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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1351
Prosperity Consulting Group
Maryland
$663K -$10.4K -216 -2%
AUB
1352
Atlantic Union Bankshares
Virginia
$658K – – –
WDG
1353
Wealth Dimensions Group
Ohio
$657K -$15.1K -312 -2%
NWM
1354
Northwest Wealth Management
Iowa
$656K +$199K +4,122 +48%
CGPCS
1355
Capital Group Private Client Services
California
$655K -$4.63K -96 -0.8%
FFA
1356
Founders Financial Alliance
North Carolina
$655K -$9.27K -192 -1%
DPW
1357
DiNuzzo Private Wealth
Pennsylvania
$653K +$609K +12,612 New
SJL
1358
Shayne & Jacobs LLC
Tennessee
$653K – – –
PSF
1359
Pacific Sun Financial
California
$650K -$50.7K -1,050 -8%
BWAM
1360
Boyd Watterson Asset Management
Ohio
$649K – – –
WMP
1361
Wealth Management Partners
Arizona
$649K +$5.5K +114 +0.9%
MAM
1362
McLean Asset Management
Virginia
$648K – – –
XF
1363
XML Financial
Maryland
$648K +$579 +12 +0.1%
AAS
1364
Annex Advisory Services
Wisconsin
$645K -$27.2K -564 -4%
PWA
1365
Phoenix Wealth Advisors
North Carolina
$640K – – –
CD
1366
Chapin Davis
Maryland
$640K +$151K +3,132 +34%
OWA
1367
One Wealth Advisors
California
$640K – – –
TPWA
1368
TRUE Private Wealth Advisors
Oregon
$638K -$58.2K -1,206 -9%
FAT
1369
First American Trust
California
$638K +$65.7K +1,362 +12%
FTC
1370
Farmers Trust Company
Ohio
$637K -$43.4K -900 -7%
BAM
1371
Berkshire Asset Management
Pennsylvania
$635K – – –
TA
1372
TruWealth Advisors
Louisiana
$633K +$2.9K +60 +0.5%
OP
1373
ORG Partners
Indiana
$632K +$438K +9,078 +291%
WCM
1374
Windsor Capital Management
Arizona
$631K -$1.16K -24 -0.2%
MWA
1375
Meridian Wealth Advisors
Texas
$627K -$97.3K -2,016 -14%
53 54
55
56 57