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Vanguard Morningstar Growth ETF
VUG

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