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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1751
Steward Financial Group
Texas
$38K +$35.1K +810 New
GWSA
1752
Global Wealth Strategies & Associates
Colorado
$37.6K – – –
MIM
1753
MTM Investment Management
South Carolina
$36.5K – – –
GM
1754
GeoWealth Management
Illinois
$35K +$31.7K +732 New
MBFW
1755
Morton Brown Family Wealth
Pennsylvania
$34.5K – – –
MIH
1756
Meitav Investment House
Israel
$34K +$31.5K +726 New
WAS
1757
Winch Advisory Services
Wisconsin
$34K – – –
JWM
1758
Janiczek Wealth Management
Colorado
$33.1K – – –
TSW
1759
Thompson Siegel & Walmsley
Virginia
$33K – – –
CWM
1760
Compass Wealth Management
Connecticut
$29.1K – – –
GBT
1761
Grove Bank & Trust
Florida
$28.3K – – –
SN
1762
Sittner & Nelson
Oregon
$28.3K – – –
RMC
1763
Resources Management Corp
Connecticut
$28K -$71.3K -1,644 -73%
NECFA
1764
New England Capital Financial Advisors
Connecticut
$27K – – –
BCM
1765
Bourgeon Capital Management
Connecticut
$26.4K – – –
AFS
1766
Annapolis Financial Services
Maryland
$26.3K – – –
BWP
1767
Baldwin Wealth Partners
Massachusetts
$26.3K – – –
NRG
1768
Nemes Rush Group
Michigan
$24.6K +$22.6K +522 New
UIA
1769
Ulland Investment Advisors
Minnesota
$24K – – –
FDCC
1770
Foster Dykema Cabot & Co
Massachusetts
$24K +$22.1K +510 New
AC
1771
AlphaCore Capital
California
$21.5K +$19.8K +456 New
EWM
1772
Endurance Wealth Management
Rhode Island
$21K – – –
AW
1773
Avion Wealth
Texas
$21K +$12.2K +282 +157%
MFT
1774
Moisand Fitzgerald Tamayo
Florida
$20.1K +$5.46K +126 +42%
PCM
1775
Penserra Capital Management
California
$20K +$18.7K +432 New
69 70
71
72 73