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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
926
Apeiron RIA
Texas
$3.28M -$162K -2,412 -5%
CSB
927
City State Bank
Iowa
$3.28M +$323K +4,806 +11%
SEP
928
Southland Equity Partners
Missouri
$3.27M +$56K +834 +2%
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$3.27M -$58.8K -876 -2%
CT
930
Coastline Trust
Rhode Island
$3.26M – – –
HA
931
Hanover Advisors
South Carolina
$3.26M +$81.4K +1,212 +3%
PIA
932
Panoramic Investment Advisors
Colorado
$3.25M +$327K +4,866 +11%
CCFM
933
Clear Creek Financial Management
Washington
$3.22M +$150K +2,238 +5%
RIL
934
Rothschild Investment LLC
Illinois
$3.22M -$197K -2,934 -6%
BBNB
935
Baker Boyer National Bank
Washington
$3.21M +$13.3K +198 +0.4%
RWI
936
Red Wave Investments
Pennsylvania
$3.21M -$60.5K -900 -2%
AAM
937
Aureus Asset Management
Massachusetts
$3.2M – – –
RFP
938
RCS Financial Planning
Maryland
$3.2M -$245K -3,642 -7%
ACM
939
Advance Capital Management
Michigan
$3.19M -$18.1K -270 -0.6%
WBCM
940
Wilson & Boucher Capital Management
California
$3.17M – – –
ACA
941
American Capital Advisory
Idaho
$3.15M +$168K +2,496 +6%
KP
942
Keel Point
Alabama
$3.15M +$1.07M +15,882 +53%
SWM
943
Sanctuary Wealth Management
Idaho
$3.15M +$1.39M +20,742 +82%
AO
944
Advisor OS
Illinois
$3.15M +$465K +6,918 +18%
CWA
945
Canvas Wealth Advisors
Kansas
$3.15M -$184K -2,736 -6%
KFP
946
KMG Fiduciary Partners
Ohio
$3.1M -$208K -3,090 -6%
RIS
947
Richmond Investment Services
Wisconsin
$3.08M +$3.02M +45,024 New
EMAM
948
Encompass More Asset Management
California
$3.07M +$3.02M +44,898 New
HFS
949
Hoge Financial Services
Pennsylvania
$3.07M -$16.9K -252 -0.6%
EWM
950
Evermay Wealth Management
Virginia
$3.06M -$104K -1,554 -3%
36 37
38
39 40