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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Aspire Wealth Management
Massachusetts
$1M +$304K +6,438 +41%
CFO
1027
Collective Family Office
Pennsylvania
$1M +$163K +3,450 +18%
RFA
1028
RTD Financial Advisors
Pennsylvania
$999K -$58.9K -1,248 -5%
FWCM
1029
Ferguson Wellman Capital Management
Oregon
$999K -$53K -1,122 -5%
TLCM
1030
Twin Lakes Capital Management
California
$995K +$1.42K +30 +0.1%
SC
1031
Stephens Consulting
Michigan
$994K -$5.67K -120 -0.5%
CAG
1032
Curtis Advisory Group
California
$994K -$21.5K -456 -2%
OA
1033
Operose Advisors
Wisconsin
$994K – – –
VFPW
1034
Vantage Financial Partners (Wisconsin)
Wisconsin
$993K +$1.42K +30 +0.1%
PWA
1035
Provenance Wealth Advisors
Florida
$991K +$1.03M +21,846 New
RIM
1036
Rockbridge Investment Management
New York
$986K – – –
HAS
1037
HBW Advisory Services
California
$985K -$10.2K -216 -1%
BTI
1038
Blue Trust Inc
Georgia
$983K +$43.1K +912 +5%
MIM
1039
Moseley Investment Management
Florida
$977K +$67.4K +1,428 +7%
HR
1040
Hardy Reed
Mississippi
$975K – – –
KL
1041
KilterHowling LLC
Colorado
$973K +$1.42K +30 +0.1%
JGIA
1042
Jackson Grant Investment Advisers
Connecticut
$970K +$1.42K +30 +0.1%
MPM
1043
Meritage Portfolio Management
Kansas
$969K -$5.95K -126 -0.6%
SOS
1044
Silver Oak Securities
Tennessee
$962K +$51K +1,080 +5%
FNBSF
1045
First National Bank Sioux Falls
South Dakota
$950K – – –
CT
1046
Caldwell Trust
Florida
$946K – – –
WEG
1047
World Equity Group
Illinois
$943K +$447K +9,462 +84%
MFA
1048
Mayflower Financial Advisors
Massachusetts
$941K -$176K -3,720 -15%
LF
1049
Lantz Financial
Illinois
$939K -$3.12K -66 -0.3%
CSC
1050
Caldwell Sutter Capital
California
$939K +$72.3K +1,530 +8%
40 41
42
43 44