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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1126
SVB Wealth
Massachusetts
$2.03M +$1.99M +29,616 New
PIA
1127
Powell Investment Advisors
Florida
$2.02M +$806 +12 +0%
HDIM
1128
Hanson & Doremus Investment Management
Vermont
$2.02M – – –
TC
1129
TAP Consulting
Missouri
$2.01M -$8.87K -132 -0.4%
OGF
1130
Orin Green Financial
California
$2.01M -$2.07M -30,828 Closed
BPFA
1131
Barnes Pettey Financial Advisors
Mississippi
$2.01M -$40.3K -600 -2%
DIP
1132
DT Investment Partners
Pennsylvania
$2.01M – – –
BFM
1133
Boston Financial Management
Massachusetts
$1.98M -$23K -342 -1%
SW
1134
SteelPeak Wealth
California
$1.98M +$891K +13,266 +84%
BB
1135
Busey Bank
Illinois
$1.97M -$23.4K -348 -1%
MAM
1136
Marquette Asset Management
Minnesota
$1.97M -$73.8K -1,098 -4%
BW
1137
BXM Wealth
Colorado
$1.97M +$1.93M +28,764 New
ATC
1138
Adirondack Trust Company
New York
$1.96M +$154K +2,292 +9%
PNC
1139
Park National Corp
Ohio
$1.96M – – –
ADL
1140
Asset Dedication LLC
California
$1.95M -$112K -1,662 -5%
CAS
1141
Coppell Advisory Solutions
Texas
$1.95M +$345K +5,130 +22%
SA
1142
Strategic Advocates
Utah
$1.95M -$37.9K -564 -2%
THCM
1143
Taylor Hoffman Capital Management
Virginia
$1.94M -$51.2K -762 -3%
WWA
1144
Wealth Watch Advisors
Colorado
$1.93M +$1.9M +28,284 New
GLLW
1145
Graves Light Lenhart Wealth
Virginia
$1.93M – – –
IGGA
1146
Iron Gate Global Advisors
Utah
$1.92M +$77K +1,146 +4%
MIM
1147
Moseley Investment Management
Florida
$1.9M +$174K +2,592 +10%
BFC
1148
Bedel Financial Consulting
Indiana
$1.9M -$16.1K -240 -0.9%
IA
1149
IFC Advisors
California
$1.9M +$1.86M +27,732 New
SS
1150
Sunbelt Securities
Texas
$1.88M -$345K -5,142 -16%
44 45
46
47 48