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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1626
Brass Tax Wealth Management
Ohio
$821K +$312K +4,086 +66%
PAS
1627
PKS Advisory Services
New York
$820K +$55.9K +732 +8%
EPM
1628
Elm Partners Management
Pennsylvania
$817K +$781K +10,218 New
MIAS
1629
Mason Investment Advisory Services
Virginia
$815K +$50K +654 +7%
NSG
1630
Nalls Sherbakoff Group
Tennessee
$814K -$5.5K -72 -0.7%
SWM
1631
Silverlake Wealth Management
Vermont
$813K +$18.8K +246 +2%
NS
1632
NBC Securities
Alabama
$813K +$220K +2,880 +40%
MF
1633
Montis Financial
Massachusetts
$813K -$55K -720 -7%
FNA
1634
First National Advisers
Nebraska
$813K -$38.5K -504 -5%
EA
1635
Everpar Advisors
Oklahoma
$812K +$15.1K +198 +2%
FIM
1636
Freedom Investment Management
Connecticut
$812K -$1.67M -21,888 -68%
SFA
1637
Seneca Financial Advisors
New York
$812K – – –
BFS
1638
Burkett Financial Services
South Carolina
$809K -$53.2K -696 -6%
NAG
1639
Northstar Advisory Group
New Jersey
$809K -$289K -3,780 -27%
ST
1640
Spinnaker Trust
Maine
$809K +$16K +210 +2%
MA
1641
MKT Advisors
California
$807K -$95.4K -1,248 -11%
EGWAG
1642
Elwood & Goetz Wealth Advisory Group
Georgia
$805K -$113K -1,476 -13%
DWM
1643
Denver Wealth Management
Colorado
$803K +$458 +6 +0.1%
MF
1644
Meridian Financial
Massachusetts
$800K +$31.2K +408 +4%
SRWM
1645
Shira Ridge Wealth Management
California
$797K -$5.04K -66 -0.7%
NF
1646
Nvest Financial
New Hampshire
$797K +$762K +9,972 New
OWA
1647
Octavia Wealth Advisors
Ohio
$797K +$22.5K +294 +3%
4A
1648
4Wealth Advisors
Illinois
$796K -$23.8K -312 -3%
VNA
1649
Valley National Advisers
Pennsylvania
$796K -$477K -6,246 -39%
DFC
1650
DBK Financial Counsel
Ohio
$796K +$474K +6,198 +165%
64 65
66
67 68