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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
G
1001
GenTrust
Florida
$828K -$49.1K -942 -5%
MFS
1002
McNamara Financial Services
Massachusetts
$823K +$9.38K +180 +1%
PB
1003
Pinnacle Bancorp
Nebraska
$820K +$625 +12 +0.1%
AWA
1004
ARQ Wealth Advisors
Arizona
$813K – – –
AA
1005
Ancora Advisors
Ohio
$813K +$168K +3,234 +27%
HIS
1006
Horizon Investment Services
Indiana
$811K +$10.6K +204 +1%
SFG
1007
Sovereign Financial Group
Connecticut
$811K +$560K +10,746 +243%
HI
1008
Horizon Investments
North Carolina
$803K +$271K +5,208 +53%
AR
1009
Apeiron RIA
Texas
$802K +$781K +14,994 New
CAG
1010
Compass Advisory Group
New York
$801K +$474K +9,102 +155%
FWM
1011
Focused Wealth Management
New York
$800K – – –
RA
1012
Riversedge Advisors
Delaware
$800K +$513K +9,846 +193%
MWM
1013
Marion Wealth Management
Pennsylvania
$799K +$779K +14,946 New
TT
1014
TI-Trust
Illinois
$799K +$779K +14,946 New
FWM
1015
Fingerlakes Wealth Management
New York
$799K +$780K +14,982 New
OWA
1016
One Wealth Advisors
California
$795K -$138K -2,646 -15%
MWM
1017
Maltin Wealth Management
New Jersey
$795K +$938 +18 +0.1%
CWM
1018
Collaborative Wealth Management
Florida
$793K +$773K +14,832 New
SIMG
1019
Sonora Investment Management Group
Arizona
$786K +$765K +14,688 New
TCM
1020
Twele Capital Management
Minnesota
$782K -$18.8K -360 -2%
RFA
1021
Reilly Financial Advisors
California
$776K -$10.3K -198 -1%
OPA
1022
Old Port Advisors
Maine
$776K +$31.9K +612 +4%
PFG
1023
PAX Financial Group
Texas
$774K +$19.1K +366 +3%
KFA
1024
Kelleher Financial Advisors
New York
$769K -$344K -6,594 -31%
FNWM
1025
Financial Network Wealth Management
Utah
$767K -$21.9K -420 -3%
39 40
41
42 43