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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1226
Congress Asset Management
Massachusetts
$251K – – –
FDS
1227
Freedom Day Solutions
Texas
$250K -$285K -5,718 -53%
NAM
1228
NorthCoast Asset Management
Connecticut
$250K +$29.9K +600 +13%
OAM
1229
Occidental Asset Management
California
$250K +$257K +5,172 New
FPCP
1230
Fort Point Capital Partners
California
$249K – – –
NEPWA
1231
New England Private Wealth Advisors
Massachusetts
$248K – – –
CHC
1232
City Holding Co
West Virginia
$248K +$224K +4,500 +714%
EA
1233
Elm Advisors
California
$247K -$8.96K -180 -3%
RA
1234
Riversedge Advisors
Delaware
$247K – – –
SC
1235
Solstein Capital
California
$246K – – –
LWA
1236
Lineweaver Wealth Advisors
Ohio
$246K +$299 +6 +0.1%
SYBT
1237
Stock Yards Bank & Trust
Kentucky
$245K – – –
SCP
1238
Shorepoint Capital Partners
Massachusetts
$244K +$251K +5,052 New
CL
1239
CIM LLC
New York
$243K -$72.6K -1,458 -24%
SFG
1240
Sowa Financial Group
Rhode Island
$243K – – –
FWI
1241
Facet Wealth Inc
Maryland
$243K +$35.8K +720 +17%
CFSG
1242
Community Financial Services Group
Vermont
$242K +$249K +5,004 New
HNW
1243
High Note Wealth
Minnesota
$240K – – –
SC
1244
Schiavi & Co
Delaware
$240K +$299 +6 +0.1%
BIM
1245
Baldwin Investment Management
Pennsylvania
$238K – – –
IF
1246
Ironwood Financial
Arizona
$238K +$87.2K +1,752 +55%
VDBMI
1247
Van Den Berg Management I
Texas
$237K +$2.99K +60 +1%
APWM
1248
Atlas Private Wealth Management
New York
$236K – – –
TWM
1249
TMD Wealth Management
Arizona
$236K +$243K +4,890 New
AIM
1250
ARK Investment Management
Florida
$235K +$242K +4,854 New
48 49
50
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