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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
976
Colonial River Investments
Virginia
$537K +$510K +11,226 New
ACA
977
Aptus Capital Advisors
Alabama
$535K +$491K +10,812 +2,816%
AWM
978
Accel Wealth Management
Iowa
$532K +$98.6K +2,172 +24%
SWA
979
SFMG Wealth Advisors
Texas
$531K +$19.3K +426 +4%
HAS
980
HBW Advisory Services
California
$531K +$159K +3,504 +46%
BCP
981
Berkeley Capital Partners
Georgia
$530K +$3.27K +72 +0.7%
SFS
982
Summit Financial Strategies
Ohio
$529K +$503K +11,070 New
FFWA
983
FRG Family Wealth Advisors
Washington
$527K – – –
SIA
984
SkyView Investment Advisors
New Jersey
$526K – – –
CCMD
985
Cypress Capital Management (Delaware)
Delaware
$524K – – –
NPI
986
New Perspectives Inc
Mississippi
$522K +$496K +10,914 New
FHC
987
First Horizon Corporation
Tennessee
$520K -$120K -2,640 -20%
FDS
988
Freedom Day Solutions
Texas
$520K +$494K +10,884 New
XF
989
XML Financial
Maryland
$518K +$272 +6 +0.1%
NCM
990
Narwhal Capital Management
Georgia
$516K – – –
BWM
991
BerganKDV Wealth Management
Minnesota
$514K +$74.7K +1,644 +18%
ACM
992
Ategra Capital Management
Virginia
$512K +$545 +12 +0.1%
RWM
993
RKL Wealth Management
Pennsylvania
$511K -$638K -14,040 -57%
KA
994
Klingman & Associates
New York
$511K -$41.1K -906 -8%
BOS
995
Bingham Osborn & Scarborough
California
$511K – – –
EWM
996
Executive Wealth Management
Michigan
$507K +$1.09K +24 +0.2%
AWM
997
Accurate Wealth Management
Florida
$506K +$481K +10,584 New
HWA
998
Hilltop Wealth Advisors
North Carolina
$505K -$2.72K -60 -0.6%
CFO
999
CVA Family Office
Colorado
$502K -$150K -3,300 -24%
CIAS
1000
Capital Investment Advisory Services
North Carolina
$502K -$54.2K -1,194 -10%
38 39
40
41 42