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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1101
L & S Advisors
California
$662K +$162K +4,170 +35%
LL
1102
LPWM LLC
Minnesota
$662K +$107K +2,754 +21%
IAG
1103
Investmark Advisory Group
Connecticut
$662K +$37.3K +960 +6%
TA
1104
Tectonic Advisors
Texas
$658K +$154K +3,972 +34%
PAMG
1105
Patton Albertson Miller Group
Tennessee
$656K +$7.23K +186 +1%
RFN
1106
Redwood Financial Network
Ohio
$656K -$19.8K -510 -3%
TNB
1107
Thomasville National Bank
Georgia
$652K -$83.3K -2,142 -12%
VNA
1108
Valley National Advisers
Pennsylvania
$650K -$8.63K -222 -1%
CA
1109
Clearstead Advisors
Ohio
$650K +$406K +10,428 +200%
CHA
1110
Carmichael Hill & Associates
Maryland
$649K +$1.17K +30 +0.2%
CCA
1111
Conservest Capital Advisors
Pennsylvania
$649K – – –
HGWM
1112
Harvest Group Wealth Management
Massachusetts
$648K -$18.2K -468 -3%
EWM
1113
EPG Wealth Management
Georgia
$642K – – –
VCM
1114
Viewpoint Capital Management
Washington
$641K – – –
LFA
1115
Level Financial Advisors
New York
$637K -$42.2K -1,086 -7%
MWM
1116
Madison Wealth Management
Ohio
$636K – – –
W
1117
Wealthquest
Ohio
$632K +$8.63K +222 +1%
FCB
1118
First Command Bank
Texas
$630K +$270K +6,948 +85%
FCFS
1119
First Command Financial Services
Texas
$630K +$270K +6,948 +85%
TWA
1120
Talisman Wealth Advisors
New Jersey
$627K +$7.23K +186 +1%
FWM
1121
Focused Wealth Management
New York
$625K – – –
SWP
1122
Summit Wealth Partners
Florida
$623K -$237K -6,096 -29%
TAM
1123
Tocqueville Asset Management
New York
$622K +$582K +14,964 New
TDC
1124
Thompson Davis & Co
Virginia
$619K +$3.03K +78 +0.5%
WA
1125
WP Advisors
California
$616K -$12.4K -318 -2%
43 44
45
46 47