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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1451
Next Capital Management
New York
$663K – – –
UWS
1452
Unique Wealth Strategies
Illinois
$660K – – –
FFA
1453
Fi3 Financial Advisors
Indiana
$658K +$350 +6 +0.1%
CGFA
1454
Colton Groome Financial Advisors
North Carolina
$656K +$245K +4,194 +66%
MIAS
1455
Mason Investment Advisory Services
Virginia
$656K +$9.45K +162 +2%
GC
1456
GFG Capital
Florida
$651K -$94.5K -1,620 -13%
JFGIW
1457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$649K +$350 +6 +0.1%
SRWM
1458
Shira Ridge Wealth Management
California
$649K -$23.1K -396 -4%
CGA
1459
Crescent Grove Advisors
Illinois
$644K – – –
PFSC
1460
Peoples Financial Services Corp
Pennsylvania
$643K – – –
KWMG
1461
King Wealth Management Group
Florida
$643K – – –
FG
1462
Fiduciary Group
Georgia
$643K – – –
RFN
1463
RDA Financial Network
Iowa
$643K -$54.6K -936 -8%
WEG
1464
World Equity Group
Illinois
$642K -$678K -11,634 -53%
FSC
1465
Full Sail Capital
Oklahoma
$642K -$45.1K -774 -7%
TPWA
1466
TRUE Private Wealth Advisors
Oregon
$638K -$19.9K -342 -3%
GC
1467
Gilbert & Cook
Iowa
$635K -$931K -15,960 -61%
RDWM
1468
Red Door Wealth Management
Tennessee
$634K +$186K +3,186 +46%
SFA
1469
Seneca Financial Advisors
New York
$633K -$14.3K -246 -2%
BFIM
1470
Beese Fulmer Investment Management
Ohio
$631K -$23.8K -408 -4%
AA
1471
AF Advisors
California
$630K – – –
TSWM
1472
Tyler-Stone Wealth Management
Ohio
$626K – – –
WA
1473
WP Advisors
California
$624K -$164K -2,808 -22%
CG
1474
CFO4Life Group
Texas
$623K +$19.2K +330 +3%
LGA
1475
Lebenthal Global Advisors
New York
$622K +$582K +9,972 New
57 58
59
60 61