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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
851
Gradient Capital Advisors
California
$4.21M +$200K +3,042 +6%
TWM
852
Tradition Wealth Management
Minnesota
$4.2M -$616K -9,354 -14%
KLCM
853
KG&L Capital Management
Louisiana
$4.2M +$245K +3,726 +7%
PIA
854
Panoramic Investment Advisors
Colorado
$4.18M +$583K +8,862 +18%
PTP
855
Platform Technology Partners
New York
$4.17M +$203K +3,090 +6%
MBI
856
May Barnhard Investments
Maryland
$4.17M -$254K -3,852 -6%
WA
857
WBH Advisory
Maryland
$4.16M +$1.38M +20,916 +58%
OFS
858
OneAscent Financial Services
Alabama
$4.16M -$1.59M -24,096 -30%
TPW
859
Talon Private Wealth
Florida
$4.15M -$761K -11,556 -17%
BCG
860
Bravias Capital Group
New Jersey
$4.14M +$164K +2,484 +5%
FA
861
Fiduciary Alliance
South Carolina
$4.14M +$3.21M +48,696 +614%
UAG
862
United Advisor Group
Ohio
$4.12M +$1.19M +18,132 +47%
HWA
863
HHM Wealth Advisors
Tennessee
$4.12M +$155K +2,358 +4%
GFPC
864
Global Financial Private Client
Florida
$4.11M +$395 +6 +0%
NPT
865
Nixon Peabody Trust
Massachusetts
$4.08M – – –
SVWAG
866
Sound View Wealth Advisors Group
Georgia
$4.07M -$64K -972 -2%
HFRG
867
Houlihan Financial Resource Group
Virginia
$4.06M +$6.32K +96 +0.2%
BIP
868
Blueprint Investment Partners
North Carolina
$4.05M -$596K -9,054 -14%
1WM
869
1900 Wealth Management
Texas
$4.04M -$9.88K -150 -0.3%
PA
870
Probity Advisors
Texas
$4.04M -$35.9K -546 -1%
IFWM
871
Institute for Wealth Management
Colorado
$4.03M -$265K -4,020 -7%
UBV
872
United Bank (Virginia)
Virginia
$4.03M -$509K -7,728 -12%
MWM
873
MOKAN Wealth Management
Kansas
$4.03M -$1.53M -23,226 -30%
DJSG
874
D.J. St. Germain
Massachusetts
$4M +$4.34K +66 +0.1%
CFGSD
875
Compass Financial Group (South Dakota)
South Dakota
$3.98M -$79K -1,200 -2%
33 34
35
36 37