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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
MV Capital Management
Maryland
$2.1M – – –
BWA
1102
Bordeaux Wealth Advisors
California
$2.1M – – –
GWM
1103
Greenhouse Wealth Management
Connecticut
$2.09M -$18.5K -276 -0.9%
AL
1104
ACAS LLC
California
$2.09M -$222K -3,312 -10%
SWM
1105
SeaCrest Wealth Management
New York
$2.09M +$234K +3,480 +13%
PB
1106
Pinnacle Bancorp
Nebraska
$2.09M -$77.4K -1,152 -4%
PFA
1107
Pure Financial Advisors
California
$2.08M +$551K +8,196 +37%
PP
1108
Patten & Patten
Tennessee
$2.08M +$47.6K +708 +2%
TL
1109
Tradewinds LLC
North Carolina
$2.07M -$8.46K -126 -0.4%
LF
1110
LifeSteps Financial
California
$2.07M -$12.9K -192 -0.6%
MSFS
1111
Main Street Financial Solutions
Pennsylvania
$2.06M -$845K -12,582 -29%
RA
1112
RoundAngle Advisors
New Jersey
$2.06M +$2.02M +30,114 New
ST
1113
Sabal Trust
Florida
$2.06M -$419K -6,240 -17%
HCA
1114
Harbour Capital Advisors
Virginia
$2.05M +$154K +2,286 +8%
WA
1115
Wealthstream Advisors
New York
$2.05M +$35.5K +528 +2%
SWP
1116
Summit Wealth Partners
Florida
$2.05M +$5.24K +78 +0.3%
AAS
1117
Annex Advisory Services
Wisconsin
$2.04M +$1.16M +17,328 +138%
DAS
1118
Diversify Advisory Services
Utah
$2.04M +$485K +7,224 +32%
VFPW
1119
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.04M -$18.9K -282 -0.9%
RPC
1120
Rossmore Private Capital
Connecticut
$2.04M +$130K +1,932 +7%
FB
1121
Fulton Bank
Pennsylvania
$2.04M – – –
SFP
1122
SwitchPoint Financial Planning
Utah
$2.03M +$2M +29,724 New
SC
1123
Stephens Consulting
Michigan
$2.03M -$24.6K -366 -1%
MHC
1124
May Hill Capital
Massachusetts
$2.03M +$1.99M +29,664 New
SW
1125
SVB Wealth
Massachusetts
$2.03M +$1.99M +29,616 New
43 44
45
46 47