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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1076
Rockwood Wealth Management
Pennsylvania
$3.21M -$65.4K -777 -2%
MSFS
1077
Main Street Financial Solutions
Pennsylvania
$3.2M -$148K -1,759 -5%
EFG
1078
Embree Financial Group
Illinois
$3.19M -$709K -8,422 -19%
GWA
1079
Geometric Wealth Advisors
District of Columbia
$3.18M -$84 -1 -0%
BHFP
1080
Blom & Howell Financial Planning
California
$3.17M -$518K -6,155 -14%
AWP
1081
Accretive Wealth Partners
New Jersey
$3.17M -$39K -463 -1%
PTC
1082
Private Trust Company
Ohio
$3.16M +$93.3K +1,109 +3%
M
1083
MOTCO
Texas
$3.15M -$24.4K -290 -0.8%
BZWA
1084
Blue Zone Wealth Advisors
California
$3.15M -$17.7K -210 -0.6%
JPG
1085
Jordan Park Group
California
$3.14M +$42.4K +504 +1%
FA
1086
Fedenia Advisers
Wisconsin
$3.14M +$3.07M +36,478 New
GWMIA
1087
Global Wealth Management Investment Advisory
Florida
$3.14M -$10.3K -123 -0.3%
BWM
1088
Bernicke Wealth Management
Wisconsin
$3.12M -$2.36K -28 -0.1%
FCH
1089
Freestone Capital Holdings
Washington
$3.1M +$144K +1,711 +5%
SFP
1090
SwitchPoint Financial Planning
Utah
$3.1M -$84 -1 -0%
4WM
1091
49 Wealth Management
Texas
$3.1M +$830K +9,865 +38%
A
1092
Alongside
Texas
$3.1M +$3.03M +35,959 New
IIA
1093
IPG Investment Advisors
California
$3.09M -$2.69K -32 -0.1%
WI
1094
Westbourne Investments
Virginia
$3.08M +$5.47K +65 +0.2%
PNFS
1095
PW Nova Financial Services
Pennsylvania
$3.08M -$11.9K -142 -0.4%
EL
1096
EWA LLC
Pennsylvania
$3.08M +$88.1K +1,047 +3%
AIFAIM
1097
American Institute for Advanced Investment Management
Arizona
$3.07M +$5.05K +60 +0.2%
AG
1098
Advocate Group
Minnesota
$3.07M +$1.15M +13,693 +62%
PPWM
1099
Paragon Private Wealth Management
Kentucky
$3.07M +$313K +3,714 +12%
WAS
1100
WESPAC Advisors SoCal
California
$3.06M +$718K +8,533 +32%
42 43
44
45 46