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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
1226
Agate Pass Investment Management
Washington
$319K +$359K +8,940 New
CCM
1227
Carlson Capital Management
Minnesota
$318K -$8.2K -204 -2%
TFGT
1228
TS Financial Group (TSFG)
Illinois
$318K – – –
TCOV
1229
Trust Company of Vermont
Vermont
$316K +$103K +2,568 +41%
CF
1230
Clarity Financial
Texas
$315K – – –
WA
1231
WBH Advisory
Maryland
$314K – – –
HPC
1232
Hobart Private Capital
North Carolina
$314K -$241 -6 -0.1%
BOTW
1233
Bank of the West
California
$313K +$18.1K +450 +5%
MP
1234
McDonald Partners
Ohio
$312K -$533K -13,272 -60%
MLFP
1235
MPS Loria Financial Planners
Illinois
$312K -$9.89K -246 -3%
BOS
1236
Bank of Stockton
California
$310K – – –
CWM
1237
Curi Wealth Management
North Carolina
$309K +$168K +4,170 +93%
AWM
1238
Abound Wealth Management
Tennessee
$307K -$7.96K -198 -2%
AIM
1239
Anchor Investment Management
South Carolina
$307K +$7.48K +186 +2%
CPC
1240
Consolidated Planning Corp
Georgia
$306K -$90.2K -2,244 -21%
RWA
1241
Rainsberger Wealth Advisors
Colorado
$306K +$724 +18 +0.2%
AWM
1242
Atticus Wealth Management
Florida
$305K – – –
EWA
1243
Evolution Wealth Advisors
Florida
$305K – – –
PWW
1244
Pettyjohn Wood & White
Virginia
$305K – – –
LFG
1245
Larson Financial Group
Missouri
$305K +$241 +6 +0.1%
PCG
1246
Prosperity Consulting Group
Maryland
$304K +$6.27K +156 +2%
CWS
1247
Cypress Wealth Services
California
$302K +$241 +6 +0.1%
EBT
1248
Enterprise Bank & Trust
Massachusetts
$301K – – –
IC
1249
Iconiq Capital
California
$301K +$5.79K +144 +2%
UWPG
1250
Ullmann Wealth Partners Group
Florida
$299K – – –
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