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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
1001
Obsidian Personal Planning Solutions
Maryland
$2.63M -$99.2K -1,476 -4%
EAMA
1002
EFG Asset Management (Americas)
Florida
$2.63M -$786K -11,700 -23%
FC
1003
Fjell Capital
North Dakota
$2.63M +$2.58M +38,424 New
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$2.62M -$33.1K -492 -1%
JSL
1005
JT Stratford LLC
Georgia
$2.62M +$50K +744 +2%
BP
1006
Ballentine Partners
Massachusetts
$2.62M +$593K +8,832 +30%
NCM
1007
Next Capital Management
New York
$2.59M – – –
CAM
1008
Columbia Asset Management
Michigan
$2.59M -$299K -4,446 -11%
EL
1009
EWA LLC
Pennsylvania
$2.58M -$30.2K -450 -1%
NSAM
1010
North Star Asset Management
Wisconsin
$2.58M – – –
BC
1011
Bowman & Company
Wisconsin
$2.58M +$304K +4,530 +14%
PL
1012
Plancorp LLC
Missouri
$2.57M -$9.27K -138 -0.4%
IWA
1013
IBEX Wealth Advisors
New Jersey
$2.55M +$2.51M +37,338 New
KWM
1014
Kaydan Wealth Management
Michigan
$2.53M +$214K +3,192 +9%
SIAS
1015
Summit Investment Advisory Services
Minnesota
$2.53M +$403 +6 +0%
MWM
1016
MTC Wealth Management
Florida
$2.51M -$71.3K -1,062 -3%
AIFAIM
1017
American Institute for Advanced Investment Management
Arizona
$2.48M -$18.9K -282 -0.8%
BCMO
1018
Buckingham Capital Management (Ohio)
Ohio
$2.48M +$2.44M +36,294 New
SSW
1019
Stone Summit Wealth
Florida
$2.48M +$42.3K +630 +2%
KIM
1020
Kane Investment Management
California
$2.48M +$2.44M +36,258 New
SLA
1021
Silver Lake Advisory
Utah
$2.48M +$13.7K +204 +0.6%
BZWA
1022
Blue Zone Wealth Advisors
California
$2.48M -$45.1K -672 -2%
JPG
1023
Jordan Park Group
California
$2.46M – – –
IIA
1024
IPG Investment Advisors
California
$2.46M +$2.42M +35,958 New
SSWM
1025
Smith Salley Wealth Management
North Carolina
$2.46M +$64.9K +966 +3%
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