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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
851
City State Bank
Iowa
$1.12M +$221 +6 +0%
BFS
852
Bard Financial Services
Connecticut
$1.12M +$210K +5,700 +22%
RF
853
Rollins Financial
Georgia
$1.12M +$724K +19,692 +165%
RIS
854
Retirement Income Solutions
Michigan
$1.12M -$22.1K -600 -2%
WE
855
Wealth Effects
Massachusetts
$1.11M +$1.15M +31,230 New
WW
856
Waterfront Wealth
Kansas
$1.11M -$132K -3,582 -11%
RPC
857
Rossmore Private Capital
Connecticut
$1.11M – – –
WA
858
Wealthstream Advisors
New York
$1.1M +$149K +4,050 +15%
AWAU
859
Alliance Wealth Advisors (Utah)
Utah
$1.08M +$1.12M +30,456 New
TFS
860
Thoroughbred Financial Services
Tennessee
$1.08M +$192K +5,232 +21%
MAM
861
Marquette Asset Management
Minnesota
$1.08M -$2.21K -60 -0.2%
MCCP
862
Mission Creek Capital Partners
California
$1.07M +$1.11M +30,234 New
AT
863
American Trust
Kentucky
$1.07M +$282K +7,656 +34%
MPM
864
Meritage Portfolio Management
Kansas
$1.06M -$283K -7,692 -21%
ATC
865
Argent Trust Co
Tennessee
$1.05M -$33.1K -900 -3%
GIA
866
GHP Investment Advisors
Colorado
$1.05M +$82.3K +2,238 +8%
RWM
867
Rockwood Wealth Management
Pennsylvania
$1.04M +$883 +24 +0.1%
HCA
868
Harbour Capital Advisors
Virginia
$1.04M – – –
MCM
869
MV Capital Management
Maryland
$1.04M – – –
CIA
870
Choate Investment Advisors
Massachusetts
$1.03M -$70.9K -1,926 -6%
DIP
871
DT Investment Partners
Pennsylvania
$1.03M – – –
PC
872
Pecaut & Co
Iowa
$1.03M +$102K +2,766 +11%
ULWM
873
Upper Left Wealth Management
Florida
$1.02M +$1.05M +28,656 New
IFPL
874
Investments & Financial Planning LLC
Kentucky
$1.01M +$1.05M +28,548 New
PCMC
875
Private Capital Management (Colorado)
Colorado
$1.01M -$97.3K -2,646 -8%
33 34
35
36 37