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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
901
AUA Capital Management
Pennsylvania
$1.18M – – –
PIA
902
Powell Investment Advisors
Florida
$1.17M +$700 +18 +0.1%
WAM
903
WNY Asset Management
New York
$1.17M +$1.09M +28,146 New
WW
904
Waterfront Wealth
Kansas
$1.17M -$2.8K -72 -0.3%
ADL
905
Asset Dedication LLC
California
$1.17M -$3.97K -102 -0.4%
RFP
906
RCS Financial Planning
Maryland
$1.16M +$24K +618 +2%
MSFS
907
Main Street Financial Solutions
Pennsylvania
$1.15M +$31.3K +804 +3%
VAS
908
Vestmark Advisory Solutions
Massachusetts
$1.15M +$4.9K +126 +0.5%
BWA
909
BDO Wealth Advisors
Florida
$1.15M +$773K +19,866 +257%
CAM
910
Covenant Asset Management
New Jersey
$1.14M +$10.7K +276 +1%
WP
911
WealthSource Partners
California
$1.13M -$7.7K -198 -0.7%
BP
912
Ballentine Partners
Massachusetts
$1.13M +$49.2K +1,266 +5%
PCMC
913
Private Capital Management (Colorado)
Colorado
$1.12M -$58.3K -1,500 -5%
3F
914
360 Financial
Minnesota
$1.12M +$29.2K +750 +3%
ISL
915
Ingalls & Snyder LLC
New York
$1.12M – – –
ATC
916
Adirondack Trust Company
New York
$1.11M – – –
VCM
917
Vigilant Capital Management
Maine
$1.11M -$341K -8,766 -25%
GEA
918
Glen Eagle Advisors
New Jersey
$1.11M +$199K +5,112 +24%
HFS
919
Heritage Financial Services
Massachusetts
$1.1M +$33.1K +852 +3%
KFI
920
Key Financial Inc
Pennsylvania
$1.1M +$515K +13,230 +101%
NHC
921
Nicholas Hoffman & Company
Georgia
$1.1M – – –
ULWM
922
Upper Left Wealth Management
Florida
$1.1M -$89.6K -2,304 -8%
GIA
923
Goodwin Investment Advisory
Georgia
$1.09M +$168K +4,308 +20%
CAM
924
Columbia Asset Management
Michigan
$1.09M +$93.1K +2,394 +10%
RIM
925
Rockbridge Investment Management
New York
$1.09M -$79.3K -2,040 -7%
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37
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