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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
826
Evoke Wealth
California
$4.21M +$2.5M +37,200 +153%
WB
827
West Bancorporation
Iowa
$4.2M +$686K +10,206 +20%
EA
828
Eclectic Associates
California
$4.19M +$854K +12,708 +26%
MA
829
Montag & Associates
Georgia
$4.17M -$119K -1,776 -3%
RAM
830
Riggs Asset Management
Pennsylvania
$4.17M +$52.4K +780 +1%
GCA
831
Gradient Capital Advisors
California
$4.17M -$98.8K -1,470 -2%
VW
832
Veridan Wealth
Oregon
$4.16M +$4.05M +60,228 New
ZF
833
Zhang Financial
Michigan
$4.16M +$9.67K +144 +0.2%
SWM
834
Stark Wealth Management
Pennsylvania
$4.14M +$4.07M +60,552 New
FC
835
Forte Capital
New York
$4.13M -$120K -1,788 -3%
HWA
836
Hillcrest Wealth Advisors
New Jersey
$4.12M -$101K -1,500 -2%
DWP
837
Daymark Wealth Partners
Ohio
$4.12M -$136K -2,022 -3%
CWL
838
Causey Wealth LLC
Colorado
$4.11M +$4.04M +60,078 New
WAS
839
WESPAC Advisors SoCal
California
$4.1M -$1.28M -19,068 -24%
FVIM
840
Fort Vancouver Investment Management
Washington
$4.08M – – –
WIM
841
Warwick Investment Management
Texas
$4.07M +$2.01M +29,886 +101%
HFRG
842
Houlihan Financial Resource Group
Virginia
$4.06M -$103K -1,536 -3%
RFP
843
Root Financial Partners
California
$4.01M +$2.11M +31,410 +115%
COCM
844
Charter Oak Capital Management
New Hampshire
$4M +$98.8K +1,470 +3%
PRP
845
Peak Retirement Planning
Ohio
$3.99M +$3.91M +58,152 New
SFO
846
Stokes Family Office
Louisiana
$3.98M -$957K -14,250 -20%
HPFG
847
Hart & Patterson Financial Group
Massachusetts
$3.98M -$144K -2,148 -4%
BFS
848
BridgePort Financial Solutions
Iowa
$3.98M +$4.02M +59,898 New
IIC
849
Integrated Investment Consultants
Michigan
$3.98M +$3.91M +58,146 New
PCA
850
Pallas Capital Advisors
Massachusetts
$3.97M +$30.6K +456 +0.8%
32 33
34
35 36