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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
2651
Abner Herrman & Brock
New Jersey
$214K +$209K +2,484 New
OFG
2652
Omega Financial Group
California
$214K +$209K +2,482 New
KCM
2653
Key Capital Management
Tennessee
$213K +$2.52K +30 +1%
TC
2654
Town Capital
Maryland
$213K +$208K +2,472 New
MAG
2655
Mokosak Advisory Group
Iowa
$212K +$207K +2,458 New
GWM
2656
GSB Wealth Management
Connecticut
$212K -$57.2K -680 -22%
EWM
2657
EPG Wealth Management
Georgia
$212K -$23K -273 -10%
WH
2658
Whitcomb & Hess
Ohio
$211K +$206K +2,453 New
APW
2659
Allied Private Wealth
Florida
$211K +$206K +2,454 New
EWA
2660
Elevate Wealth Advisory
Georgia
$211K – – –
LSL
2661
Legacy Solutions LLC
Pennsylvania
$210K +$205K +2,440 New
FWM
2662
ForthRight Wealth Management
Georgia
$210K +$205K +2,438 New
BFG
2663
Baron Financial Group
New Jersey
$210K +$205K +2,436 New
CA
2664
Crumly & Associates
Illinois
$210K +$205K +2,436 New
CC
2665
Cypress Capital
Tennessee
$210K +$205K +2,436 New
FIC
2666
Family Investment Center
Missouri
$210K +$205K +2,433 New
FI
2667
FIDELIS iM
Oregon
$209K +$204K +2,430 New
IIM
2668
IFC & Insurance Marketing
California
$209K +$204K +2,430 New
JMBA
2669
J. M. Brown & Associates
Oklahoma
$209K +$204K +2,430 New
TFS
2670
Targeted Financial Services
Florida
$209K +$204K +2,424 New
AC
2671
Annandale Capital
Texas
$208K -$58.9K -700 -22%
HIMC
2672
Heritage Investors Management Corp
Maryland
$208K +$203K +2,412 New
OWM
2673
Orca Wealth Management
Florida
$208K +$203K +2,414 New
BFW
2674
Brady Family Wealth
Missouri
$208K +$203K +2,413 New
EM
2675
Excalibur Management
Massachusetts
$208K +$203K +2,412 New
105 106
107
108 109