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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Accel Wealth Management
Iowa
$532K +$98.6K +2,172 +24%
SWA
977
SFMG Wealth Advisors
Texas
$531K +$19.3K +426 +4%
HAS
978
HBW Advisory Services
California
$531K +$159K +3,504 +46%
BCP
979
Berkeley Capital Partners
Georgia
$530K +$3.27K +72 +0.7%
SFS
980
Summit Financial Strategies
Ohio
$529K +$503K +11,070 New
FFWA
981
FRG Family Wealth Advisors
Washington
$527K – – –
SIA
982
SkyView Investment Advisors
New Jersey
$526K – – –
CCMD
983
Cypress Capital Management (Delaware)
Delaware
$524K – – –
NPI
984
New Perspectives Inc
Mississippi
$522K +$496K +10,914 New
FHC
985
First Horizon Corporation
Tennessee
$520K -$120K -2,640 -20%
FDS
986
Freedom Day Solutions
Texas
$520K +$494K +10,884 New
XF
987
XML Financial
Maryland
$518K +$272 +6 +0.1%
NCM
988
Narwhal Capital Management
Georgia
$516K – – –
BWM
989
BerganKDV Wealth Management
Minnesota
$514K +$74.7K +1,644 +18%
ACM
990
Ategra Capital Management
Virginia
$512K +$545 +12 +0.1%
RWM
991
RKL Wealth Management
Pennsylvania
$511K -$638K -14,040 -57%
KA
992
Klingman & Associates
New York
$511K -$41.1K -906 -8%
BOS
993
Bingham Osborn & Scarborough
California
$511K – – –
EWM
994
Executive Wealth Management
Michigan
$507K +$1.09K +24 +0.2%
AWM
995
Accurate Wealth Management
Florida
$506K +$481K +10,584 New
HWA
996
Hilltop Wealth Advisors
North Carolina
$505K -$2.72K -60 -0.6%
CFO
997
CVA Family Office
Colorado
$502K -$150K -3,300 -24%
CIAS
998
Capital Investment Advisory Services
North Carolina
$502K -$54.2K -1,194 -10%
FNT
999
First National Trust
Pennsylvania
$500K – – –
B
1000
Brightworth
Georgia
$497K – – –
38 39
40
41 42