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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
901
Tradewinds LLC
North Carolina
$5M +$299K +3,548 New
DAS
902
Dynamic Advisor Solutions
Arizona
$5M -$791K -9,402 -14%
WJA
903
Willis Johnson & Associates
Texas
$4.97M -$1.38M -16,421 -22%
WTC
904
WhitTier Trust Company
Nevada
$4.96M -$78.3K -930 -2%
KLCM
905
KG&L Capital Management
Louisiana
$4.95M +$202K +2,402 +4%
CCWM
906
Cassaday & Co Wealth Management
Virginia
$4.94M +$8.08K +96 +0.2%
OFS
907
Opus Financial Solutions
Illinois
$4.94M +$475K +5,649 +11%
ACA
908
American Capital Advisory
Idaho
$4.93M +$164K +1,947 +4%
BWM
909
Birchcreek Wealth Management
Ohio
$4.93M -$83.2K -989 -2%
ALC
910
Alexander Labrunerie & Co
Missouri
$4.93M -$499K -5,927 -9%
LPAM
911
Lodestar Private Asset Management
California
$4.91M -$350K -4,161 -7%
HCM
912
Hicks Capital Management
Ohio
$4.87M +$4.76M +56,564 New
AWP
913
Axis Wealth Partners
Rhode Island
$4.86M +$113K +1,348 +2%
BBFA
914
Brindle & Bay Financial Advisors
Texas
$4.83M +$1.07M +12,675 +29%
CF
915
Calder Financial
Pennsylvania
$4.81M +$15.9K +189 +0.3%
AG
916
AlTi Global
New York
$4.8M – – –
BCG
917
Bravias Capital Group
New Jersey
$4.79M -$72.4K -860 -2%
DJSG
918
D.J. St. Germain
Massachusetts
$4.78M +$177K +2,100 +4%
SMCM
919
Sky-Mountain Capital Management
Idaho
$4.76M +$1.8M +21,407 +63%
WAM
920
Worth Asset Management
Texas
$4.76M +$3.93M +46,720 +546%
MFA
921
Mayflower Financial Advisors
Massachusetts
$4.75M +$1.5M +17,808 +48%
1WM
922
1900 Wealth Management
Texas
$4.74M +$84 +1 +0%
FA
923
Fiducient Advisors
Illinois
$4.71M +$67.4K +801 +1%
HWA
924
Hillcrest Wealth Advisors
New Jersey
$4.7M – – –
CIA
925
Covington Investment Advisors
Pennsylvania
$4.68M -$218K -2,588 -5%
35 36
37
38 39