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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1376
Curi Wealth Management
North Carolina
$398K -$12K -276 -3%
VCM
1377
Viewpoint Capital Management
Washington
$397K -$303K -6,990 -45%
LIA
1378
LifePlan Investment Advisors
North Carolina
$397K +$365K +8,412 New
PWW
1379
Pettyjohn Wood & White
Virginia
$396K – – –
CGA
1380
Crescent Grove Advisors
Illinois
$396K – – –
HIC
1381
Holderness Investments Company
North Carolina
$396K -$31.5K -726 -8%
CWS
1382
Cypress Wealth Services
California
$396K -$10.4K -240 -3%
ZIM
1383
Zacks Investment Management
Illinois
$395K -$11.2K -258 -3%
UWPG
1384
Ullmann Wealth Partners Group
Florida
$395K – – –
HFS
1385
Horizon Financial Services
North Carolina
$392K -$32.8K -756 -8%
CGPCS
1386
Capital Group Private Client Services
California
$391K -$5.46K -126 -1%
EBA
1387
Eagle Bay Advisors
New York
$389K – – –
MAWA
1388
Moss Adams Wealth Advisors
Washington
$389K – – –
PCM
1389
Pointe Capital Management
Michigan
$387K – – –
FB
1390
Fulton Bank
Pennsylvania
$386K – – –
CWM
1391
CCG Wealth Management
California
$386K +$520 +12 +0.1%
NWMG
1392
National Wealth Management Group
Ohio
$385K -$7.29K -168 -2%
CPC
1393
Consolidated Planning Corp
Georgia
$385K +$354K +8,166 New
WDL
1394
Well Done LLC
Michigan
$384K – – –
LA
1395
Latitude Advisors
Florida
$383K +$8.85K +204 +3%
HHGA
1396
Halbert Hargrove Global Advisors
California
$381K -$2.34K -54 -0.7%
VFIC
1397
Valley Forge Investment Consultants
Pennsylvania
$380K – – –
FA
1398
Fiduciary Alliance
South Carolina
$379K +$349K +8,046 New
AIMC
1399
Alley Investment Management Company
Illinois
$379K – – –
SCA
1400
St. Clair Advisors
Ohio
$379K – – –
54 55
56
57 58