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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
ARK Investment Management
Florida
$898K +$621K +11,928 +246%
SWM
977
SFG Wealth Management
Maryland
$895K +$871K +16,728 New
FPW
978
Flagship Private Wealth
Massachusetts
$892K +$1.25K +24 +0.1%
MFW
979
Meristem Family Wealth
Minnesota
$889K -$19.1K -366 -2%
CP
980
Capital Planning
Washington
$889K +$32.2K +618 +4%
KA
981
Klingman & Associates
New York
$888K – – –
TFS
982
Thoroughbred Financial Services
Tennessee
$884K +$215K +4,128 +33%
WP
983
WealthPLAN Partners
Nebraska
$877K +$102K +1,950 +12%
SIS
984
SVB Investment Services
Utah
$870K -$183K -3,504 -18%
SFG
985
StrategIQ Financial Group
Indiana
$867K +$606K +11,640 +255%
LWA
986
Lenox Wealth Advisors
New York
$865K -$6.56K -126 -0.8%
FF
987
Financial Futures
New Jersey
$865K +$843K +16,182 New
AF
988
Apexium Financial
Texas
$858K +$6.25K +120 +0.8%
IP
989
Intellectus Partners
California
$857K -$156K -3,000 -16%
PSF
990
Pacific Sun Financial
California
$857K +$1.88K +36 +0.2%
CCFM
991
Clear Creek Financial Management
Washington
$856K -$9.32M -178,884 -92%
CA
992
Claro Advisors
Massachusetts
$851K +$107K +2,052 +15%
TIA
993
Traphagen Investment Advisors
New Jersey
$850K – – –
VNA
994
Valley National Advisers
Pennsylvania
$842K +$11.6K +222 +1%
EE
995
EWG Elevate
California
$840K -$3.09M -59,238 -79%
MWM
996
Madison Wealth Management
Ohio
$840K +$313 +6 +0%
GEA
997
Glen Eagle Advisors
New Jersey
$836K +$92.5K +1,776 +13%
DJSG
998
D.J. St. Germain
Massachusetts
$830K -$14.4K -276 -2%
EW
999
Evoke Wealth
California
$829K – – –
G
1000
GenTrust
Florida
$828K -$49.1K -942 -5%
38 39
40
41 42