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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2501
Rathbones Group
United Kingdom
$239K – – –
AFG
2502
Albion Financial Group
Utah
$239K -$487 -6 -0.2%
PCMNC
2503
Piedmont Capital Management (North Carolina)
North Carolina
$239K +$238K +2,934 New
BIA
2504
Bell Investment Advisors
California
$238K -$9.74K -120 -4%
SIC
2505
SJS Investment Consulting
Ohio
$238K -$20.9K -258 -8%
OWCM
2506
One Wealth Capital Management
Arizona
$238K +$14.6K +180 +7%
SM
2507
Sensible Money
Arizona
$237K -$31.2K -384 -12%
GSIAS
2508
Garden State Investment Advisory Services
New Jersey
$237K – – –
AIS
2509
Advocate Investing Services
Maryland
$236K +$236K +2,904 New
RCM
2510
Richardson Capital Management
Wisconsin
$236K +$27.3K +336 +13%
WIM
2511
Waycross Investment Management
Washington
$236K +$235K +2,898 New
AMM
2512
American Money Management
California
$235K -$21.9K -270 -9%
AWP
2513
Astra Wealth Partners
New Jersey
$235K – – –
SRA
2514
Secured Retirement Advisors
Minnesota
$234K -$8.77K -108 -4%
SHIM
2515
Stone House Investment Management
Pennsylvania
$232K -$8.77K -108 -4%
WWM
2516
Whalen Wealth Management
Nevada
$232K +$7.3K +90 +3%
AIA
2517
AssuredPartners Investment Advisors
Florida
$231K +$231K +2,844 New
SFO
2518
Stenger Family Office
Illinois
$231K -$16.1K -198 -7%
TIM
2519
Total Investment Management
Arizona
$231K – – –
RMC
2520
Ring Mountain Capital
California
$231K +$8.28K +102 +4%
GWA
2521
Gutierrez Wealth Advisory
Arkansas
$231K +$487 +6 +0.2%
HT
2522
Headlands Technologies
Illinois
$231K -$48.7K -600 -17%
TPWA
2523
Twin Peaks Wealth Advisors
California
$230K – – –
SCM
2524
Stonehearth Capital Management
Massachusetts
$230K – – –
AC
2525
Annandale Capital
Texas
$229K -$10.2K -126 -4%
99 100
101
102 103