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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1001
Kaizen Financial Strategies
California
$394K +$373K +9,336 New
FIM
1002
FWL Investment Management
Texas
$393K +$371K +9,300 New
BFG
1003
Bouchey Financial Group
New York
$392K – – –
VWM
1004
Valley Wealth Managers
New Jersey
$392K – – –
PHS
1005
Pekin Hardy Strauss
Illinois
$390K -$7.66K -192 -2%
DE
1006
Day & Ennis
Georgia
$388K +$718 +18 +0.2%
TWA
1007
TCI Wealth Advisors
Arizona
$387K +$239 +6 +0.1%
SFS
1008
Strategic Financial Services
New York
$387K +$2.63K +66 +0.7%
CMA
1009
Cedar Mountain Advisors
Oregon
$384K +$8.86K +222 +3%
AC
1010
Alley Company
Illinois
$383K -$40K -1,002 -10%
VCM
1011
Vision Capital Management
Oregon
$383K – – –
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$383K +$137K +3,420 +61%
FBFS
1013
First Business Financial Services
Wisconsin
$381K – – –
AFS
1014
Access Financial Services
Minnesota
$380K – – –
22CM
1015
20/20 Capital Management
California
$380K +$239 +6 +0.1%
SAS
1016
Stelac Advisory Services
New York
$380K +$359K +9,000 New
FFA
1017
Founders Financial Alliance
North Carolina
$374K – – –
DBRC
1018
D.B. Root & Company
Pennsylvania
$372K -$890K -22,302 -72%
MWC
1019
MKD Wealth Coaches
Michigan
$371K – – –
RP
1020
Rowlandmiller & Partners
Georgia
$371K +$958 +24 +0.3%
BOTW
1021
Bank of the West
California
$369K – – –
HA
1022
Harborview Advisors
Maine
$367K -$8.86K -222 -2%
TNA
1023
True North Advisors
Texas
$366K – – –
AIM
1024
Anchor Investment Management
South Carolina
$365K +$10.3K +258 +3%
CWA
1025
Clarity Wealth Advisors
California
$362K -$157K -3,924 -31%
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