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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1226
Orgel Wealth Management
Wisconsin
$595K -$56.7K -1,308 -9%
HWM
1227
Hemington Wealth Management
Virginia
$593K – – –
SWM
1228
SFG Wealth Management
Maryland
$592K +$52K +1,200 +11%
WFPG
1229
Waller Financial Planning Group
Ohio
$592K -$52.6K -1,212 -9%
BWAM
1230
Boyd Watterson Asset Management
Ohio
$591K – – –
FNT
1231
First National Trust
Pennsylvania
$590K – – –
ANTB
1232
AMG National Trust Bank
Colorado
$589K +$260 +6 +0%
TF
1233
TimeScale Financial
Massachusetts
$589K +$781 +18 +0.1%
XF
1234
XML Financial
Maryland
$587K -$58.5K -1,350 -10%
WDG
1235
Wealth Dimensions Group
Ohio
$586K – – –
OWA
1236
One Wealth Advisors
California
$582K – – –
FCB
1237
First Command Bank
Texas
$581K -$124K -2,850 -19%
FCFS
1238
First Command Financial Services
Texas
$581K -$124K -2,850 -19%
RMDI
1239
R.M. Davis Inc
Maine
$580K +$148K +3,408 +38%
BAM
1240
Berkshire Asset Management
Pennsylvania
$578K – – –
CT
1241
Cambridge Trust
Massachusetts
$576K +$189K +4,368 +56%
WCM
1242
Windsor Capital Management
Arizona
$576K -$781 -18 -0.1%
LSA
1243
L & S Advisors
California
$575K -$162K -3,744 -24%
PWA
1244
Phoenix Wealth Advisors
North Carolina
$572K – – –
MAS
1245
Meeder Advisory Services
Ohio
$572K +$93.9K +2,166 +22%
FFWA
1246
FRG Family Wealth Advisors
Washington
$568K – – –
PSF
1247
Pacific Sun Financial
California
$565K +$590K +13,596 New
NIC
1248
Northwest Investment Counselors
Oregon
$564K +$781 +18 +0.2%
SBIA
1249
Sheaff Brock Investment Advisors
Indiana
$562K +$15.9K +366 +3%
FB
1250
First Bancorp
Maine
$557K -$20.3K -468 -4%
48 49
50
51 52