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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MTI
2576
Merrithew & Thorsten Inc
California
$131K +$467 +6 +0.3%
CYG
2577
Clean Yield Group
Vermont
$128K -$23.3K -300 -15%
VWM
2578
Valley Wealth Managers
New Jersey
$128K – – –
T
2579
TrustBank
Illinois
$127K +$135K +1,740 New
IAAG
2580
Innovative Asset Advisors Group
Connecticut
$125K +$134K +1,722 New
OWA
2581
Opal Wealth Advisors
New York
$125K +$133K +1,716 New
WWM
2582
Wolff Wiese Magana
California
$124K – – –
CT
2583
Clearstead Trust
Maine
$124K – – –
BBPWM
2584
Blue Bell Private Wealth Management
Pennsylvania
$124K – – –
BCPWM
2585
Bradley & Co Private Wealth Management
Florida
$124K – – –
CCMI
2586
Creative Capital Management Investments
California
$123K – – –
KA
2587
Kozak & Associates
Colorado
$122K +$4.67K +60 +4%
OWP
2588
ORG Wealth Partners
Texas
$121K -$165K -2,124 -56%
UFF
2589
USA Financial Formulas
Michigan
$121K -$427K -5,484 -77%
EDRH
2590
Edmond de Rothschild Holding
Switzerland
$121K – – –
LWM
2591
Lodestone Wealth Management
Washington
$119K – – –
PWMA
2592
Pension & Wealth Management Advisors
Massachusetts
$118K +$60.7K +780 +93%
BWM
2593
Bernard Wealth Management
Michigan
$117K – – –
KB
2594
Kimelman & Baird
New York
$114K – – –
PWA
2595
Physician Wealth Advisors
Utah
$113K – – –
KSB
2596
Kennebec Savings Bank
Maine
$113K – – –
AW
2597
Ankerstar Wealth
Texas
$110K -$28.9K -372 -20%
RBC
2598
Roble Belko & Company
Pennsylvania
$110K – – –
CICI
2599
Capital Investment Counsel Inc
North Carolina
$110K – – –
SFS
2600
Sunrise Financial Services
Washington
$110K +$117K +1,506 New
102 103
104
105 106