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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1051
S.A. Mason
Michigan
$689K – – –
AWM
1052
Apollon Wealth Management
South Carolina
$689K +$426K +8,178 +174%
CFN
1053
Cordasco Financial Network
Florida
$686K -$247K -4,740 -27%
FFA
1054
Founders Financial Alliance
North Carolina
$685K -$6.25K -120 -0.9%
PCMC
1055
Private Capital Management (Colorado)
Colorado
$685K +$132K +2,532 +25%
BFS
1056
Beacon Financial Strategies
North Carolina
$682K -$4.69K -90 -0.7%
KP
1057
Keel Point
Alabama
$681K -$1.34M -25,716 -67%
TCM
1058
Traynor Capital Management
Pennsylvania
$681K -$70.3K -1,350 -10%
BA
1059
Ballast Advisors
Minnesota
$681K – – –
AIC
1060
Archer Investment Corporation
Indiana
$679K – – –
GM
1061
Granger Management
New York
$679K – – –
TFA
1062
Trinity Financial Advisors
Ohio
$679K +$661K +12,690 New
SSC
1063
Syverson Strege & Co
Iowa
$677K – – –
SFWC
1064
Strategic Family Wealth Counselors
New Jersey
$674K +$313 +6 +0%
FW
1065
FirstPurpose Wealth
Utah
$674K +$656K +12,600 New
CHA
1066
Carmichael Hill & Associates
Maryland
$673K -$10.3K -198 -2%
AUB
1067
Atlantic Union Bankshares
Virginia
$672K +$45.9K +882 +8%
DWM
1068
Denver Wealth Management
Colorado
$671K +$653K +12,540 New
BWAM
1069
Boyd Watterson Asset Management
Ohio
$670K – – –
CFG
1070
Claremont Financial Group
California
$670K +$19.7K +378 New
DBRC
1071
D.B. Root & Company
Pennsylvania
$669K +$18.4K +354 +3%
CWM
1072
Congress Wealth Management
Massachusetts
$669K +$651K +12,492 New
WH
1073
Willner & Heller
California
$669K +$720K +13,830 New
WTC
1074
WhitTier Trust Company
Nevada
$666K +$2.81K +54 +0.4%
AAS
1075
Annex Advisory Services
Wisconsin
$664K -$625 -12 -0.1%
41 42
43
44 45