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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
826
West Bancorporation
Iowa
$4.2M +$686K +10,206 +20%
EA
827
Eclectic Associates
California
$4.19M +$854K +12,708 +26%
MA
828
Montag & Associates
Georgia
$4.17M -$119K -1,776 -3%
RAM
829
Riggs Asset Management
Pennsylvania
$4.17M +$52.4K +780 +1%
GCA
830
Gradient Capital Advisors
California
$4.17M -$98.8K -1,470 -2%
VW
831
Veridan Wealth
Oregon
$4.16M +$4.05M +60,228 New
ZF
832
Zhang Financial
Michigan
$4.16M +$9.67K +144 +0.2%
SWM
833
Stark Wealth Management
Pennsylvania
$4.14M +$4.07M +60,552 New
FC
834
Forte Capital
New York
$4.13M -$120K -1,788 -3%
HWA
835
Hillcrest Wealth Advisors
New Jersey
$4.12M -$101K -1,500 -2%
DWP
836
Daymark Wealth Partners
Ohio
$4.12M -$136K -2,022 -3%
CWL
837
Causey Wealth LLC
Colorado
$4.11M +$4.04M +60,078 New
WAS
838
WESPAC Advisors SoCal
California
$4.1M -$1.28M -19,068 -24%
FVIM
839
Fort Vancouver Investment Management
Washington
$4.08M – – –
WIM
840
Warwick Investment Management
Texas
$4.07M +$2.01M +29,886 +101%
HFRG
841
Houlihan Financial Resource Group
Virginia
$4.06M -$103K -1,536 -3%
RFP
842
Root Financial Partners
California
$4.01M +$2.11M +31,410 +115%
COCM
843
Charter Oak Capital Management
New Hampshire
$4M +$98.8K +1,470 +3%
PRP
844
Peak Retirement Planning
Ohio
$3.99M +$3.91M +58,152 New
SFO
845
Stokes Family Office
Louisiana
$3.98M -$957K -14,250 -20%
HPFG
846
Hart & Patterson Financial Group
Massachusetts
$3.98M -$144K -2,148 -4%
BFS
847
BridgePort Financial Solutions
Iowa
$3.98M +$4.02M +59,898 New
IIC
848
Integrated Investment Consultants
Michigan
$3.98M +$3.91M +58,146 New
PCA
849
Pallas Capital Advisors
Massachusetts
$3.97M +$30.6K +456 +0.8%
TCA
850
Transcend Capital Advisors
New Jersey
$3.96M +$1.21K +18 +0%
32 33
34
35 36