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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1251
Alaska Wealth Advisors
Alaska
$804K -$45.8K -948 -6%
TCOV
1252
Trust Company of Vermont
Vermont
$804K – – –
LC
1253
Lavaca Capital
Texas
$804K +$749K +15,516 New
SAM
1254
Synergy Asset Management
Washington
$801K +$25.2K +522 +3%
SFP
1255
Shepherd Financial Partners
Massachusetts
$798K -$140K -2,892 -16%
BONH
1256
Bank of New Hampshire
New Hampshire
$797K +$51.8K +1,074 +8%
DFCM
1257
Dark Forest Capital Management
Puerto Rico
$792K +$738K +15,288 New
PFWA
1258
Paces Ferry Wealth Advisors
Georgia
$792K +$738K +15,282 New
SBIA
1259
Sheaff Brock Investment Advisors
Indiana
$790K +$2.61K +54 +0.4%
EWM
1260
Executive Wealth Management
Michigan
$790K +$2.03K +42 +0.3%
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$790K – – –
SW
1262
SteelPeak Wealth
California
$785K +$53K +1,098 +8%
FWM
1263
Focused Wealth Management
New York
$784K +$4.63K +96 +0.6%
WAOI
1264
Wealth Advisors of Iowa
Iowa
$783K -$3.19K -66 -0.4%
NL
1265
Navalign LLC
California
$783K -$78.2K -1,620 -10%
BFA
1266
Beacon Financial Advisory
Ohio
$781K +$16.8K +348 +2%
SCM
1267
Shelton Capital Management
Colorado
$777K – – –
LFA
1268
Level Financial Advisors
New York
$777K -$14.5K -300 -2%
CFG
1269
Cosner Financial Group
Colorado
$776K +$723K +14,982 New
BFG
1270
Bouchey Financial Group
New York
$774K -$579 -12 -0.1%
HA
1271
Herold Advisors
New York
$764K -$290 -6 -0%
EWA
1272
Evolution Wealth Advisors
Florida
$763K – – –
RWPA
1273
Richard W. Paul & Associates
Michigan
$761K -$81.1K -1,680 -10%
FGA
1274
Fortis Group Advisors
New Jersey
$759K +$10.1K +210 +1%
TWA
1275
Talisman Wealth Advisors
New Jersey
$758K -$26.9K -558 -4%
49 50
51
52 53