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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1401
Strategic Wealth Partners
Ohio
$733K +$75.9K +1,302 +12%
YIA
1402
YHB Investment Advisors
Connecticut
$733K +$82.9K +1,422 +14%
SCI
1403
Silver Coast Investments
United States
$732K +$45.1K +774 +7%
NWM
1404
Northwest Wealth Management
Iowa
$729K -$50K -858 -7%
ZF
1405
Zega Financial
Florida
$729K +$682K +11,700 New
MCC
1406
Money Concepts Capital
Florida
$729K -$18.2K -312 -3%
SSC
1407
Syverson Strege & Co
Iowa
$729K -$49.3K -846 -7%
HIP
1408
HUB Investment Partners
Texas
$728K +$252K +4,314 +59%
OWM
1409
Orgel Wealth Management
Wisconsin
$726K +$1.4K +24 +0.2%
FWM
1410
Fairhaven Wealth Management
Illinois
$724K -$35K -600 -5%
SAM
1411
S.A. Mason
Michigan
$721K +$9.45K +162 +1%
WSFS
1412
Wilmington Savings Fund Society
Delaware
$720K +$243K +4,170 +56%
SWM
1413
SFG Wealth Management
Maryland
$718K – – –
BRIA
1414
Balanced Rock Investment Advisors
Massachusetts
$711K +$165K +2,832 +33%
FB
1415
First Bancorp
Maine
$708K – – –
AWMG
1416
Alliance Wealth Management Group
New Jersey
$707K – – –
OFG
1417
Oxford Financial Group
Indiana
$707K +$95.9K +1,644 +17%
WFPG
1418
Waller Financial Planning Group
Ohio
$707K -$39.2K -672 -6%
AMBIA
1419
Allen Mooney & Barnes Investment Advisors
Georgia
$705K -$5.6K -96 -0.8%
AFO
1420
Arrowroot Family Office
California
$705K -$30.1K -516 -4%
CAAM
1421
Cornerstone Advisors Asset Management
Pennsylvania
$704K – – –
APW
1422
Atlantic Private Wealth
North Carolina
$703K – – –
MWM
1423
Maltin Wealth Management
New Jersey
$703K – – –
PIA
1424
Petredis Investment Advisors
Pennsylvania
$697K +$49K +840 +8%
LWM
1425
LJI Wealth Management
Indiana
$695K -$17.5K -300 -3%
55 56
57
58 59