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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1376
LifePlan Investment Advisors
North Carolina
$397K +$365K +8,412 New
PWW
1377
Pettyjohn Wood & White
Virginia
$396K – – –
CGA
1378
Crescent Grove Advisors
Illinois
$396K – – –
HIC
1379
Holderness Investments Company
North Carolina
$396K -$31.5K -726 -8%
CWS
1380
Cypress Wealth Services
California
$396K -$10.4K -240 -3%
ZIM
1381
Zacks Investment Management
Illinois
$395K -$11.2K -258 -3%
UWPG
1382
Ullmann Wealth Partners Group
Florida
$395K – – –
HFS
1383
Horizon Financial Services
North Carolina
$392K -$32.8K -756 -8%
CGPCS
1384
Capital Group Private Client Services
California
$391K -$5.46K -126 -1%
EBA
1385
Eagle Bay Advisors
New York
$389K – – –
MAWA
1386
Moss Adams Wealth Advisors
Washington
$389K – – –
PCM
1387
Pointe Capital Management
Michigan
$387K – – –
FB
1388
Fulton Bank
Pennsylvania
$386K – – –
CWM
1389
CCG Wealth Management
California
$386K +$520 +12 +0.1%
NWMG
1390
National Wealth Management Group
Ohio
$385K -$7.29K -168 -2%
CPC
1391
Consolidated Planning Corp
Georgia
$385K +$354K +8,166 New
WDL
1392
Well Done LLC
Michigan
$384K – – –
LA
1393
Latitude Advisors
Florida
$383K +$8.85K +204 +3%
HHGA
1394
Halbert Hargrove Global Advisors
California
$381K -$2.34K -54 -0.7%
VFIC
1395
Valley Forge Investment Consultants
Pennsylvania
$380K – – –
FA
1396
Fiduciary Alliance
South Carolina
$379K +$349K +8,046 New
AIMC
1397
Alley Investment Management Company
Illinois
$379K – – –
SCA
1398
St. Clair Advisors
Ohio
$379K – – –
DWP
1399
Daymark Wealth Partners
Ohio
$379K +$348K +8,034 New
WWM
1400
Windsor Wealth Management
Indiana
$377K – – –
54 55
56
57 58