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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1301
GGM Wealth Advisors
Maryland
$805K +$990 +18 +0.1%
TLA
1302
Tanglewood Legacy Advisors
Texas
$804K – – –
CPWM
1303
Cypress Point Wealth Management
Texas
$803K – – –
WH
1304
Willner & Heller
California
$800K -$19.8K -360 -3%
RWPA
1305
Richard W. Paul & Associates
Michigan
$787K -$53.8K -978 -7%
PAMG
1306
Patton Albertson Miller Group
Tennessee
$785K -$660 -12 -0.1%
HL
1307
HeadInvest LLC
Maine
$785K – – –
AAS
1308
Annex Advisory Services
Wisconsin
$783K +$66.3K +1,206 +10%
SWP
1309
Summit Wealth Partners
Florida
$781K -$24.7K -450 -3%
AIC
1310
Archer Investment Corporation
Indiana
$775K -$5.61K -102 -0.7%
BFS
1311
Burkett Financial Services
South Carolina
$775K -$45.5K -828 -6%
WA
1312
Wealth Architects
California
$775K +$330 +6 +0%
GL
1313
Graypoint LLC
New York
$774K – – –
CAM
1314
Carret Asset Management
New York
$773K +$6.6K +120 +0.9%
BSG
1315
Black Swift Group
Colorado
$772K – – –
IP
1316
Intellectus Partners
California
$771K – – –
DWP
1317
Daymark Wealth Partners
Ohio
$770K +$8.91K +162 +1%
M
1318
MYeCFO
California
$770K – – –
TWA
1319
TCI Wealth Advisors
Arizona
$768K -$61K -1,110 -8%
GWANC
1320
Guardian Wealth Advisors (North Carolina)
North Carolina
$768K +$313K +5,694 +74%
RMDI
1321
R.M. Davis Inc
Maine
$766K -$59.7K -1,086 -8%
FCAS
1322
First Command Advisory Services
Texas
$762K -$65.7K -1,194 -8%
CASC
1323
Coppell Advisory Solutions Corp
Texas
$762K +$730K +13,284 New
SFMG
1324
Sage Financial Management Group
Virginia
$761K – – –
ITB
1325
Idaho Trust Bank
Idaho
$760K -$2.76M -50,214 -79%
51 52
53
54 55