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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
Shoker Investment Counsel
Ohio
$323K – – –
PWA
1302
Pillar Wealth Advisors
Pennsylvania
$322K – – –
VCM
1303
Viewpoint Capital Management
Washington
$322K – – –
1WA
1304
180 Wealth Advisors
Washington
$321K -$1.7K -36 -0.5%
TWM
1305
TriaGen Wealth Management
California
$321K – – –
LFA
1306
Legacy Financial Advisors
Kentucky
$321K +$317K +6,702 New
BBA
1307
Braun-Bostich & Associates
Pennsylvania
$320K +$316K +6,684 New
NWMG
1308
National Wealth Management Group
Ohio
$319K -$15.9K -336 -5%
AIA
1309
Avalon Investment & Advisory
Texas
$318K +$314K +6,642 New
TC
1310
TownSquare Capital
Utah
$317K -$183K -3,876 -37%
KCM
1311
Kanawha Capital Management
Virginia
$316K – – –
CWS
1312
Confluence Wealth Services
Pennsylvania
$316K +$68.7K +1,452 +28%
IWS
1313
Insight Wealth Strategies
California
$315K – – –
FNT
1314
First Nebraska Trust
Nebraska
$312K – – –
BHWM
1315
Beaird Harris Wealth Management
Texas
$311K -$1.03M -21,858 -77%
TCOV
1316
Trust Company of Vermont
Vermont
$309K – – –
SMH
1317
Sanders Morris Harris
Texas
$307K – – –
MA
1318
MKT Advisors
California
$307K +$74.6K +1,578 +25%
IFS
1319
Ifrah Financial Services
Arkansas
$306K +$851 +18 +0.3%
RC
1320
Roundview Capital
New Jersey
$305K -$851 -18 -0.3%
ACM
1321
Alamar Capital Management
California
$305K +$7.09K +150 +2%
PWP
1322
Personal Wealth Partners
Minnesota
$304K +$300K +6,342 New
VDBMI
1323
Van Den Berg Management I
Texas
$303K -$1.99K -42 -0.7%
B
1324
Bailard
California
$303K – – –
RRWA
1325
Rainey & Randall Wealth Advisors
Florida
$302K – – –
51 52
53
54 55