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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Columbia Asset Management
Michigan
$2.71M +$266K +4,296 +11%
VT
902
Vise Technologies
New York
$2.69M +$105K +1,686 +4%
FFM
903
Forum Financial Management
Illinois
$2.68M +$56.5K +912 +2%
SWM
904
Sagace Wealth Management
Florida
$2.67M +$561K +9,048 +28%
PP
905
Prudential plc
United Kingdom
$2.66M -$74.4K -1,200 -3%
ML
906
McAdam LLC
Pennsylvania
$2.65M +$47.6K +768 +2%
LFA
907
Level Financial Advisors
New York
$2.64M +$708K +11,430 +38%
I
908
INVST
Indiana
$2.61M -$153K -2,466 -6%
CCM
909
Ciovacco Capital Management
Georgia
$2.59M +$24.5K +396 +1%
EL
910
EWA LLC
Pennsylvania
$2.59M +$23.4K +378 +1%
CA
911
Continuum Advisory
Idaho
$2.59M -$154K -2,490 -6%
TFS
912
Thoroughbred Financial Services
Tennessee
$2.57M +$331K +5,346 +15%
UF
913
Univest Financial
Pennsylvania
$2.56M +$2.48M +40,080 New
AA
914
Ancora Advisors
Ohio
$2.56M -$20.5K -330 -0.8%
SFPG
915
Stonebridge Financial Planning Group
Florida
$2.55M +$86.7K +1,398 +4%
EWM
916
Empirical Wealth Management
Washington
$2.54M +$93K +1,500 +4%
AL
917
ADE LLC
Maryland
$2.53M -$39K -630 -2%
FAM
918
Fenimore Asset Management
New York
$2.53M – – –
CIA
919
Compass Ion Advisors
Pennsylvania
$2.52M +$20.5K +330 +0.8%
OPPS
920
Obsidian Personal Planning Solutions
Maryland
$2.51M -$78.8K -1,272 -3%
D
921
Diversified
Delaware
$2.5M +$20.5K +330 +0.9%
DE
922
Diversified Enterprises
Delaware
$2.5M +$2.43M +39,138 New
AO
923
Advisor OS
Illinois
$2.5M -$19K -306 -0.8%
UAG
924
United Advisor Group
Ohio
$2.5M +$60.2K +972 +3%
BCWM
925
Bartlett & Co Wealth Management
Ohio
$2.49M +$226K +3,654 +10%
35 36
37
38 39