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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1326
MYeCFO
California
$695K – – –
CAS
1327
Coppell Advisory Solutions
Texas
$692K +$265K +5,490 +70%
CAM
1328
Carret Asset Management
New York
$692K -$16.2K -336 -2%
FIBT
1329
First International Bank & Trust
North Dakota
$690K – – –
PFA
1330
Petra Financial Advisors
Colorado
$689K -$53.3K -1,104 -8%
DWP
1331
Daymark Wealth Partners
Ohio
$687K +$11.3K +234 +2%
SFMG
1332
Sage Financial Management Group
Virginia
$687K – – –
FWM
1333
Fingerlakes Wealth Management
New York
$685K +$1.16K +24 +0.2%
BWM
1334
BNC Wealth Management
Oregon
$683K +$636K +13,182 New
ITIM
1335
Indiana Trust & Investment Management
Indiana
$683K +$25.5K +528 +4%
TCM
1336
Towercrest Capital Management
Pennsylvania
$681K +$84.9K +1,758 +15%
WA
1337
WP Advisors
California
$677K +$1.16K +24 +0.2%
GM
1338
GeoWealth Management
Illinois
$675K -$5.36M -110,994 -90%
CAAM
1339
Cornerstone Advisors Asset Management
Pennsylvania
$675K – – –
AC
1340
Apella Capital
Connecticut
$671K +$6.08K +126 +1%
LIWM
1341
Long Island Wealth Management
New York
$670K +$624K +12,936 New
CG
1342
Cynosure Group
Utah
$670K +$869 +18 +0.1%
IA
1343
IFG Advisors
Missouri
$667K – – –
AF
1344
Apollon Financial
South Carolina
$667K +$621K +12,864 New
BAM
1345
BOS Asset Management
Illinois
$666K +$66.9K +1,386 +12%
SWP
1346
Strategic Wealth Partners
Ohio
$666K +$138K +2,862 +29%
IFAM
1347
Institutional & Family Asset Management
Colorado
$665K +$4.34K +90 +0.7%
FNT
1348
First National Trust
Pennsylvania
$665K – – –
FFO
1349
Fiduciary Family Office
Florida
$665K +$619K +12,828 New
PCG
1350
Prosperity Consulting Group
Maryland
$663K -$10.4K -216 -2%
52 53
54
55 56