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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
Paragon Advisors
Texas
$1.01M -$554K -15,048 -35%
AWE
877
Avidian Wealth Enterprises
Texas
$1.01M -$89.2K -2,424 -8%
AMG
878
Asset Management Group
Connecticut
$1.01M +$1.99K +54 +0.2%
KLCM
879
KG&L Capital Management
Louisiana
$1.01M -$446K -12,126 -30%
PP
880
Patten & Patten
Tennessee
$1.01M +$62.9K +1,710 +6%
ACM
881
AUA Capital Management
Pennsylvania
$1.01M +$43.7K +1,188 +4%
RIM
882
Rockbridge Investment Management
New York
$1M -$56.3K -1,530 -5%
PIA
883
Powell Investment Advisors
Florida
$1M +$1.04M +28,164 New
ADL
884
Asset Dedication LLC
California
$998K -$67.8K -1,842 -6%
HWM
885
Hohimer Wealth Management
Washington
$996K -$823K -22,362 -44%
LWAC
886
Laurel Wealth Advisors (California)
California
$989K -$23K -624 -2%
ECG
887
Edge Capital Group
Georgia
$984K +$20.7K +564 +2%
WI
888
WrapManager Inc
California
$982K +$16.6K +450 +2%
SWM
889
SeaCrest Wealth Management
New York
$981K -$309K -8,394 -23%
NLP
890
Next Level Private
New York
$981K +$221K +6,012 +28%
VAS
891
Vestmark Advisory Solutions
Massachusetts
$979K -$12.4K -336 -1%
WP
892
WealthSource Partners
California
$973K -$109K -2,970 -10%
RFP
893
RCS Financial Planning
Maryland
$969K +$1M +27,288 New
CAM
894
Covenant Asset Management
New Jersey
$967K -$1.54K -42 -0.2%
CP
895
Capital Planning
Washington
$967K +$226K +6,156 +29%
GWM
896
Greenhouse Wealth Management
Connecticut
$963K +$486K +13,224 +95%
BCI
897
Brinker Capital Investments
Pennsylvania
$962K -$327K -8,880 -25%
DAM
898
Derbend Asset Management
Georgia
$959K -$1.15M -31,176 -54%
MSFS
899
Main Street Financial Solutions
Pennsylvania
$957K -$15.4K -420 -2%
ISL
900
Ingalls & Snyder LLC
New York
$954K – – –
34 35
36
37 38