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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1151
Beese Fulmer Investment Management
Ohio
$543K -$21.3K -408 -4%
TSWM
1152
Tyler-Stone Wealth Management
Ohio
$543K +$529K +10,152 New
TH
1153
TCTC Holdings
Texas
$542K +$528K +10,140 New
WA
1154
Wealthstar Advisors
Texas
$539K – – –
EA
1155
Ellsworth Advisors
Ohio
$538K – – –
PFM
1156
Parsec Financial Management
North Carolina
$538K – – –
AMCA
1157
Arthur M. Cohen & Associates
Illinois
$535K -$19.1K -366 -4%
BCP
1158
Berkeley Capital Partners
Georgia
$534K -$39.1K -750 -7%
SJIA
1159
St. James Investment Advisors
New York
$528K +$514K +9,870 New
AWM
1160
AAF Wealth Management
Massachusetts
$528K -$4.06K -78 -0.8%
TP
1161
Tranquility Partners
Tennessee
$526K – – –
WI
1162
Wintrust Investments
Illinois
$525K – – –
EP
1163
Edgestream Partners
New Jersey
$523K +$510K +9,786 New
IBOK
1164
Independence Bank of Kentucky
Kentucky
$519K – – –
AA
1165
AF Advisors
California
$516K +$49.4K +948 +11%
AWA
1166
Amplius Wealth Advisors
Pennsylvania
$516K +$503K +9,654 New
FCM
1167
Fourpath Capital Management
Oklahoma
$515K +$502K +9,636 New
AFG
1168
Albion Financial Group
Utah
$513K -$462K -8,868 -48%
RCM
1169
RNC Capital Management
California
$513K – – –
MAM
1170
Meeder Asset Management
Ohio
$513K +$42.2K +810 +9%
GCMG
1171
Gyroscope Capital Management Group
Florida
$512K – – –
VCM
1172
Vision Capital Management
Oregon
$511K – – –
GWAG
1173
Garrett Wealth Advisory Group
Texas
$508K -$8.13K -156 -2%
JWA
1174
JFS Wealth Advisors
Pennsylvania
$508K +$495K +9,498 New
GT
1175
Glenview Trust
Kentucky
$507K -$16.3K -312 -3%
45 46
47
48 49