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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1401
DHJJ Financial Advisors
Illinois
$281K – – –
BRC
1402
Bell Rock Capital
Delaware
$281K +$275K +5,286 New
IMOV
1403
Investment Management of Virginia
Virginia
$280K -$5.63K -108 -2%
OAM
1404
Occidental Asset Management
California
$277K – – –
FDS
1405
Freedom Day Solutions
Texas
$275K -$1.25K -24 -0.5%
FPCP
1406
Fort Point Capital Partners
California
$275K – – –
NEPWA
1407
New England Private Wealth Advisors
Massachusetts
$275K – – –
HNW
1408
High Note Wealth
Minnesota
$275K +$9.38K +180 +4%
CWS
1409
Confluence Wealth Services
Pennsylvania
$275K +$268K +5,142 New
EA
1410
Elm Advisors
California
$273K – – –
SC
1411
Solstein Capital
California
$272K – – –
LWA
1412
Lineweaver Wealth Advisors
Ohio
$272K +$313 +6 +0.1%
SYBT
1413
Stock Yards Bank & Trust
Kentucky
$271K +$313 +6 +0.1%
OCM
1414
Objective Capital Management
Ohio
$271K +$264K +5,076 New
SFG
1415
Sowa Financial Group
Rhode Island
$269K +$313 +6 +0.1%
MF
1416
Meridian Financial
Massachusetts
$269K +$262K +5,022 New
CI
1417
CPR Investments
Michigan
$268K +$261K +5,004 New
CT
1418
Cambridge Trust
Massachusetts
$266K +$35.6K +684 +16%
SC
1419
Schiavi & Co
Delaware
$265K – – –
IF
1420
Ironwood Financial
Arizona
$264K – – –
SW
1421
Signify Wealth
Missouri
$263K -$12.5M -239,064 -98%
SCP
1422
Shorepoint Capital Partners
Massachusetts
$263K -$6.56K -126 -2%
BIM
1423
Baldwin Investment Management
Pennsylvania
$263K – – –
BAAM
1424
Baker Avenue Asset Management
California
$262K +$255K +4,896 New
APIM
1425
Agate Pass Investment Management
Washington
$262K +$256K +4,908 New
55 56
57
58 59