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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
801
IEQ Capital
California
$359K +$342K +11,832 New
BW
802
Bison Wealth
Georgia
$356K -$154K -5,340 -31%
DI
803
Disciplined Investments
Oklahoma
$355K +$338K +11,700 New
EP
804
Eudaimonia Partners
Tennessee
$353K +$335K +11,610 New
MGWM
805
Marks Group Wealth Management
Minnesota
$351K +$334K +11,574 New
RFN
806
RDA Financial Network
Iowa
$350K +$29.5K +1,020 +10%
OBWP
807
O'Brien Wealth Partners
Massachusetts
$350K +$328K +11,352 New
KWMG
808
King Wealth Management Group
Florida
$348K +$173 +6 +0.1%
ZF
809
Zhang Financial
Michigan
$347K – – –
IP
810
Intellectus Partners
California
$347K +$330K +11,424 New
AC
811
Alexandria Capital
Virginia
$346K -$17.2K -594 -5%
RFA
812
Reilly Financial Advisors
California
$346K +$19.2K +666 +6%
IAN
813
Integrated Advisors Network
Texas
$346K +$329K +11,406 New
B
814
Brightworth
Georgia
$344K – – –
CC
815
Courier Capital
New York
$344K – – –
GDP
816
Great Diamond Partners
Maine
$344K +$327K +11,340 New
FNT
817
First National Trust
Pennsylvania
$342K – – –
9WM
818
9258 Wealth Management
Ohio
$342K +$326K +11,274 New
IF
819
Ironwood Financial
Arizona
$341K -$3.46K -120 -1%
HPC
820
HM Payson & Co
Maine
$338K +$68.3K +2,364 +27%
AWE
821
Avidian Wealth Enterprises
Texas
$337K – – –
TI
822
tru Independence
Oregon
$337K +$373K +12,912 New
PCIA
823
Prime Capital Investment Advisors
Kansas
$336K +$115K +3,966 +56%
FFWA
824
FRG Family Wealth Advisors
Washington
$335K – – –
EA
825
Elm Advisors
California
$334K – – –
31 32
33
34 35