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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
826
Derbend Asset Management
Georgia
$1.78M +$379K +8,736 +30%
AIFAIM
827
American Institute for Advanced Investment Management
Arizona
$1.77M +$650K +15,000 +67%
AWA
828
Alta Wealth Advisors
Massachusetts
$1.74M +$65.8K +1,518 +4%
VFA
829
Valeo Financial Advisors
Indiana
$1.73M -$3.09M -71,196 -66%
CAS
830
Coppell Advisory Solutions
Texas
$1.73M -$1.15M -26,424 -42%
WPC
831
Wedmont Private Capital
Pennsylvania
$1.73M +$830K +19,140 +115%
STA
832
Summit Trail Advisors
New York
$1.72M +$82.5K +1,902 +6%
EWM
833
Empirical Wealth Management
Washington
$1.71M -$131K -3,024 -8%
BC
834
Bartlett & Co
Ohio
$1.71M -$4.42K -102 -0.3%
BCWM
835
Bartlett & Co Wealth Management
Ohio
$1.7M -$4.42K -102 -0.3%
WIA
836
World Investment Advisors
California
$1.7M -$12.8K -294 -0.8%
RPGK
837
Retirement Planning Group (Kansas)
Kansas
$1.69M -$33.6K -774 -2%
TFS
838
Thoroughbred Financial Services
Tennessee
$1.69M +$11.7K +270 +0.8%
GA
839
Goldstein Advisors
Wisconsin
$1.69M +$264K +6,084 +21%
GLLW
840
Graves Light Lenhart Wealth
Virginia
$1.68M +$520 +12 +0%
M
841
MOTCO
Texas
$1.68M -$106K -2,448 -6%
CP
842
Capital Planning
Washington
$1.68M +$274K +6,324 +22%
TSWM
843
Triangle Securities Wealth Management
North Carolina
$1.68M +$69K +1,590 +5%
SS
844
Sunbelt Securities
Texas
$1.67M +$554K +12,768 +56%
KFS
845
Kelly Financial Services
Massachusetts
$1.67M -$70.5K -1,626 -4%
GT
846
Greenleaf Trust
Michigan
$1.67M -$561K -12,936 -27%
FTWA
847
Fifth Third Wealth Advisors
Ohio
$1.66M +$1.52M +35,106 New
SFPG
848
Stonebridge Financial Planning Group
Florida
$1.65M -$70.5K -1,626 -4%
ML
849
McAdam LLC
Pennsylvania
$1.64M -$54.6K -1,260 -3%
OCM
850
Orser Capital Management
Texas
$1.63M +$756K +17,436 +101%
32 33
34
35 36