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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
901
Adirondack Trust Company
New York
$948K – – –
CAG
902
Compass Advisory Group
New York
$946K -$312K -8,490 -25%
VPP
903
Vertex Planning Partners
Illinois
$946K +$980K +26,628 New
DACG
904
Donor Advised Charitable Giving
California
$944K – – –
AWA
905
ARQ Wealth Advisors
Arizona
$936K -$27.1K -738 -3%
CWG
906
Crown Wealth Group
North Carolina
$936K – – –
NHC
907
Nicholas Hoffman & Company
Georgia
$936K +$56.7K +1,542 +6%
3F
908
360 Financial
Minnesota
$933K – – –
EW
909
Evoke Wealth
California
$924K +$344K +9,360 +56%
BP
910
Ballentine Partners
Massachusetts
$919K -$132K -3,600 -12%
ACI
911
Alpha Cubed Investments
California
$914K +$409K +11,124 +76%
HFS
912
Heritage Financial Services
Massachusetts
$913K +$33.8K +918 +4%
IWA
913
Icon Wealth Advisors
Texas
$909K – – –
AG
914
Advocate Group
Minnesota
$908K +$123K +3,342 +15%
FFA
915
Fi3 Financial Advisors
Indiana
$907K +$940K +25,548 New
STA
916
Summit Trail Advisors
New York
$905K -$102K -2,784 -10%
SC
917
Saiph Capital
New Jersey
$905K +$251K +6,816 +37%
PTC
918
Private Trust Company
Ohio
$896K -$35.1K -954 -4%
CTA
919
Colonial Trust Advisors
South Carolina
$892K – – –
AFG
920
Allegheny Financial Group
Pennsylvania
$891K +$407K +11,058 +79%
JWM
921
Jeppson Wealth Management
California
$891K +$3.31K +90 +0.4%
MIM
922
Marco Investment Management
Georgia
$890K – – –
TF
923
Trek Financial
Arizona
$890K +$115K +3,120 +14%
SWA
924
Sax Wealth Advisors
New Jersey
$888K -$43.3K -1,176 -4%
PCA
925
Pallas Capital Advisors
Massachusetts
$881K -$411K -11,166 -32%
35 36
37
38 39