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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
926
Rockbridge Investment Management
New York
$1.09M -$79.3K -2,040 -7%
NRWA
927
North Ridge Wealth Advisors
Oregon
$1.08M +$1.01M +26,040 New
EW
928
Evoke Wealth
California
$1.08M – – –
KWM
929
Kaydan Wealth Management
Michigan
$1.08M +$48.8K +1,254 +5%
CWM
930
Catalyst Wealth Management
Georgia
$1.08M +$186K +4,776 +23%
AFG
931
Allegheny Financial Group
Pennsylvania
$1.07M +$25.9K +666 +3%
IWP
932
Icon Wealth Partners
Texas
$1.06M +$995K +25,596 New
RPG
933
Resource Planning Group
Georgia
$1.06M +$70K +1,800 +8%
NCM
934
Northwest Capital Management
Oregon
$1.06M +$79.3K +2,040 +9%
CPFP
935
Clear Perspectives Financial Planning
Ohio
$1.06M +$88.4K +2,274 +10%
AWA
936
ARQ Wealth Advisors
Arizona
$1.05M -$42.2K -1,086 -4%
CTA
937
Colonial Trust Advisors
South Carolina
$1.05M +$5.6K +144 +0.6%
SC
938
Saiph Capital
New Jersey
$1.05M -$9.57K -246 -1%
DT
939
Diversified Trust
Tennessee
$1.05M +$32.4K +834 +3%
AG
940
Advocate Group
Minnesota
$1.04M -$19.8K -510 -2%
MIM
941
Marco Investment Management
Georgia
$1.04M – – –
JWM
942
Jeppson Wealth Management
California
$1.04M -$3.03K -78 -0.3%
PTC
943
Private Trust Company
Ohio
$1.04M -$11.4K -294 -1%
SWA
944
Sax Wealth Advisors
New Jersey
$1.03M -$9.33K -240 -1%
OA
945
Operose Advisors
Wisconsin
$1.03M – – –
CFS
946
CRA Financial Services
New Jersey
$1.03M – – –
ICP
947
Interchange Capital Partners
Pennsylvania
$1.03M +$623K +16,008 +185%
CAG
948
Compass Advisory Group
New York
$1.02M -$20.1K -516 -2%
PCM
949
Parsons Capital Management
Rhode Island
$999K +$85.2K +2,190 +10%
HF
950
HRT Financial
New York
$992K -$2.75M -70,800 -75%
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38
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