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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1801
DLK Investment Management
California
$764K +$172K +2,043 New
UFF
1802
USA Financial Formulas
Michigan
$761K +$604K +7,181 +434%
CIA
1803
Cape Investment Advisory
Georgia
$761K -$15.7K -187 -2%
BA
1804
Ballast Advisors
Minnesota
$760K -$2.61K -31 -0.4%
AWMS
1805
Advocacy Wealth Management Services
Georgia
$756K -$865K -10,279 -54%
DP
1806
Dearborn Partners
Illinois
$755K +$178K +2,118 +32%
MWML
1807
M Wealth Management LLC
California
$755K +$505 +6 +0.1%
OPW
1808
Osprey Private Wealth
New York
$755K -$168 -2 -0%
RP
1809
Rowlandmiller & Partners
Georgia
$754K – – –
RCM
1810
Richardson Capital Management
Wisconsin
$754K -$27.9K -331 -4%
RIP
1811
RAM Investment Partners
Washington
$753K – – –
AR
1812
Apeiron RIA
Texas
$752K -$2.03M -24,157 -71%
BI
1813
Breachway Investments
Rhode Island
$752K -$28.7K -341 -4%
AIS
1814
Accredited Investor Services
Minnesota
$751K -$16.1K -191 -2%
SC
1815
Sepio Capital
Utah
$750K +$120K +1,431 +20%
HT
1816
Heritage Trust
Oklahoma
$748K +$375K +4,455 +105%
VIP
1817
Value Investment Professionals
New York
$746K +$729K +8,658 New
FWP
1818
Forefront Wealth Partners
Texas
$740K +$723K +8,592 New
MAV
1819
Mason & Associates (Virginia)
Virginia
$740K +$101K +1,206 +16%
JFGLC
1820
Johnson Financial Group LLC (Colorado)
Colorado
$739K -$94.3K -1,121 -12%
NGA
1821
Naples Global Advisors
Florida
$738K +$77.9K +926 +12%
FS
1822
Ferguson Shapiro
Georgia
$734K +$266K +3,156 +59%
CWA
1823
Cura Wealth Advisors
Illinois
$732K -$11.6K -138 -2%
PJC
1824
Phillip James Consulting
Minnesota
$732K +$715K +8,502 New
CA
1825
Crewe Advisors
Utah
$730K +$85.5K +1,016 +14%
71 72
73
74 75