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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2301
Comprehensive Financial Planning
Pennsylvania
$116K – – –
POIA
2302
Pin Oak Investment Advisors
Texas
$114K – – –
CICI
2303
Capital Investment Counsel Inc
North Carolina
$111K – – –
T
2304
Transce3nd
Texas
$109K -$267K -3,954 -69%
GGI
2305
Godsey & Gibb Inc
Virginia
$109K +$36.8K +546 +45%
VWM
2306
Valley Wealth Managers
New Jersey
$109K – – –
CCMW
2307
Cypress Capital Management (Wyoming)
Wyoming
$108K +$117K +1,740 New
WWM
2308
Wolff Wiese Magana
California
$106K – – –
BCPWM
2309
Bradley & Co Private Wealth Management
Florida
$105K – – –
PWM
2310
Proathlete Wealth Management
Florida
$105K +$115K +1,704 New
EDRH
2311
Edmond de Rothschild Holding
Switzerland
$102K – – –
MSFP
2312
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
BWM
2313
Bernard Wealth Management
Michigan
$99.8K – – –
EWA
2314
Elevate Wealth Advisory
Georgia
$97.5K -$7.69K -114 -7%
KB
2315
Kimelman & Baird
New York
$96.8K – – –
PWA
2316
Physician Wealth Advisors
Utah
$95.6K – – –
CI
2317
Cordant Inc
Oregon
$94.2K +$103K +1,524 New
RPCA
2318
Running Point Capital Advisors
California
$93.1K +$14.6K +216 +17%
KC
2319
Knuff & Co
California
$92.7K +$101K +1,500 New
CT
2320
Clearstead Trust
Maine
$91.2K – – –
PAG
2321
Paladin Advisory Group
Iowa
$90.9K +$79.3K +1,176 +400%
CCM
2322
Cloud Capital Management
Washington
$89K +$97.9K +1,452 New
SHF
2323
Safe Harbor Fiduciary
Florida
$89K – – –
RFA
2324
Reyes Financial Architecture
California
$86.8K +$94.7K +1,404 New
AEPWM
2325
Atlantic Edge Private Wealth Management
Florida
$84.2K -$1.66M -24,600 -95%
91 92
93
94 95