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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1701
Jefferies Financial Group
New York
$716K – – –
MCM
1702
Morton Capital Management
California
$710K -$3.21K -42 -0.5%
GS
1703
GWN Securities
Florida
$708K -$402K -5,262 -37%
WOSD
1704
WFA of San Diego
California
$708K – – –
CWM
1705
Calamos Wealth Management
Illinois
$706K +$128K +1,680 +24%
FWM
1706
FSA Wealth Management
Massachusetts
$703K -$1.38K -18 -0.2%
RP
1707
Rowlandmiller & Partners
Georgia
$700K – – –
MWML
1708
M Wealth Management LLC
California
$698K +$917 +12 +0.1%
RIP
1709
RAM Investment Partners
Washington
$693K – – –
LIA
1710
Lynx Investment Advisory
District of Columbia
$691K -$6.42K -84 -1%
CWP
1711
Curated Wealth Partners
California
$690K – – –
MFS
1712
McNamara Financial Services
Massachusetts
$686K -$458 -6 -0.1%
MWC
1713
MKD Wealth Coaches
Michigan
$683K – – –
BDL
1714
Bey-Douglas LLC
Georgia
$683K -$458 -6 -0.1%
BFO
1715
Boston Family Office
Massachusetts
$678K – – –
AFTS
1716
American Financial & Tax Strategies
New York
$678K -$25.7K -336 -4%
CP
1717
Castleview Partners
Texas
$676K +$646K +8,454 New
FWM
1718
FLP Wealth Management
Arkansas
$675K -$23.8K -312 -4%
QP
1719
Quartz Partners
New York
$675K -$5.5K -72 -0.8%
VCM
1720
Viewpoint Capital Management
Washington
$674K – – –
FF
1721
Financial Futures
New Jersey
$673K – – –
PWW
1722
Pettyjohn Wood & White
Virginia
$671K – – –
WWC
1723
Waypoint Wealth Counsel
Georgia
$669K +$26.6K +348 +4%
WA
1724
WP Advisors
California
$669K +$458 +6 +0.1%
JA
1725
JVL Associates
Michigan
$669K – – –
67 68
69
70 71