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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
2351
Bradley & Co Private Wealth Management
Florida
$117K +$114K +1,704 New
EWA
2352
Elevate Wealth Advisory
Georgia
$116K +$19.8K +294 +21%
EDRH
2353
Edmond de Rothschild Holding
Switzerland
$113K – – –
MSFP
2354
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
BWM
2355
Bernard Wealth Management
Michigan
$110K +$108K +1,614 New
GWM
2356
Grand Wealth Management
Michigan
$110K +$39.9K +594 +58%
BCA
2357
Bray Capital Advisors
Florida
$109K – – –
KB
2358
Kimelman & Baird
New York
$107K – – –
PWA
2359
Physician Wealth Advisors
Utah
$106K +$104K +1,548 New
PA
2360
Pineridge Advisors
Missouri
$106K -$4.03K -60 -4%
RF
2361
Roxbury Financial
New Jersey
$105K +$104K +1,542 New
HFS
2362
Hopwood Financial Services
Virginia
$105K +$103K +1,536 New
CT
2363
Clearstead Trust
Maine
$101K -$27.4K -408 -22%
SHF
2364
Safe Harbor Fiduciary
Florida
$98.5K – – –
RDFA
2365
Ritter Daniher Financial Advisory
Ohio
$92.8K – – –
IIL
2366
Insight Inv LLC
California
$91.5K – – –
KA
2367
Kozak & Associates
Colorado
$90.5K – – –
DAM
2368
Delta Asset Management
Tennessee
$90.3K – – –
AT
2369
Avalon Trust
New Mexico
$88.4K – – –
RPCA
2370
Running Point Capital Advisors
California
$88.2K – – –
DF
2371
Dunhill Financial
United Kingdom
$85.8K -$33.9K -504 -29%
MFG
2372
Menard Financial Group
Texas
$84.6K +$83K +1,236 New
GGI
2373
Godsey & Gibb Inc
Virginia
$83.7K – – –
IRC
2374
Investors Research Corp
Georgia
$83.7K – – –
NB
2375
NBT Bank
New York
$83.3K +$26.2K +390 +47%
93 94
95
96 97