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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Mezzasalma Advisors
New Jersey
$2.63M +$1.53M +22,836 +146%
OPPS
1002
Obsidian Personal Planning Solutions
Maryland
$2.63M -$99.2K -1,476 -4%
EAMA
1003
EFG Asset Management (Americas)
Florida
$2.63M -$786K -11,700 -23%
FC
1004
Fjell Capital
North Dakota
$2.63M +$2.58M +38,424 New
BCWM
1005
Bartlett & Co Wealth Management
Ohio
$2.62M -$33.1K -492 -1%
JSL
1006
JT Stratford LLC
Georgia
$2.62M +$50K +744 +2%
BP
1007
Ballentine Partners
Massachusetts
$2.62M +$593K +8,832 +30%
NCM
1008
Next Capital Management
New York
$2.59M – – –
CAM
1009
Columbia Asset Management
Michigan
$2.59M -$299K -4,446 -11%
EL
1010
EWA LLC
Pennsylvania
$2.58M -$30.2K -450 -1%
NSAM
1011
North Star Asset Management
Wisconsin
$2.58M – – –
BC
1012
Bowman & Company
Wisconsin
$2.58M +$304K +4,530 +14%
PL
1013
Plancorp LLC
Missouri
$2.57M -$9.27K -138 -0.4%
IWA
1014
IBEX Wealth Advisors
New Jersey
$2.55M +$2.51M +37,338 New
KWM
1015
Kaydan Wealth Management
Michigan
$2.53M +$214K +3,192 +9%
SIAS
1016
Summit Investment Advisory Services
Minnesota
$2.53M +$403 +6 +0%
MWM
1017
MTC Wealth Management
Florida
$2.51M -$71.3K -1,062 -3%
AIFAIM
1018
American Institute for Advanced Investment Management
Arizona
$2.48M -$18.9K -282 -0.8%
BCMO
1019
Buckingham Capital Management (Ohio)
Ohio
$2.48M +$2.44M +36,294 New
SSW
1020
Stone Summit Wealth
Florida
$2.48M +$42.3K +630 +2%
KIM
1021
Kane Investment Management
California
$2.48M +$2.44M +36,258 New
SLA
1022
Silver Lake Advisory
Utah
$2.48M +$13.7K +204 +0.6%
BZWA
1023
Blue Zone Wealth Advisors
California
$2.48M -$45.1K -672 -2%
JPG
1024
Jordan Park Group
California
$2.46M – – –
IIA
1025
IPG Investment Advisors
California
$2.46M +$2.42M +35,958 New
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