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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1126
Ascent Wealth Partners
New York
$340K – – –
AMM
1127
American Money Management
California
$340K +$350K +7,032 New
PGA
1128
Portland Global Advisors
Maine
$339K – – –
HFA
1129
High Falls Advisors
New York
$338K -$29.9K -600 -8%
WKWM
1130
Walter & Keenan Wealth Management
Indiana
$338K +$348K +6,984 New
LWM
1131
Lyell Wealth Management
California
$337K – – –
JC
1132
JB Capital
Connecticut
$337K +$347K +6,972 New
KFI
1133
Key Financial Inc
Pennsylvania
$335K – – –
SIC
1134
Sigma Investment Counselors
Michigan
$335K – – –
PWM
1135
PBMares Wealth Management
Virginia
$334K +$4.48K +90 +1%
SIC
1136
Shoker Investment Counsel
Ohio
$333K – – –
TI
1137
tru Independence
Oregon
$333K +$343K +6,888 New
DE
1138
Day & Ennis
Georgia
$332K +$299 +6 +0.1%
FNB
1139
Farmers National Bank
Kentucky
$331K +$390K +7,836 New
FMW
1140
Farr Miller & Washington
District of Columbia
$328K -$3.28K -66 -1%
HIP
1141
HUB Investment Partners
Texas
$327K +$94.1K +1,890 +39%
IIC
1142
Ironwood Investment Counsel
Arizona
$325K +$84.5K +1,698 +34%
TWM
1143
TriaGen Wealth Management
California
$324K – – –
BBA
1144
Braun-Bostich & Associates
Pennsylvania
$323K – – –
LWMT
1145
Legacy Wealth Management (Tennessee)
Tennessee
$323K +$1.19K +24 +0.4%
KCM
1146
Kanawha Capital Management
Virginia
$319K +$72K +1,446 +28%
IWS
1147
Insight Wealth Strategies
California
$318K – – –
LC
1148
Landaas & Company
Wisconsin
$317K – – –
FFG
1149
Frisch Financial Group
New York
$317K +$299 +6 +0.1%
IC
1150
Inscription Capital
Texas
$315K -$53.2M -1,069,554 -99%
44 45
46
47 48