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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
851
ARQ Wealth Advisors
Arizona
$662K – – –
LC
852
Lincoln Capital
Nebraska
$659K +$57K +1,428 +10%
SFS
853
Summit Financial Strategies
Ohio
$652K – – –
AIA
854
Angeles Investment Advisors
California
$647K +$163K +4,074 +36%
HKAM
855
Horizon Kinetics Asset Management
New York
$646K +$208K +5,208 +52%
FHC
856
First Horizon Corporation
Tennessee
$645K – – –
VNA
857
Valley National Advisers
Pennsylvania
$643K – – –
DJSG
858
D.J. St. Germain
Massachusetts
$641K -$1.92K -48 -0.3%
DSC
859
Duncker Streett & Co
Missouri
$640K +$259K +6,492 +75%
TVAMP
860
Tennessee Valley Asset Management Partners
Tennessee
$640K +$303K +7,590 +100%
ACM
861
Allred Capital Management
Texas
$633K -$1.44K -36 -0.2%
CBN
862
Cadence Bank NA
Texas
$631K – – –
LNWTC
863
Laird Norton Wetherby Trust Company
Washington
$630K +$595K +14,916 New
BAM
864
Berkshire Asset Management
Pennsylvania
$623K +$589K +14,760 New
FWM
865
Focused Wealth Management
New York
$622K – – –
MWM
866
Madison Wealth Management
Ohio
$616K +$273K +6,834 +88%
TFA
867
Trinity Financial Advisors
Ohio
$614K +$581K +14,550 New
MA
868
Montag & Associates
Georgia
$608K -$6.71K -168 -1%
CWP
869
Corepath Wealth Partners
Arizona
$607K +$574K +14,382 New
BFG
870
Berger Financial Group
Minnesota
$599K +$566K +14,178 New
BBNA
871
Bremer Bank National Association
Minnesota
$596K – – –
SIM
872
Sonora Investment Management
Arizona
$596K +$36.4K +912 +7%
AWP
873
Abacus Wealth Partners
California
$595K +$563K +14,100 New
PWM
874
Perigon Wealth Management
California
$595K +$57K +1,428 +11%
TA
875
TruWealth Advisors
Louisiana
$594K +$562K +14,070 New
33 34
35
36 37