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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIA
1351
St. James Investment Advisors
New York
$227K +$140K +3,474 +120%
B
1352
Bailard
California
$226K – – –
DAC
1353
Dividend Assets Capital
South Carolina
$226K – – –
RRWA
1354
Rainey & Randall Wealth Advisors
Florida
$225K – – –
WOC
1355
West Oak Capital
California
$224K -$39.8K -990 -14%
IFS
1356
Ifrah Financial Services
Arkansas
$224K +$241 +6 +0.1%
OAM
1357
Occidental Asset Management
California
$224K +$1.21K +30 +0.5%
WTFG
1358
Wells Trecaso Financial Group
Ohio
$224K +$253K +6,282 New
SIC
1359
Shoker Investment Counsel
Ohio
$223K – – –
DE
1360
Day & Ennis
Georgia
$222K +$241 +6 +0.1%
CDIA
1361
Capital Directions Investment Advisors
Georgia
$221K -$278K -6,924 Closed
DFA
1362
DHJJ Financial Advisors
Illinois
$221K +$215K +5,352 New
MAM
1363
McLean Asset Management
Virginia
$220K – – –
CCFCSB
1364
Cape Cod Five Cents Savings Bank
Massachusetts
$219K – – –
UCB
1365
United Community Bank
South Carolina
$219K – – –
AWA
1366
Amplius Wealth Advisors
Pennsylvania
$216K +$244K +6,060 New
SAM
1367
Strategy Asset Managers
California
$216K +$244K +6,066 New
PKC
1368
Palmer Knight Company
Florida
$215K +$242K +6,024 New
ZIM
1369
Zacks Investment Management
Illinois
$215K +$243K +6,042 New
FP
1370
Financial Perspectives
Minnesota
$214K +$724 +18 +0.3%
ZIG
1371
Zullo Investment Group
Pennsylvania
$211K – – –
LA
1372
LexAurum Advisors
Kansas
$211K +$238K +5,916 New
MA
1373
Maxele Advisors
Missouri
$211K +$238K +5,910 New
SCA
1374
Stonebridge Capital Advisors
Minnesota
$210K +$2.17K +54 +0.9%
OFS
1375
OneAscent Financial Services
Alabama
$209K -$5.07K -126 -2%
53 54
55
56 57