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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
Opus Financial Solutions
Illinois
$4.94M +$475K +5,649 +11%
ACA
902
American Capital Advisory
Idaho
$4.93M +$164K +1,947 +4%
BWM
903
Birchcreek Wealth Management
Ohio
$4.93M -$83.2K -989 -2%
ALC
904
Alexander Labrunerie & Co
Missouri
$4.93M -$499K -5,927 -9%
LPAM
905
Lodestar Private Asset Management
California
$4.91M -$350K -4,161 -7%
HCM
906
Hicks Capital Management
Ohio
$4.87M +$4.76M +56,564 New
AWP
907
Axis Wealth Partners
Rhode Island
$4.86M +$113K +1,348 +2%
BBFA
908
Brindle & Bay Financial Advisors
Texas
$4.83M +$1.07M +12,675 +29%
CF
909
Calder Financial
Pennsylvania
$4.81M +$15.9K +189 +0.3%
AG
910
AlTi Global
New York
$4.8M – – –
BCG
911
Bravias Capital Group
New Jersey
$4.79M -$72.4K -860 -2%
DJSG
912
D.J. St. Germain
Massachusetts
$4.78M +$177K +2,100 +4%
SMCM
913
Sky-Mountain Capital Management
Idaho
$4.76M +$1.8M +21,407 +63%
WAM
914
Worth Asset Management
Texas
$4.76M +$3.93M +46,720 +546%
MFA
915
Mayflower Financial Advisors
Massachusetts
$4.75M +$1.5M +17,808 +48%
1WM
916
1900 Wealth Management
Texas
$4.74M +$84 +1 +0%
FA
917
Fiducient Advisors
Illinois
$4.71M +$67.4K +801 +1%
HWA
918
Hillcrest Wealth Advisors
New Jersey
$4.7M – – –
CIA
919
Covington Investment Advisors
Pennsylvania
$4.68M -$218K -2,588 -5%
HFRG
920
Houlihan Financial Resource Group
Virginia
$4.67M -$22.8K -271 -0.5%
FGA
921
Fortis Group Advisors
New Jersey
$4.66M -$22.8M -270,651 -83%
TWM
922
Tradition Wealth Management
Minnesota
$4.65M -$331K -3,938 -7%
CSPIA
923
Cary Street Partners Investment Advisory
Virginia
$4.63M +$1.12M +13,336 +33%
GFPC
924
Global Financial Private Client
Florida
$4.62M -$589 -7 -0%
RIS
925
Richmond Investment Services
Wisconsin
$4.62M -$9.75M -115,887 -68%
35 36
37
38 39