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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
MTC Wealth Management
Florida
$2.3M +$2.21M +40,134 New
ML
902
McAdam LLC
Pennsylvania
$2.28M +$375K +6,816 +21%
RWM
903
Rockwood Wealth Management
Pennsylvania
$2.28M +$14.8K +270 +0.7%
CA
904
Continuum Advisory
Idaho
$2.28M +$47.8K +870 +2%
SWM
905
SigFig Wealth Management
California
$2.27M -$67.3K -1,224 -3%
FAM
906
Fenimore Asset Management
New York
$2.27M – – –
WCFA
907
Walkner Condon Financial Advisors
Wisconsin
$2.26M +$304K +5,520 +16%
AO
908
Advisor OS
Illinois
$2.26M -$411K -7,476 -16%
CCM
909
Ciovacco Capital Management
Georgia
$2.25M -$23.8K -432 -1%
BZWA
910
Blue Zone Wealth Advisors
California
$2.25M -$62.7K -1,140 -3%
CIA
911
Compass Ion Advisors
Pennsylvania
$2.24M +$430K +7,812 +25%
SSWM
912
Smith Salley Wealth Management
North Carolina
$2.24M -$59.7K -1,086 -3%
EWM
913
Evergreen Wealth Management
Michigan
$2.24M – – –
EL
914
EWA LLC
Pennsylvania
$2.22M -$7.45M -135,402 -78%
OPPS
915
Obsidian Personal Planning Solutions
Maryland
$2.22M -$179K -3,252 -7%
SFPG
916
Stonebridge Financial Planning Group
Florida
$2.21M -$185K -3,360 -8%
RCI
917
RS Crum Inc
California
$2.21M -$24.7K -450 -1%
AWP
918
Accretive Wealth Partners
New Jersey
$2.19M -$45.2K -822 -2%
ST
919
Sabal Trust
Florida
$2.18M +$392K +7,134 +23%
EWM
920
Empirical Wealth Management
Washington
$2.17M -$8.25K -150 -0.4%
SIAS
921
Summit Investment Advisory Services
Minnesota
$2.17M +$660 +12 +0%
NSAM
922
North Star Asset Management
Wisconsin
$2.17M – – –
AIFAIM
923
American Institute for Advanced Investment Management
Arizona
$2.14M -$2.31K -42 -0.1%
FNWM
924
Financial Network Wealth Management
Utah
$2.14M -$73.6K -1,338 -3%
PRI
925
Prepared Retirement Institute
Pennsylvania
$2.13M +$34.6K +630 +2%
35 36
37
38 39