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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1301
Van Hulzen Asset Management
California
$207K +$213K +4,278 New
TIAM2
1302
Tru Independence Asset Management 2
Oregon
$206K +$2.99K +60 +1%
SCA
1303
Stonebridge Capital Advisors
Minnesota
$206K +$11K +222 +5%
GTAM
1304
Global Trust Asset Management
Florida
$205K – – –
SIAG
1305
Safeguard Investment Advisory Group
California
$205K +$299 +6 +0.1%
BO
1306
BRR OpCo
Ohio
$204K – – –
SKK
1307
Shepherd Kaplan Krochuk
Massachusetts
$204K – – –
RWMH
1308
Riverpoint Wealth Management Holdings
Illinois
$203K -$7.86M -157,962 -97%
CST
1309
Charles Schwab Trust
Nevada
$203K -$381K -7,656 -65%
LCM
1310
LVM Capital Management
Michigan
$203K – – –
LFA
1311
Legacy Financial Advisors
Kentucky
$203K +$209K +4,194 New
CG
1312
Cutler Group
California
$203K +$209K +4,200 New
RC
1313
Rinet Company
Massachusetts
$203K +$209K +4,200 New
GWS
1314
Glassman Wealth Services
Virginia
$202K – – –
ODFS
1315
O'Donnell Financial Services
California
$202K +$208K +4,170 New
SWIG
1316
Strategic Wealth Investment Group
Kentucky
$202K +$209K +4,194 New
IWA
1317
IBEX Wealth Advisors
New Jersey
$193K +$198K +3,984 New
CDIA
1318
Capital Directions Investment Advisors
Georgia
$192K -$1.05M -21,066 -84%
LC
1319
Lindbrook Capital
California
$191K -$120K -2,418 -38%
TIM
1320
Tortoise Investment Management
New York
$191K – – –
LFG
1321
Larson Financial Group
Missouri
$184K +$54.3K +1,092 +40%
CB
1322
Community Bank
New York
$177K +$11.9K +240 +7%
WB
1323
Webster Bank
Connecticut
$175K -$14.9K -300 -8%
BIA
1324
Bell Investment Advisors
California
$173K +$178K +3,576 New
DOA
1325
D'Orazio & Associates
Virginia
$166K +$41.5K +834 +32%
51 52
53
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