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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1376
Lederer & Associates Investment Counsel
California
$205K – – –
SCP
1377
Shorepoint Capital Partners
Massachusetts
$205K +$1.69K +42 +0.7%
GCM
1378
Gables Capital Management
Florida
$205K +$3.13K +78 +1%
MCM
1379
McDonough Capital Management
Florida
$205K +$231K +5,736 New
MA
1380
Mezzasalma Advisors
New Jersey
$204K – – –
CWM
1381
Congress Wealth Management
Massachusetts
$203K -$74.8K -1,860 -25%
WCM
1382
WealthBridge Capital Management
Ohio
$203K – – –
LWP
1383
Laurel Wealth Planning
Minnesota
$202K – – –
CWS
1384
Confluence Wealth Services
Pennsylvania
$201K – – –
CB
1385
Community Bank
New York
$200K -$6.99K -174 -3%
AP
1386
Adero Partners
California
$200K – – –
SIM
1387
Sadoff Investment Management
Wisconsin
$200K – – –
MI
1388
Moneywise Inc
Virginia
$200K +$482 +12 +0.2%
BL
1389
Balentine LLC
Georgia
$199K +$482 +12 +0.2%
HWMA
1390
Heritage Wealth Management (Arizona)
Arizona
$194K -$13.7K -342 -6%
CA
1391
Clearstead Advisors
Ohio
$187K +$157K +3,912 +292%
AFG
1392
Albion Financial Group
Utah
$186K -$80.1K -1,992 -28%
CHC
1393
City Holding Co
West Virginia
$183K – – –
SC
1394
Solstein Capital
California
$182K – – –
TC
1395
Truvestments Capital
Florida
$182K +$482 +12 +0.2%
SWM
1396
Sugarloaf Wealth Management
Georgia
$178K -$3.86K -96 -2%
HR
1397
Howe & Rusling
New York
$176K -$9.65K -240 -5%
CYG
1398
Clean Yield Group
Vermont
$172K – – –
OFG
1399
Oxford Financial Group
Indiana
$166K – – –
WB
1400
Webster Bank
Connecticut
$166K – – –
54 55
56
57 58