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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1151
Trinity Financial Advisors
Ohio
$713K +$209K +4,830 +47%
TWA
1152
Talisman Wealth Advisors
New Jersey
$711K +$520 +12 +0.1%
BFG
1153
Bouchey Financial Group
New York
$710K +$46.3K +1,068 +8%
FWM
1154
Focused Wealth Management
New York
$710K – – –
TNB
1155
Thomasville National Bank
Georgia
$709K -$28.6K -660 -4%
TCOV
1156
Trust Company of Vermont
Vermont
$708K +$291K +6,714 +81%
RWM
1157
Ritholtz Wealth Management
New York
$706K +$157K +3,612 +32%
RL
1158
Retireful LLC
Michigan
$705K -$130K -3,006 -17%
LWCFA
1159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$703K +$633K +14,586 +4,420%
HA
1160
Herold Advisors
New York
$696K +$44K +1,014 +7%
1WA
1161
180 Wealth Advisors
Washington
$696K +$1.3K +30 +0.2%
EWA
1162
Evolution Wealth Advisors
Florida
$695K +$268K +6,180 +72%
ACM
1163
Absolute Capital Management
Pennsylvania
$688K +$67.4K +1,554 +12%
PAG
1164
Private Advisory Group
Washington
$688K – – –
TDC
1165
Thompson Davis & Co
Virginia
$687K -$14.3K -330 -2%
TAM
1166
Tocqueville Asset Management
New York
$682K -$22.1K -510 -3%
GIA
1167
Guyasuta Investment Advisors
Pennsylvania
$679K +$65K +1,500 +12%
CWP
1168
Corepath Wealth Partners
Arizona
$678K +$52K +1,200 +9%
SIMG
1169
Sonora Investment Management Group
Arizona
$678K -$282K -6,510 -31%
AIM
1170
Athena Investment Management
California
$677K +$67.7K +1,560 +12%
ICP
1171
Interchange Capital Partners
Pennsylvania
$672K -$452K -10,428 -42%
HIS
1172
Horizon Investment Services
Indiana
$672K -$84.8K -1,956 -12%
APW
1173
Atlantic Private Wealth
North Carolina
$670K +$520 +12 +0.1%
KPWG
1174
KFA Private Wealth Group
Virginia
$670K +$68.7K +1,584 +13%
CW
1175
Channel Wealth
California
$669K -$106K -2,448 -15%
45 46
47
48 49