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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
Strive Asset Management
Ohio
$1.05M – – –
TF
1502
Tandem Financial
Colorado
$1.05M +$998K +13,062 New
AIA
1503
AIMZ Investment Advisors
California
$1.04M +$505K +6,612 +102%
PCMF
1504
Private Capital Management (Florida)
Florida
$1.04M +$378K +4,944 +61%
BOSSRA
1505
B.O.S.S. Retirement Advisors
Utah
$1.04M -$147K -1,920 -13%
MAM
1506
McLean Asset Management
Virginia
$1.04M – – –
VHAM
1507
Van Hulzen Asset Management
California
$1.04M +$295K +3,858 +42%
HWA
1508
Hilltop Wealth Advisors
North Carolina
$1.04M -$5.04K -66 -0.5%
SW
1509
SVB Wealth
Massachusetts
$1.04M -$25.2K -330 -2%
CAI
1510
Capital Advisors Inc
Oklahoma
$1.03M +$272K +3,558 +38%
WMP
1511
Wealth Management Partners
Arizona
$1.03M +$27.5K +360 +3%
OCBCO
1512
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.03M -$45.9K -600 -4%
EWM
1513
Evolution Wealth Management
Florida
$1.03M +$458 +6 +0%
WB
1514
Webster Bank
Connecticut
$1.03M +$66K +864 +7%
AWM
1515
Austin Wealth Management
Texas
$1.03M +$977K +12,786 New
CGA
1516
Crescent Grove Advisors
Illinois
$1.02M – – –
CW
1517
Channel Wealth
California
$1.02M +$32.6K +426 +3%
EAM
1518
Empirical Asset Management
Massachusetts
$1.01M +$4.24M +55,536 +462%
PG
1519
Proffitt & Goodson
Tennessee
$1.01M – – –
WJWM
1520
Williams Jones Wealth Management
New York
$1.01M -$20.2K -264 -2%
SJL
1521
Shayne & Jacobs LLC
Tennessee
$1.01M – – –
TA
1522
TruWealth Advisors
Louisiana
$1.01M +$18.3K +240 +2%
AWM
1523
AAF Wealth Management
Massachusetts
$1M -$36.2K -474 -4%
GGS
1524
Galvin Gaustad & Stein
Arizona
$997K +$72K +942 +8%
SMA
1525
Seven Mile Advisory
New Jersey
$997K +$644K +8,430 +209%
59 60
61
62 63