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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2501
O'Rourke & Company
Massachusetts
$213K -$33.6K -432 -13%
TPWA
2502
Twin Peaks Wealth Advisors
California
$212K – – –
SM
2503
Sensible Money
Arizona
$212K – – –
GSIAS
2504
Garden State Investment Advisory Services
New Jersey
$212K – – –
AIS
2505
Advocate Investing Services
Maryland
$212K +$467 +6 +0.2%
WIM
2506
Waycross Investment Management
Washington
$211K – – –
AWP
2507
Astra Wealth Partners
New Jersey
$210K – – –
WWM
2508
Wiser Wealth Management
Georgia
$210K +$224K +2,880 New
AWMI
2509
Aegis Wealth Management (Iowa)
Iowa
$209K +$8.4K +108 +4%
SC
2510
Shearwater Capital
Colorado
$208K +$223K +2,862 New
RMC
2511
Ring Mountain Capital
California
$208K – – –
PCM
2512
Peirce Capital Management
Texas
$208K +$222K +2,856 New
RAS
2513
RPS Advisory Solutions
Kentucky
$208K -$11.7K -150 -5%
ANBT
2514
American National Bank & Trust
Texas
$207K -$11.7K -150 -5%
AIA
2515
AssuredPartners Investment Advisors
Florida
$207K -$3.73K -48 -2%
AWP
2516
Ascent Wealth Partners
New York
$207K +$221K +2,844 New
CWA
2517
CJM Wealth Advisers
Virginia
$207K +$9.8K +126 +5%
SCM
2518
Stonehearth Capital Management
Massachusetts
$206K – – –
SNB
2519
Security National Bank
Nebraska
$205K -$21.9K -282 -9%
WCP
2520
Wealthcare Capital Partners
Pennsylvania
$203K -$31.7K -408 -13%
I
2521
IMPACTfolio
Colorado
$203K – – –
SIC
2522
Shoker Investment Counsel
Ohio
$202K – – –
DAM
2523
Delta Asset Management
Tennessee
$201K -$44.8K -576 -17%
AF
2524
ASL Financial
California
$200K – – –
EFN
2525
Equita Financial Network
Pennsylvania
$200K +$214K +2,748 New
99 100
101
102 103