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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1101
Weitzel Financial Services
Iowa
$284K +$253K +6,348 New
HNW
1102
High Note Wealth
Minnesota
$284K +$269K +6,732 New
APW
1103
Austin Private Wealth
Texas
$282K – – –
BBA
1104
Braun-Bostich & Associates
Pennsylvania
$282K – – –
FAM
1105
Formidable Asset Management
Ohio
$281K -$164K -4,116 -38%
MC
1106
Moors & Cabot
Massachusetts
$280K -$24.9K -624 -9%
FCA
1107
FinTrust Capital Advisors
South Carolina
$280K +$19.9K +498 +8%
EBSAM
1108
Eubel Brady & Suttman Asset Management
Ohio
$280K +$35.4K +888 +15%
IWS
1109
Insight Wealth Strategies
California
$278K – – –
LC
1110
Landaas & Company
Wisconsin
$277K – – –
JWBC
1111
John W. Brooker & Co
California
$275K -$104K -2,604 -29%
FNT
1112
First Nebraska Trust
Nebraska
$275K – – –
TCM
1113
Telos Capital Management
California
$273K -$43.3K -1,086 -14%
RWA
1114
River Wealth Advisors
Pennsylvania
$273K +$258K +6,468 New
BTW
1115
Boston Trust Walden
Massachusetts
$272K – – –
OPWM
1116
Oxinas Partners Wealth Management
Indiana
$272K +$257K +6,450 New
SW
1117
SteelPeak Wealth
California
$272K +$257K +6,450 New
VCM
1118
Vivaldi Capital Management
Illinois
$270K – – –
CWM
1119
Calamos Wealth Management
Illinois
$268K – – –
SWMG
1120
Strategic Wealth Management Group
Maryland
$267K +$239 +6 +0.1%
HIP
1121
Harrell Investment Partners
Texas
$267K +$252K +6,312 New
RF
1122
Rollins Financial
Georgia
$267K +$252K +6,312 New
SIC
1123
Shoker Investment Counsel
Ohio
$266K +$6.47K +162 +3%
CL
1124
CIM LLC
New York
$265K – – –
BCA
1125
Bay Colony Advisors
Massachusetts
$264K -$28.5K -714 -10%
43 44
45
46 47