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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1551
Lynx Investment Advisory
District of Columbia
$1.2M +$335K +3,985 +40%
FWM
1552
Focused Wealth Management
New York
$1.19M -$11.2K -133 -1%
ACG
1553
Allen Capital Group
Nebraska
$1.19M +$38K +452 +3%
M
1554
MYeCFO
California
$1.19M +$44.4K +528 +4%
JHC
1555
J. Hagan Capital
Kentucky
$1.19M +$58K +689 +5%
FNBSF
1556
First National Bank Sioux Falls
South Dakota
$1.18M -$1.02M -12,140 -83%
AIMC
1557
Alley Investment Management Company
Illinois
$1.18M -$16.1K -191 -1%
TAM
1558
Tocqueville Asset Management
New York
$1.18M +$19.4K +230 +2%
WW
1559
Waterfront Wealth
Kansas
$1.18M +$16.7K +199 +1%
SWIG
1560
Strategic Wealth Investment Group
Kentucky
$1.17M -$38.1K -453 -3%
RC
1561
Roundview Capital
New Jersey
$1.17M – – –
CSA
1562
Cottage Street Advisors
Massachusetts
$1.17M -$47.3K -562 -4%
WAOI
1563
Wealth Advisors of Iowa
Iowa
$1.16M -$58.8K -699 -5%
RWS
1564
RASP Wealth Solutions
Indiana
$1.16M +$1.14M +13,502 New
CP
1565
Camelot Portfolios
Ohio
$1.16M -$21K -249 -2%
SIA
1566
Soltis Investment Advisors
Utah
$1.15M +$25.7K +306 +2%
SAMC
1567
Spectrum Asset Management (California)
California
$1.15M -$1.01K -12 -0.1%
BF
1568
Baring Financial
Washington
$1.14M -$176K -2,095 -14%
KIC
1569
Kensington Investment Counsel
California
$1.14M +$714K +8,482 +178%
BSG
1570
Black Swift Group
Colorado
$1.14M – – –
OWM
1571
Orgel Wealth Management
Wisconsin
$1.14M -$33.1K -393 -3%
WDG
1572
Wealth Dimensions Group
Ohio
$1.13M -$5.55K -66 -0.5%
V
1573
ViaWealth
Kansas
$1.13M -$40.8K -485 -4%
GWS
1574
Glassman Wealth Services
Virginia
$1.12M +$40K +475 +4%
MAM
1575
McLean Asset Management
Virginia
$1.12M +$56.4K +670 +5%
61 62
63
64 65