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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2376
Doliver Advisors
Texas
$216K +$207K +2,706 New
SA
2377
Sunesis Advisors
Kansas
$216K +$207K +2,706 New
FSG
2378
Financial Strategies Group
Michigan
$216K +$198K +2,586 New
ATFA
2379
All Terrain Financial Advisors
Minnesota
$215K -$10.1K -132 -5%
APC
2380
Asset Planning Corporation
Tennessee
$215K +$205K +2,688 New
CCP
2381
Carmel Capital Partners
California
$215K -$18.8K -246 -8%
CC
2382
Courier Capital
New York
$215K +$205K +2,682 New
ONSWM
2383
Old North State Wealth Management
North Carolina
$213K +$204K +2,664 New
CC
2384
Copperleaf Capital
North Carolina
$213K +$204K +2,670 New
HFO
2385
Heritage Family Offices
Arizona
$213K +$204K +2,664 New
IPWA
2386
International Private Wealth Advisors
California
$213K +$204K +2,664 New
LAM
2387
Lynch Asset Management
Pennsylvania
$212K – – –
CAGAS
2388
Capital Advisory Group Advisory Services
Minnesota
$212K +$203K +2,658 New
AB
2389
Atlas Brown
Kentucky
$212K +$203K +2,658 New
IFPG
2390
Intrepid Financial Planning Group
Indiana
$212K +$202K +2,646 New
AWM
2391
Affinity Wealth Management
Delaware
$211K +$202K +2,640 New
HNW
2392
High Note Wealth
Minnesota
$211K – – –
IP
2393
Ignite Planners
California
$210K +$200K +2,622 New
FWM
2394
FSR Wealth Management
Illinois
$210K +$200K +2,622 New
CWM
2395
Core Wealth Management
Florida
$209K +$199K +2,610 New
WA
2396
Wealth Alliance
New York
$209K +$199K +2,610 New
4WM
2397
4J Wealth Management
Virginia
$208K +$199K +2,604 New
S
2398
Sachetta
Massachusetts
$206K – – –
CFGW
2399
Chancellor Financial Group WB
Pennsylvania
$205K +$196K +2,568 New
CFIA
2400
Cantor Fitzgerald Investment Advisors
New York
$205K -$18.3K -240 -9%
94 95
96
97 98