VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
1576
New Perspectives Inc
Mississippi
$675K – – –
TW
1577
Transform Wealth
Colorado
$674K +$15K +222 +2%
RWM
1578
Rialto Wealth Management
New York
$673K – – –
MF
1579
Montis Financial
Massachusetts
$673K +$734K +10,890 New
FA
1580
FSA Advisors
Michigan
$672K +$340K +5,040 +86%
WJWM
1581
Williams Jones Wealth Management
New York
$672K +$237K +3,510 +48%
WDL
1582
Well Done LLC
Michigan
$668K +$26.3K +390 +4%
AC
1583
Avestar Capital
New York
$667K -$236K -3,504 -24%
NCM
1584
Narwhal Capital Management
Georgia
$667K – – –
PFA
1585
Pillar Financial Advisors
Kentucky
$667K – – –
KWMG
1586
King Wealth Management Group
Florida
$666K +$67.2K +996 +9%
YIA
1587
YHB Investment Advisors
Connecticut
$666K +$19K +282 +3%
PAI
1588
Pittenger & Anderson Inc
Nebraska
$665K +$78.5K +1,164 +12%
CTA
1589
Colonial Trust Advisors
South Carolina
$665K +$133K +1,968 +22%
BFA
1590
Buttonwood Financial Advisors
Maryland
$665K – – –
VCM
1591
Vision Capital Management
Oregon
$664K – – –
AF
1592
Amara Financial
California
$663K +$405 +6 +0.1%
PFG
1593
Prosperity Financial Group
California
$662K +$16.2K +240 +2%
PCS
1594
Personal CFO Solutions
New Jersey
$660K +$293K +4,350 +69%
CWM
1595
Chemistry Wealth Management
New York
$659K +$21.4K +318 +3%
SSC
1596
Syverson Strege & Co
Iowa
$658K – – –
SO
1597
Sierra Ocean
California
$658K – – –
BWMG
1598
Bannerman Wealth Management Group
Texas
$657K -$19K -282 -3%
NL
1599
Navalign LLC
California
$655K -$26.3K -390 -4%
CA
1600
Capital Advantage
California
$654K – – –
62 63
64
65 66