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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IMA
1276
Investment Management Associates
Colorado
$216K +$205K +4,512 New
RRWA
1277
Rainey & Randall Wealth Advisors
Florida
$215K +$204K +4,494 New
KW
1278
KWB Wealth
California
$212K – – –
CSIC
1279
Clifford Swan Investment Counsel
California
$211K -$43.3K -954 -18%
SCG
1280
Sonata Capital Group
Washington
$211K -$14.7K -324 -7%
CCM
1281
Crew Capital Management
Ohio
$211K +$201K +4,416 New
TAM
1282
Tocqueville Asset Management
New York
$211K +$201K +4,416 New
ERIM
1283
Eagle Ridge Investment Management
Connecticut
$211K +$201K +4,422 New
CFA
1284
Capstone Financial Advisors
Illinois
$209K +$199K +4,374 New
PFS
1285
Physicians Financial Services
North Carolina
$209K +$199K +4,374 New
WAG
1286
Winthrop Advisory Group
Massachusetts
$208K +$197K +4,344 New
MCM
1287
Mitchell Capital Management
Kansas
$208K +$198K +4,350 New
WPA
1288
West Paces Advisors
Georgia
$208K – – –
FWI
1289
Facet Wealth Inc
Maryland
$206K +$196K +4,308 New
TC
1290
TownSquare Capital
Utah
$205K +$191K +4,200 New
CT
1291
Cambridge Trust
Massachusetts
$205K +$195K +4,296 New
SIAG
1292
Safeguard Investment Advisory Group
California
$203K +$193K +4,248 New
GTAM
1293
Global Trust Asset Management
Florida
$202K – – –
SKK
1294
Shepherd Kaplan Krochuk
Massachusetts
$202K +$192K +4,218 New
TIAM2
1295
Tru Independence Asset Management 2
Oregon
$201K -$26.7K -588 -12%
AC
1296
Arjuna Capital
North Carolina
$201K +$191K +4,206 New
BO
1297
BRR OpCo
Ohio
$201K +$191K +4,206 New
LCM
1298
LVM Capital Management
Michigan
$201K +$191K +4,206 New
GWS
1299
Glassman Wealth Services
Virginia
$200K -$545 -12 -0.3%
KOMWMG
1300
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K +$190K +4,182 New
50 51
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53 54