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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2501
Pension & Wealth Management Advisors
Massachusetts
$67.3K – – –
CBT
2502
CoreFirst Bank & Trust
Kansas
$67.1K -$9.17K -120 -13%
AF
2503
Alerus Financial
North Dakota
$67.1K +$7.79K +102 +14%
PCFFS
2504
Pacific Center for Financial Services
California
$66.7K – – –
OCM
2505
Osterweis Capital Management
California
$64.7K – – –
FFA
2506
Frazier Financial Advisors
Ohio
$63.4K +$9.17K +120 +18%
BMC
2507
Bear Mountain Capital
Washington
$62.5K – – –
GBT
2508
Grove Bank & Trust
Florida
$61.9K – – –
MFA
2509
Morling Financial Advisors
California
$61.4K +$58.7K +768 New
PPA
2510
Painted Porch Advisors
California
$60.9K -$44K -576 -43%
OCM
2511
Orion Capital Management
California
$60.9K – – –
APW
2512
Aventura Private Wealth
Florida
$59K -$13.8K -180 -20%
MHR
2513
Matthew Hamilton Rosenberg
$59K – – –
RMP
2514
Richards, Merrill & Peterson
Washington
$58K – – –
LWMI
2515
Legacy Wealth Management (Idaho)
Idaho
$57.6K -$14.2K -186 -21%
SCA
2516
Stuart Chaussee & Associates
California
$55.6K – – –
EPIMS
2517
Evelyn Partners Investment Management Services
$53.7K +$51.4K +672 New
W
2518
WealthCollab
Washington
$48.9K +$46.8K +612 New
KPP
2519
Kings Path Partners
Texas
$48.9K +$46.8K +612 New
OSNBOA
2520
Old Second National Bank of Aurora
Illinois
$48K -$13.8K -180 -23%
MMG
2521
Monetary Management Group
Missouri
$48K -$2.29K -30 -5%
EP
2522
Essential Partners
California
$48K – – –
FDP
2523
Financiere des Professionnels
Quebec, Canada
$48K – – –
BDPWM
2524
Barnes Dennig Private Wealth Management
Ohio
$47K – – –
AI
2525
Arvest Investments
Arkansas
$47K – – –
99 100
101
102 103