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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
2501
Unified Investment Management
Georgia
$258K – – –
JT
2502
Jupiter Topco
New York
$258K +$252K +2,995 New
GWM
2503
Greenline Wealth Management
Florida
$258K +$505 +6 +0.2%
DA
2504
Drake & Associates
Wisconsin
$258K -$38.5K -458 -13%
GAA
2505
Global Assets Advisory
Florida
$258K +$251K +2,982 New
CNBOF
2506
City National Bank of Florida
Florida
$257K -$152K -1,812 -38%
CI
2507
Chartist Inc
California
$257K – – –
SC
2508
Stephenson & Company
California
$257K – – –
BAG
2509
Bauman Advisory Group
Nevada
$257K +$251K +2,978 New
ODA
2510
One Degree Advisors
California
$256K -$84 -1 -0%
BT
2511
Banque Transatlantique
France
$256K +$250K +2,970 New
IWM
2512
Iams Wealth Management
Nebraska
$256K +$2.27K +27 +0.9%
CA
2513
CV Advisors
Florida
$255K -$1.25M -14,820 -83%
BWM
2514
Bluebird Wealth Management
Massachusetts
$255K +$249K +2,963 New
WC
2515
Wynn Capital
Georgia
$254K – – –
CWP
2516
Curated Wealth Partners
California
$254K – – –
LFS
2517
Legacy Financial Strategies
Kansas
$254K +$248K +2,949 New
CCA
2518
Cadent Capital Advisors
Oklahoma
$253K -$62.1K -738 -20%
SCA
2519
Stonebridge Capital Advisors
Minnesota
$253K – – –
AOWM
2520
Asset One Wealth Management
Washington
$253K -$1.19M -14,112 -83%
PCMNC
2521
Piedmont Capital Management (North Carolina)
North Carolina
$253K – – –
AFG
2522
Albion Financial Group
Utah
$252K -$252 -3 -0.1%
CWA
2523
CJM Wealth Advisers
Virginia
$252K +$7.32K +87 +3%
BIA
2524
Bell Investment Advisors
California
$252K -$168 -2 -0.1%
AWMI
2525
Aegis Wealth Management (Iowa)
Iowa
$252K +$4.21K +50 +2%
99 100
101
102 103