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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
826
American Institute for Advanced Investment Management
Arizona
$1.77M +$650K +15,000 +67%
AWA
827
Alta Wealth Advisors
Massachusetts
$1.74M +$65.8K +1,518 +4%
VFA
828
Valeo Financial Advisors
Indiana
$1.73M -$3.09M -71,196 -66%
CAS
829
Coppell Advisory Solutions
Texas
$1.73M -$1.15M -26,424 -42%
WPC
830
Wedmont Private Capital
Pennsylvania
$1.73M +$830K +19,140 +115%
STA
831
Summit Trail Advisors
New York
$1.72M +$82.5K +1,902 +6%
EWM
832
Empirical Wealth Management
Washington
$1.71M -$131K -3,024 -8%
BC
833
Bartlett & Co
Ohio
$1.71M -$4.42K -102 -0.3%
BCWM
834
Bartlett & Co Wealth Management
Ohio
$1.7M -$4.42K -102 -0.3%
WIA
835
World Investment Advisors
California
$1.7M -$12.8K -294 -0.8%
RPGK
836
Retirement Planning Group (Kansas)
Kansas
$1.69M -$33.6K -774 -2%
TFS
837
Thoroughbred Financial Services
Tennessee
$1.69M +$11.7K +270 +0.8%
GA
838
Goldstein Advisors
Wisconsin
$1.69M +$264K +6,084 +21%
GLLW
839
Graves Light Lenhart Wealth
Virginia
$1.68M +$520 +12 +0%
M
840
MOTCO
Texas
$1.68M -$106K -2,448 -6%
CP
841
Capital Planning
Washington
$1.68M +$274K +6,324 +22%
TSWM
842
Triangle Securities Wealth Management
North Carolina
$1.68M +$69K +1,590 +5%
SS
843
Sunbelt Securities
Texas
$1.67M +$554K +12,768 +56%
KFS
844
Kelly Financial Services
Massachusetts
$1.67M -$70.5K -1,626 -4%
GT
845
Greenleaf Trust
Michigan
$1.67M -$561K -12,936 -27%
FTWA
846
Fifth Third Wealth Advisors
Ohio
$1.66M +$1.52M +35,106 New
SFPG
847
Stonebridge Financial Planning Group
Florida
$1.65M -$70.5K -1,626 -4%
ML
848
McAdam LLC
Pennsylvania
$1.64M -$54.6K -1,260 -3%
OCM
849
Orser Capital Management
Texas
$1.63M +$756K +17,436 +101%
NCM
850
Novare Capital Management
North Carolina
$1.63M -$52K -1,200 -3%
32 33
34
35 36