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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1201
Opes Wealth Management
California
$262K – – –
GI
1202
Gradient Investments
Minnesota
$260K -$78.2K -1,722 -24%
ST
1203
Spinnaker Trust
Maine
$260K -$4.09K -90 -2%
AP
1204
Adero Partners
California
$259K – – –
DAC
1205
Dividend Assets Capital
South Carolina
$259K +$817 +18 +0.3%
MAM
1206
Meeder Asset Management
Ohio
$259K +$36K +792 +17%
BAM
1207
Baldrige Asset Management
Pennsylvania
$259K +$246K +5,412 New
MCA
1208
Magnolia Capital Advisors
Mississippi
$259K +$246K +5,418 New
QC
1209
QCM Cayman
Texas
$259K +$246K +5,424 New
LNB
1210
Ledyard National Bank
$258K – – –
CRWM
1211
Castle Rock Wealth Management
California
$255K -$1.43M -31,500 -86%
GSWM
1212
Golden State Wealth Management
California
$255K +$242K +5,340 New
JEST
1213
JTC Employer Solutions Trustee
Jersey
$255K +$243K +5,346 New
BCA
1214
Bay Colony Advisors
Massachusetts
$254K – – –
IMOV
1215
Investment Management of Virginia
Virginia
$254K – – –
WCG
1216
Weaver Consulting Group
California
$253K – – –
IF
1217
IRON Financial
Illinois
$252K -$548K -12,078 -70%
DFA
1218
DHJJ Financial Advisors
Illinois
$252K – – –
EA
1219
Elm Advisors
California
$252K – – –
TFGT
1220
TS Financial Group (TSFG)
Illinois
$249K +$30.2K +666 +15%
CAM
1221
Congress Asset Management
Massachusetts
$248K +$236K +5,190 New
RWA
1222
RGT Wealth Advisors
Texas
$246K -$102K -2,250 -30%
FPCP
1223
Fort Point Capital Partners
California
$246K – – –
KCM
1224
Kanawha Capital Management
Virginia
$246K – – –
NEPWA
1225
New England Private Wealth Advisors
Massachusetts
$246K – – –
47 48
49
50 51