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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1151
Circle Wealth Management
New Jersey
$1.03M -$7.24K -150 -0.7%
WP
1152
Westmount Partners
California
$1.03M +$19.7K +408 +2%
FIM
1153
Freedom Investment Management
Connecticut
$1.03M +$628K +13,020 +190%
GKWIM
1154
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$132K -2,742 -12%
AOWM
1155
Alpha Omega Wealth Management
Virginia
$1.03M -$5.79K -120 -0.6%
OFS
1156
OneAscent Financial Services
Alabama
$1.01M +$501K +10,380 +113%
FPW
1157
Flagship Private Wealth
Massachusetts
$1.01M +$12.5K +258 +1%
CSC
1158
Caldwell Sutter Capital
California
$1.01M -$62K -1,284 -6%
EIA
1159
Eldridge Investment Advisors
New Hampshire
$1M – – –
NFSG
1160
Newbridge Financial Services Group
Florida
$1M +$450K +9,330 +93%
IAA
1161
Independent Advisor Alliance
North Carolina
$1M +$497K +10,296 +100%
TFP
1162
Traction Financial Partners
Wyoming
$998K +$930K +19,266 New
RF
1163
RHS Financial
California
$993K +$57.1K +1,182 +7%
QCG
1164
Quadrant Capital Group
Ohio
$993K – – –
TFA
1165
Trinity Financial Advisors
Ohio
$990K +$5.5K +114 +0.6%
PIMG
1166
Patriot Investment Management Group
Tennessee
$988K +$96.4K +1,998 +12%
RG
1167
Rathbones Group
United Kingdom
$983K +$481K +9,960 +110%
SCA
1168
Sandy Cove Advisors
Massachusetts
$981K +$357K +7,404 +64%
GSC
1169
Grey Street Capital
Illinois
$980K +$137K +2,844 +18%
PTP
1170
Platform Technology Partners
New York
$980K +$622K +12,882 +278%
CFO
1171
CVA Family Office
Colorado
$980K +$601K +12,450 +193%
HTC
1172
Haverford Trust Company
Pennsylvania
$980K -$29K -600 -3%
CFO
1173
Collective Family Office
Pennsylvania
$978K -$157K -3,252 -15%
PCMC
1174
Private Capital Management (Colorado)
Colorado
$975K -$10.1K -210 -1%
TFM
1175
Trademark Financial Management
Minnesota
$965K +$899K +18,624 New
45 46
47
48 49