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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$547K +$41.3K +612 +7%
FWM
1677
FSA Wealth Management
Massachusetts
$547K -$22.3K -330 -4%
AFTS
1678
American Financial & Tax Strategies
New York
$545K -$2.02K -30 -0.3%
TAM
1679
Townsend Asset Management
North Carolina
$544K – – –
LIA
1680
Lynx Investment Advisory
District of Columbia
$544K -$3.64K -54 -0.6%
MW
1681
Members Wealth
Pennsylvania
$544K +$103K +1,530 +21%
TPA
1682
Trivium Point Advisory
Connecticut
$543K -$62.3K -924 -10%
RIP
1683
RAM Investment Partners
Washington
$543K – – –
LMKC
1684
L.M. Kohn & Company
Ohio
$542K +$71.6K +1,062 +14%
RP
1685
Rowlandmiller & Partners
Georgia
$541K -$6.47K -96 -1%
PAS
1686
PKS Advisory Services
New York
$541K -$1.21K -18 -0.2%
SWM
1687
Stockman Wealth Management
Montana
$540K +$62.3K +924 +12%
MWML
1688
M Wealth Management LLC
California
$539K +$809 +12 +0.1%
FA
1689
Flagstar Advisors
New York
$538K +$11.3K +168 +2%
UW
1690
Unique Wealth
Florida
$538K +$587K +8,700 New
GF
1691
Gries Financial
Ohio
$538K +$148K +2,190 +34%
VW
1692
Vance Wealth
California
$535K -$24.3K -360 -4%
JWM
1693
JFG Wealth Management
Colorado
$535K +$4.05K +60 +0.7%
CS
1694
Cannell & Spears
New York
$534K -$21.8K -324 -4%
CWP
1695
Curated Wealth Partners
California
$533K +$97.1K +1,440 +20%
HA
1696
Helium Advisors
Washington
$531K – – –
EAMA
1697
EFG Asset Management (Americas)
Florida
$531K -$2.01M -29,850 -78%
MGWA
1698
Monument Group Wealth Advisors
Massachusetts
$528K +$576K +8,550 New
MWC
1699
MKD Wealth Coaches
Michigan
$528K – – –
FF
1700
Financial Futures
New Jersey
$525K -$5.66K -84 -1%
66 67
68
69 70