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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1301
Summit Wealth & Retirement Planning
California
$1.59M +$35.8K +468 +2%
CNBT
1302
Canandaigua National Bank & Trust
New York
$1.58M – – –
WMA
1303
William Mack & Associates
Michigan
$1.58M -$80.7K -1,056 -5%
NEPWA
1304
New England Private Wealth Advisors
Massachusetts
$1.58M – – –
BIM
1305
Breakwater Investment Management
Washington
$1.57M – – –
TH
1306
Team Hewins
California
$1.57M +$801K +10,482 +115%
IAIM
1307
International Assets Investment Management
Florida
$1.55M – – –
AWA
1308
ARQ Wealth Advisors
Arizona
$1.55M -$19.3K -252 -1%
LA
1309
Legacy Advisors
Pennsylvania
$1.54M +$1.47M +19,260 New
HIW
1310
Holos Integrated Wealth
Pennsylvania
$1.54M -$75.7K -990 -5%
CD
1311
Chapin Davis
Maryland
$1.53M -$92.6K -1,212 -6%
EWM
1312
Endowment Wealth Management
Wisconsin
$1.53M +$231K +3,024 +19%
NA
1313
Nautilus Advisors
California
$1.52M +$10.5K +138 +0.7%
WCM
1314
WealthTrak Capital Management
Virginia
$1.52M +$970K +12,690 +202%
PHS
1315
Pekin Hardy Strauss
Illinois
$1.51M +$238K +3,120 +20%
JAG
1316
Journey Advisory Group
Kentucky
$1.51M -$1.38K -18 -0.1%
MAA
1317
Matrix Asset Advisors
New York
$1.51M +$6.42K +84 +0.4%
ACI
1318
Alpha Cubed Investments
California
$1.51M -$76.1K -996 -5%
SCM
1319
Shelton Capital Management
Colorado
$1.5M -$115K -1,500 -7%
HIP
1320
HUB Investment Partners
Texas
$1.49M +$411K +5,382 +40%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$26.6K +348 +2%
DSCM
1322
Del-Sette Capital Management
New York
$1.49M -$7.79K -102 -0.5%
ST
1323
Sageworth Trust
Pennsylvania
$1.49M +$1.42M +18,630 New
QCG
1324
Quadrant Capital Group
Ohio
$1.48M – – –
VCP
1325
Verus Capital Partners
Arizona
$1.48M -$109K -1,428 -7%
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