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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1551
Alliance Wealth Management Group
New Jersey
$701K – – –
ISWM
1552
Independent Solutions Wealth Management
New York
$699K +$762K +11,304 New
SPP
1553
Single Point Partners
Massachusetts
$698K – – –
WAM
1554
WNY Asset Management
New York
$698K +$27.5K +408 +4%
CWA
1555
Clarity Wealth Advisors
California
$698K +$219K +3,246 +40%
RIG
1556
RiverFront Investment Group
Virginia
$698K +$16.6K +246 +2%
FAM
1557
Frontier Asset Management
Wyoming
$697K -$46.9K -696 -6%
SAM
1558
S.A. Mason
Michigan
$697K +$405 +6 +0.1%
TA
1559
TruWealth Advisors
Louisiana
$697K +$14.2K +210 +2%
CCA
1560
Cobblestone Capital Advisors
New York
$692K -$150K -2,232 -17%
MWM
1561
Maltin Wealth Management
New Jersey
$691K +$809 +12 +0.1%
BCA
1562
Bay Capital Advisors
Virginia
$690K -$405K -6,000 -35%
APW
1563
Atlantic Private Wealth
North Carolina
$689K +$809 +12 +0.1%
A
1564
Argentarii
Ohio
$686K +$47.7K +708 +7%
RWPA
1565
Richard W. Paul & Associates
Michigan
$685K -$90.6K -1,344 -11%
ANTB
1566
AMG National Trust Bank
Colorado
$684K -$6.07K -90 -0.8%
VR
1567
Valued Retirements
Texas
$684K +$809 +12 +0.1%
TDC
1568
Thompson Davis & Co
Virginia
$683K +$405 +6 +0.1%
LWM
1569
Level Wealth Management
North Carolina
$682K +$20.2K +300 +3%
GAB
1570
German American Bancorp
Indiana
$682K – – –
UWPG
1571
Ullmann Wealth Partners Group
Florida
$680K – – –
PS
1572
Pinney & Scofield
Massachusetts
$679K +$204K +3,024 +38%
AP
1573
Adero Partners
California
$677K +$249K +3,696 +51%
NPI
1574
New Perspectives Inc
Mississippi
$675K – – –
TW
1575
Transform Wealth
Colorado
$674K +$15K +222 +2%
61 62
63
64 65