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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
926
REDW Wealth
New Mexico
$1.86M -$248K -5,136 -13%
WMWM
927
Whitaker-Myers Wealth Managers
Ohio
$1.85M -$547K -11,334 -24%
D
928
Diversified
Delaware
$1.83M +$76.5K +1,584 +5%
CWC
929
Carolinas Wealth Consulting
North Carolina
$1.83M +$17.7K +366 +1%
T
930
TrueFG
Texas
$1.82M +$4.92K +102 +0.3%
BC
931
Bartlett & Co
Ohio
$1.81M -$10.7K -222 -0.6%
BCWM
932
Bartlett & Co Wealth Management
Ohio
$1.81M -$10.7K -222 -0.6%
PA
933
Paragon Advisors
Texas
$1.81M -$105K -2,184 -6%
ATC
934
Argent Trust Co
Tennessee
$1.8M +$119K +2,460 +8%
WFA
935
West Financial Advisors
Iowa
$1.8M +$92.7K +1,920 +6%
CPSC
936
Carl P. Sherr & Co
Massachusetts
$1.8M +$558K +11,556 +50%
RCS
937
Retirement Capital Strategies
California
$1.79M +$1.67M +34,584 New
NCM
938
Novare Capital Management
North Carolina
$1.79M – – –
EIP
939
Easterly Investment Partners
Massachusetts
$1.79M – – –
EAM
940
Evanson Asset Management
California
$1.79M +$97K +2,010 +6%
RIS
941
Retirement Income Solutions
Michigan
$1.79M +$194K +4,026 +13%
OGF
942
Orin Green Financial
California
$1.78M -$119K -2,466 -7%
CSB
943
City State Bank
Iowa
$1.78M +$46.6K +966 +3%
SIG
944
Spinnaker Investment Group
California
$1.78M -$586K -12,144 -26%
RCM
945
Rain Capital Management
Oregon
$1.76M +$137K +2,844 +9%
WCFA
946
Walkner Condon Financial Advisors
Wisconsin
$1.76M +$495K +10,260 +43%
PB
947
Pinnacle Bancorp
Nebraska
$1.75M -$20K -414 -1%
M
948
MOTCO
Texas
$1.75M -$53K -1,098 -3%
DT
949
Diversified Trust
Tennessee
$1.75M +$208K +4,302 +15%
CIAS
950
Capital Investment Advisory Services
North Carolina
$1.74M +$107K +2,220 +7%
36 37
38
39 40