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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
926
North Ridge Wealth Advisors
Oregon
$1.08M +$1.01M +26,040 New
EW
927
Evoke Wealth
California
$1.08M – – –
KWM
928
Kaydan Wealth Management
Michigan
$1.08M +$48.8K +1,254 +5%
CWM
929
Catalyst Wealth Management
Georgia
$1.08M +$186K +4,776 +23%
AFG
930
Allegheny Financial Group
Pennsylvania
$1.07M +$25.9K +666 +3%
IWP
931
Icon Wealth Partners
Texas
$1.06M +$995K +25,596 New
RPG
932
Resource Planning Group
Georgia
$1.06M +$70K +1,800 +8%
NCM
933
Northwest Capital Management
Oregon
$1.06M +$79.3K +2,040 +9%
CPFP
934
Clear Perspectives Financial Planning
Ohio
$1.06M +$88.4K +2,274 +10%
AWA
935
ARQ Wealth Advisors
Arizona
$1.05M -$42.2K -1,086 -4%
CTA
936
Colonial Trust Advisors
South Carolina
$1.05M +$5.6K +144 +0.6%
SC
937
Saiph Capital
New Jersey
$1.05M -$9.57K -246 -1%
DT
938
Diversified Trust
Tennessee
$1.05M +$32.4K +834 +3%
AG
939
Advocate Group
Minnesota
$1.04M -$19.8K -510 -2%
MIM
940
Marco Investment Management
Georgia
$1.04M – – –
JWM
941
Jeppson Wealth Management
California
$1.04M -$3.03K -78 -0.3%
PTC
942
Private Trust Company
Ohio
$1.04M -$11.4K -294 -1%
SWA
943
Sax Wealth Advisors
New Jersey
$1.03M -$9.33K -240 -1%
OA
944
Operose Advisors
Wisconsin
$1.03M – – –
CFS
945
CRA Financial Services
New Jersey
$1.03M – – –
ICP
946
Interchange Capital Partners
Pennsylvania
$1.03M +$623K +16,008 +185%
CAG
947
Compass Advisory Group
New York
$1.02M -$20.1K -516 -2%
PCM
948
Parsons Capital Management
Rhode Island
$999K +$85.2K +2,190 +10%
HF
949
HRT Financial
New York
$992K -$2.75M -70,800 -75%
VPP
950
Vertex Planning Partners
Illinois
$990K -$109K -2,808 -11%
36 37
38
39 40