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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
876
Private Capital Management (Colorado)
Colorado
$1.01M -$97.3K -2,646 -8%
PA
877
Paragon Advisors
Texas
$1.01M -$554K -15,048 -35%
AWE
878
Avidian Wealth Enterprises
Texas
$1.01M -$89.2K -2,424 -8%
AMG
879
Asset Management Group
Connecticut
$1.01M +$1.99K +54 +0.2%
KLCM
880
KG&L Capital Management
Louisiana
$1.01M -$446K -12,126 -30%
PP
881
Patten & Patten
Tennessee
$1.01M +$62.9K +1,710 +6%
ACM
882
AUA Capital Management
Pennsylvania
$1.01M +$43.7K +1,188 +4%
RIM
883
Rockbridge Investment Management
New York
$1M -$56.3K -1,530 -5%
PIA
884
Powell Investment Advisors
Florida
$1M +$1.04M +28,164 New
ADL
885
Asset Dedication LLC
California
$998K -$67.8K -1,842 -6%
HWM
886
Hohimer Wealth Management
Washington
$996K -$823K -22,362 -44%
LWAC
887
Laurel Wealth Advisors (California)
California
$989K -$23K -624 -2%
ECG
888
Edge Capital Group
Georgia
$984K +$20.7K +564 +2%
WI
889
WrapManager Inc
California
$982K +$16.6K +450 +2%
SWM
890
SeaCrest Wealth Management
New York
$981K -$309K -8,394 -23%
NLP
891
Next Level Private
New York
$981K +$221K +6,012 +28%
VAS
892
Vestmark Advisory Solutions
Massachusetts
$979K -$12.4K -336 -1%
WP
893
WealthSource Partners
California
$973K -$109K -2,970 -10%
RFP
894
RCS Financial Planning
Maryland
$969K +$1M +27,288 New
CAM
895
Covenant Asset Management
New Jersey
$967K -$1.54K -42 -0.2%
CP
896
Capital Planning
Washington
$967K +$226K +6,156 +29%
GWM
897
Greenhouse Wealth Management
Connecticut
$963K +$486K +13,224 +95%
BCI
898
Brinker Capital Investments
Pennsylvania
$962K -$327K -8,880 -25%
DAM
899
Derbend Asset Management
Georgia
$959K -$1.15M -31,176 -54%
MSFS
900
Main Street Financial Solutions
Pennsylvania
$957K -$15.4K -420 -2%
34 35
36
37 38