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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
976
PGIM Custom Harvest
New Jersey
$2.8M +$237K +3,522 +9%
PMG
977
ProVise Management Group
Florida
$2.79M -$362K -5,394 -12%
TFS
978
Thoroughbred Financial Services
Tennessee
$2.79M +$44.7K +666 +2%
WA
979
WBH Advisory
Maryland
$2.78M +$1.5M +22,266 +121%
S
980
SharpePoint
Arizona
$2.77M +$2.72M +40,434 New
PI
981
PFG Investments
New York
$2.76M +$515K +7,668 +23%
CIA
982
Compass Ion Advisors
Pennsylvania
$2.74M +$37.9K +564 +1%
CCM
983
Ciovacco Capital Management
Georgia
$2.73M -$36.3K -540 -1%
EWM
984
Empirical Wealth Management
Washington
$2.72M +$4.43K +66 +0.2%
CA
985
Continuum Advisory
Idaho
$2.72M +$104K +1,548 +4%
CT
986
Caldwell Trust
Florida
$2.72M +$1.45M +21,528 +119%
TPW
987
Talon Private Wealth
Florida
$2.71M +$1.51M +22,440 +131%
AWP
988
Axis Wealth Partners
Rhode Island
$2.7M +$2.65M +39,498 New
FAM
989
Fenimore Asset Management
New York
$2.7M – – –
AL
990
ADE LLC
Maryland
$2.69M -$14.5K -216 -0.5%
PGFC
991
Peapack-Gladstone Financial Corp
New Jersey
$2.69M +$156K +2,328 +6%
AWM
992
Axxcess Wealth Management
California
$2.68M +$47.2K +702 +2%
GCA
993
Gallagher Capital Advisors
Texas
$2.68M +$2.63M +39,180 New
DE
994
Diversified Enterprises
Delaware
$2.67M -$5.24K -78 -0.2%
BEI
995
Benjamin Edwards Inc
Missouri
$2.66M +$1.17M +17,424 +81%
IAS
996
Insigneo Advisory Services
Florida
$2.65M +$35.9K +534 +1%
ML
997
McAdam LLC
Pennsylvania
$2.65M -$181K -2,694 -7%
RWM
998
Rockwood Wealth Management
Pennsylvania
$2.65M +$23K +342 +0.9%
AA
999
Ancora Advisors
Ohio
$2.65M -$85.9K -1,278 -3%
MA
1000
Mezzasalma Advisors
New Jersey
$2.63M +$1.53M +22,836 +146%
38 39
40
41 42