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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
1201
Keeler Thomas Management
Utah
$629K -$921K -21,228 -61%
PCH
1202
PGIM Custom Harvest
New Jersey
$629K -$129K -2,970 -18%
FIBT
1203
First International Bank & Trust
North Dakota
$628K – – –
MAS
1204
Madden Advisory Services
Florida
$626K +$520 +12 +0.1%
SWP
1205
Summit Wealth Partners
Florida
$623K -$77K -1,776 -12%
FTC
1206
Farmers Trust Company
Ohio
$623K – – –
FWM
1207
Fingerlakes Wealth Management
New York
$622K +$781 +18 +0.1%
WAG
1208
Winthrop Advisory Group
Massachusetts
$620K -$47.1K -1,086 -8%
FCBT
1209
First Citizens Bank & Trust
North Carolina
$615K +$83K +1,914 +17%
WA
1210
WP Advisors
California
$615K -$77.5K -1,788 -12%
CAAM
1211
Cornerstone Advisors Asset Management
Pennsylvania
$614K +$565K +13,020 New
AWM
1212
AAF Wealth Management
Massachusetts
$612K +$91.1K +2,100 +19%
JCM
1213
Jacobi Capital Management
Pennsylvania
$612K +$21.1K +486 +4%
PWAG
1214
Polaris Wealth Advisory Group
California
$611K +$562K +12,948 New
CFG
1215
Cooper Financial Group
California
$610K -$16.1K -372 -3%
VAM
1216
Verity Asset Management
North Carolina
$609K -$2.49M -57,528 -82%
WMP
1217
Wealth Management Partners
Arizona
$609K – – –
MAM
1218
McLean Asset Management
Virginia
$609K +$65K +1,500 +13%
AAS
1219
Annex Advisory Services
Wisconsin
$608K -$15.6K -360 -3%
FFA
1220
Founders Financial Alliance
North Carolina
$605K +$82.7K +1,908 +17%
BBNA
1221
Bremer Bank National Association
Minnesota
$603K – – –
IA
1222
IFG Advisors
Missouri
$603K -$520 -12 -0.1%
IFAM
1223
Institutional & Family Asset Management
Colorado
$602K -$2.86K -66 -0.5%
FNBT
1224
FineMark National Bank & Trust
Florida
$600K +$296K +6,816 +115%
AUB
1225
Atlantic Union Bankshares
Virginia
$599K +$33.8K +780 +7%
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