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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1051
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$115K -2,094 -7%
GC
1052
Gilbert & Cook
Iowa
$1.5M +$1.44M +26,142 New
SAM
1053
Smartleaf Asset Management
Massachusetts
$1.49M +$1.21M +21,978 +552%
KFI
1054
Key Financial Inc
Pennsylvania
$1.48M – – –
NRWA
1055
North Ridge Wealth Advisors
Oregon
$1.48M – – –
IFPL
1056
Investments & Financial Planning LLC
Kentucky
$1.47M -$85.5K -1,554 -6%
GA
1057
Goldstein Advisors
Wisconsin
$1.47M -$18.1K -330 -1%
BPFA
1058
Barnes Pettey Financial Advisors
Mississippi
$1.47M -$2.55M -46,422 -64%
HFS
1059
Heritage Financial Services
Massachusetts
$1.46M -$34.3K -624 -2%
IWA
1060
Icon Wealth Advisors
Texas
$1.46M – – –
PCH
1061
PGIM Custom Harvest
New Jersey
$1.46M +$237K +4,308 +20%
AWA
1062
Alta Wealth Advisors
Massachusetts
$1.46M +$15.8K +288 +1%
CAG
1063
Compass Advisory Group
New York
$1.45M +$38.6K +702 +3%
FFW
1064
Fusion Family Wealth
New York
$1.45M +$114K +2,070 +9%
CCB
1065
Country Club Bank
Missouri
$1.44M – – –
RPCONE
1066
Retirement Planning Company of New England
Rhode Island
$1.44M -$11.5K -210 -0.8%
YLHM
1067
Yelin Lapidot Holdings Management
Israel
$1.44M -$1.15M -21,000 -46%
FFA
1068
Founders Financial Alliance
North Carolina
$1.43M +$673K +12,246 +97%
BC
1069
Burney Company
Virginia
$1.42M -$990 -18 -0.1%
JWM
1070
Jeppson Wealth Management
California
$1.42M +$1.65K +30 +0.1%
CWM
1071
Cedar Wealth Management
California
$1.41M +$8.25K +150 +0.6%
OFS
1072
OneAscent Financial Services
Alabama
$1.41M +$270K +4,902 +25%
PC
1073
Pecaut & Co
Iowa
$1.4M -$154K -2,796 -10%
JFG
1074
Jefferies Financial Group
New York
$1.4M -$153K -2,778 -10%
VPP
1075
Vertex Planning Partners
Illinois
$1.4M +$11.9K +216 +0.9%
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