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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1301
Sterling Financial Planning
New Jersey
$493K -$24.4K -516 -5%
SRWM
1302
Shira Ridge Wealth Management
California
$493K -$1.42K -30 -0.3%
NCM
1303
Narwhal Capital Management
Georgia
$490K – – –
SFS
1304
Strategic Financial Services
New York
$488K – – –
AIA
1305
Ally Invest Advisors
North Carolina
$488K +$13.9K +294 +3%
CTB
1306
Country Trust Bank
Illinois
$485K +$21.8K +462 +5%
TVAMP
1307
Tennessee Valley Asset Management Partners
Tennessee
$481K -$567 -12 -0.1%
WI
1308
Wintrust Investments
Illinois
$478K +$127K +2,688 +34%
CT
1309
Colonial Trust
South Carolina
$478K +$6.8K +144 +1%
BFS
1310
Beacon Financial Strategies
North Carolina
$477K -$37.4K -792 -7%
FFA
1311
Fi3 Financial Advisors
Indiana
$477K +$54.4K +1,152 +12%
AMBIA
1312
Allen Mooney & Barnes Investment Advisors
Georgia
$476K +$283 +6 +0.1%
AFP
1313
Alpha Financial Partners
Kentucky
$475K – – –
APP
1314
Avantax Planning Partners
Iowa
$475K -$227K -4,812 -32%
AFO
1315
Arrowroot Family Office
California
$473K -$24.1K -510 -5%
TWA
1316
TCI Wealth Advisors
Arizona
$473K -$7.37K -156 -1%
SFA
1317
Seneca Financial Advisors
New York
$472K – – –
BTWM
1318
Baker Tilly Wealth Management
Wisconsin
$470K -$3.79M -80,244 -89%
TC
1319
Toews Corporation
New Jersey
$470K -$23.2K -492 -5%
FCC
1320
Flower City Capital
New York
$469K – – –
KWMG
1321
King Wealth Management Group
Florida
$468K -$160K -3,378 -25%
SWA
1322
SFMG Wealth Advisors
Texas
$468K -$15.6K -330 -3%
FG
1323
Fiduciary Group
Georgia
$468K – – –
IAA
1324
Independent Advisor Alliance
North Carolina
$467K +$7.65K +162 +2%
CCMG
1325
Clark Capital Management Group
Pennsylvania
$466K +$51K +1,080 +12%
51 52
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