUF
840
People's United Financial
Connecticut
$723K -$14.9K -348 -2%
PB
841
Pinnacle Bancorp
Nebraska
$723K +$513 +12 +0.1%
CWM
842
Collaborative Wealth Management
Florida
$723K +$645K +15,084 New
SWM
843
SeaCrest Wealth Management
New York
$722K +$200K +4,680 +38%
WAOI
844
Wealth Advisors of Iowa
Iowa
$717K +$1.03K +24 +0.1%
CIA
845
Compass Ion Advisors
Pennsylvania
$708K +$1.03K +24 +0.1%
PG
846
Prostatis Group
Maryland
$704K +$703K +16,422 New
LWA
847
Lenox Wealth Advisors
New York
$701K -$20.5K -480 -3%
LWAC
848
Laurel Wealth Advisors (California)
California
$700K -$3.73M -87,102 -84%
FNBSF
849
First National Bank Sioux Falls
South Dakota
$699K +$259K +6,060 +59%
LC
850
Lincoln Capital
Nebraska
$698K +$29.3K +684 +4%
32 33
34
35 36