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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2626
Independent Solutions Wealth Management
New York
– -$826K -11,304 Closed
SSC
2627
Syverson Strege & Co
Iowa
– -$780K -10,668 Closed
SXL
2628
Summit X LLC
Missouri
– -$665K -9,096 Closed
HA
2629
Helium Advisors
Washington
– -$628K -8,598 Closed
MPW
2630
MASECO Private Wealth
– -$598K -8,190 Closed
GWM
2631
Gibbs Wealth Management
Georgia
– -$518K -7,092 Closed
LMKC
2632
L.M. Kohn & Company
Ohio
– -$494K -6,768 Closed
NCM
2633
Northwest Capital Management
Oregon
– -$486K -6,648 Closed
IWS
2634
Insight Wealth Strategies
California
– -$476K -6,582 Closed
FFA
2635
Fi3 Financial Advisors
Indiana
– -$478K -6,540 Closed
SWP
2636
Significant Wealth Partners
Illinois
– -$389K -5,322 Closed
MW
2637
Marks Wealth
Maryland
– -$380K -5,202 Closed
TC
2638
Truvestments Capital
Florida
– -$378K -5,172 Closed
FA
2639
FSA Advisors
Michigan
– -$352K -4,818 Closed
NMCM
2640
Nicholson Meyer Capital Management
Missouri
– -$327K -4,476 Closed
LGWM
2641
Litman Gregory Wealth Management
California
– -$307K -4,200 Closed
DFP
2642
Defined Financial Planning
California
– -$305K -4,122 Closed
MA
2643
Maxele Advisors
Missouri
– -$285K -3,900 Closed
VIA
2644
Victrix Investment Advisors
Florida
– -$268K -3,666 Closed
TNA
2645
True North Advisors
Texas
– -$238K -3,264 Closed
KNW
2646
Kesler Norman & Wride
Utah
– -$238K -3,252 Closed
AWM
2647
Alterna Wealth Management
Texas
– -$235K -3,222 Closed
CPCM
2648
Cardinal Point Capital Management
Ontario, Canada
– -$235K -3,210 Closed
AWM
2649
Able Wealth Management
New Jersey
– -$223K -3,054 Closed
OFA
2650
Oak Family Advisors
Illinois
– -$210K -2,880 Closed
103 104 105
106
107