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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1301
Global Trust Asset Management
Florida
$205K – – –
SIAG
1302
Safeguard Investment Advisory Group
California
$205K +$299 +6 +0.1%
BO
1303
BRR OpCo
Ohio
$204K – – –
SKK
1304
Shepherd Kaplan Krochuk
Massachusetts
$204K – – –
RWMH
1305
Riverpoint Wealth Management Holdings
Illinois
$203K -$7.86M -157,962 -97%
CST
1306
Charles Schwab Trust
Nevada
$203K -$381K -7,656 -65%
LCM
1307
LVM Capital Management
Michigan
$203K – – –
LFA
1308
Legacy Financial Advisors
Kentucky
$203K +$209K +4,194 New
CG
1309
Cutler Group
California
$203K +$209K +4,200 New
RC
1310
Rinet Company
Massachusetts
$203K +$209K +4,200 New
GWS
1311
Glassman Wealth Services
Virginia
$202K – – –
ODFS
1312
O'Donnell Financial Services
California
$202K +$208K +4,170 New
SWIG
1313
Strategic Wealth Investment Group
Kentucky
$202K +$209K +4,194 New
IWA
1314
IBEX Wealth Advisors
New Jersey
$193K +$198K +3,984 New
CDIA
1315
Capital Directions Investment Advisors
Georgia
$192K -$1.05M -21,066 -84%
LC
1316
Lindbrook Capital
California
$191K -$120K -2,418 -38%
TIM
1317
Tortoise Investment Management
New York
$191K – – –
LFG
1318
Larson Financial Group
Missouri
$184K +$54.3K +1,092 +40%
CB
1319
Community Bank
New York
$177K +$11.9K +240 +7%
WB
1320
Webster Bank
Connecticut
$175K -$14.9K -300 -8%
BIA
1321
Bell Investment Advisors
California
$173K +$178K +3,576 New
DOA
1322
D'Orazio & Associates
Virginia
$166K +$41.5K +834 +32%
AF
1323
Arrow Financial
New York
$161K – – –
WWM
1324
Wolff Wiese Magana
California
$157K – – –
MPWT
1325
MassMutual Private Wealth & Trust
Connecticut
$153K +$127K +2,550 +417%
51 52
53
54 55