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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1726
GK Wealth Management
Nevada
$870K +$850K +10,096 New
PPW
1727
Parcion Private Wealth
Washington
$869K +$564K +6,702 +198%
FWA
1728
Fidelis Wealth Advisors
Colorado
$868K +$152K +1,802 New
AF
1729
Amara Financial
California
$865K -$55.7K -662 -6%
LW
1730
Livet Wealth
Utah
$864K – – –
TWM
1731
Timmons Wealth Management
Massachusetts
$862K -$54.9K -653 -6%
RB
1732
Rodgers Brothers
Pennsylvania
$860K +$215K +2,560 +34%
MAMG
1733
Milestone Asset Management Group
Connecticut
$858K -$35.3K -420 -4%
SL
1734
StoryOne LLC
Kansas
$857K +$838K +9,954 New
FA
1735
FSA Advisors
Michigan
$857K +$837K +9,943 New
BWP
1736
Burling Wealth Partners
Illinois
$852K +$337K +4,010 +68%
CWM
1737
Calamos Wealth Management
Illinois
$852K +$101K +1,200 +14%
GAB
1738
German American Bancorp
Indiana
$852K – – –
DWS
1739
Discipline Wealth Solutions
South Carolina
$850K -$5.13K -61 -0.6%
SRWM
1740
Shira Ridge Wealth Management
California
$850K -$6.48K -77 -0.8%
LBC
1741
Lane Brothers & Co
Arizona
$850K +$505 +6 +0.1%
SCA
1742
Strathmore Capital Advisors
North Carolina
$846K -$4.13M -49,110 -83%
AA
1743
AF Advisors
California
$845K – – –
BFIM
1744
Beese Fulmer Investment Management
Ohio
$844K +$37.4K +445 +5%
SW
1745
SVB Wealth
Massachusetts
$844K -$254K -3,014 -24%
MWM
1746
Maltin Wealth Management
New Jersey
$843K +$1.01K +12 +0.1%
VPF
1747
Vantage Point Financial
Illinois
$837K +$168 +2 +0%
TAFW
1748
Tred Avon Family Wealth
Maryland
$836K – – –
PWG
1749
Portside Wealth Group
Utah
$836K -$232K -2,757 -22%
CL
1750
CLG LLC
California
$836K +$59.7K +710 +8%
68 69
70
71 72