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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1026
Wealth Dimensions Group
Ohio
$662K +$116K +2,442 +21%
SC
1027
Saiph Capital
New Jersey
$661K +$1.42K +30 +0.2%
CWS
1028
Cypress Wealth Services
California
$661K -$150K -3,180 -19%
WCM
1029
Windsor Capital Management
Arizona
$661K -$2.55K -54 -0.4%
CIA
1030
Cohen Investment Advisors
New Hampshire
$660K +$30.4K +642 +5%
AWA
1031
Aaron Wealth Advisors
Illinois
$656K +$648K +13,692 New
IP
1032
Intellectus Partners
California
$653K -$114K -2,400 -15%
AR
1033
Apeiron RIA
Texas
$653K -$52.2K -1,104 -7%
ST
1034
Sabal Trust
Florida
$647K -$30.9K -654 -5%
ACI
1035
Alpha Cubed Investments
California
$646K -$195K -4,116 -23%
FB
1036
First Bancorp
Maine
$642K -$27K -570 -4%
B
1037
Brightworth
Georgia
$640K – – –
ODFS
1038
O'Donnell Financial Services
California
$640K – – –
FW
1039
FirstPurpose Wealth
Utah
$640K +$36K +762 +6%
NCM
1040
Noesis Capital Mangement
Florida
$640K +$325K +6,864 +106%
TCM
1041
Traynor Capital Management
Pennsylvania
$633K +$21.9K +462 +4%
AGA
1042
Arkos Global Advisors
Texas
$627K +$77.5K +1,638 +14%
CHA
1043
Carmichael Hill & Associates
Maryland
$626K +$21.9K +462 +4%
AAS
1044
Annex Advisory Services
Wisconsin
$617K +$21.9K +462 +4%
CRI
1045
Colonial River Investments
Virginia
$617K +$328K +6,942 +117%
FFA
1046
Founders Financial Alliance
North Carolina
$614K – – –
BA
1047
Ballast Advisors
Minnesota
$613K +$2.55K +54 +0.4%
CAAS
1048
Capital Asset Advisory Services
Michigan
$611K +$181K +3,816 +43%
TFA
1049
Trinity Financial Advisors
Ohio
$608K – – –
SSC
1050
Syverson Strege & Co
Iowa
$607K – – –
40 41
42
43 44