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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1126
John W. Brooker & Co
California
$279K +$257 +6 +0.1%
FNT
1127
First Nebraska Trust
Nebraska
$279K – – –
CFG
1128
Cooper Financial Group
California
$277K -$686K -16,032 -71%
BTW
1129
Boston Trust Walden
Massachusetts
$276K – – –
OPWM
1130
Oxinas Partners Wealth Management
Indiana
$276K – – –
CA
1131
Continuum Advisory
Idaho
$275K -$63.7K -1,488 -20%
LPT
1132
Legacy Private Trust
Wisconsin
$275K -$25.7K -600 -9%
CWM
1133
Calamos Wealth Management
Illinois
$272K – – –
WFS
1134
Weitzel Financial Services
Iowa
$272K – – –
SMA
1135
Sage Mountain Advisors
Georgia
$272K +$92.2K +2,154 +51%
VCM
1136
Vivaldi Capital Management
Illinois
$271K -$11.6K -270 -4%
SWMG
1137
Strategic Wealth Management Group
Maryland
$271K +$257 +6 +0.1%
HIP
1138
Harrell Investment Partners
Texas
$270K – – –
IWA
1139
Intercontinental Wealth Advisors
Texas
$270K +$25.7K +600 +11%
LHC
1140
Little House Capital
Massachusetts
$270K +$270K +6,312 New
HNW
1141
High Note Wealth
Minnesota
$269K -$19K -444 -7%
EWM
1142
Echo Wealth Management
Minnesota
$268K -$34.4K -804 -11%
ACM
1143
Alamar Capital Management
California
$266K +$32.3K +756 +14%
RWA
1144
Ropes Wealth Advisors
Massachusetts
$265K -$244K -5,712 -49%
CL
1145
CIM LLC
New York
$265K – – –
PP
1146
PDS Planning
Ohio
$264K +$264K +6,162 New
PP
1147
Palladium Partners
Virginia
$263K – – –
AWA
1148
Acorn Wealth Advisors
Michigan
$262K +$257 +6 +0.1%
FMW
1149
Farr Miller & Washington
District of Columbia
$260K -$4.88K -114 -2%
CYG
1150
Clean Yield Group
Vermont
$258K -$51.3K -1,200 -17%
44 45
46
47 48