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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1401
Daymark Wealth Partners
Ohio
$379K +$348K +8,034 New
WWM
1402
Windsor Wealth Management
Indiana
$377K – – –
CHJWM
1403
Carlton Hofferkamp & Jenks Wealth Management
Texas
$376K +$129K +2,970 +59%
MIC
1404
Means Investment Company
Maine
$375K +$520 +12 +0.2%
SCM
1405
Schnieders Capital Management
California
$375K – – –
FCA
1406
Fortis Capital Advisors
Kansas
$374K -$26K -600 -7%
KMWM
1407
Keudell/Morrison Wealth Management
Oregon
$373K +$9.11K +210 +3%
GI
1408
Gradient Investments
Minnesota
$373K +$14.3K +330 +4%
EWM
1409
Endowment Wealth Management
Wisconsin
$373K -$11.7K -270 -3%
OCM
1410
Orleans Capital Management
Louisiana
$371K – – –
RWA
1411
Redhawk Wealth Advisors
Minnesota
$370K +$341K +7,854 New
FP
1412
Financial Perspectives
Minnesota
$370K – – –
PWM
1413
Prosperity Wealth Management
California
$370K +$340K +7,848 New
WI
1414
Wintrust Investments
Illinois
$370K – – –
WWC
1415
Waypoint Wealth Counsel
Georgia
$370K +$260 +6 +0.1%
DFA
1416
DHJJ Financial Advisors
Illinois
$370K -$22.1K -510 -6%
TTWM
1417
TCV Trust & Wealth Management
Virginia
$369K – – –
PI
1418
Pachira Investments
California
$367K +$20K +462 +6%
CIA
1419
Cladis Investment Advisory
Montana
$366K – – –
I
1420
INVST
Indiana
$366K +$75.7K +1,746 +29%
MWA
1421
Motive Wealth Advisors
Michigan
$365K -$13.8K -318 -4%
VFP
1422
Verus Financial Partners
Virginia
$364K – – –
WJWM
1423
Williams Jones Wealth Management
New York
$361K -$14.6K -336 -4%
FCH
1424
Freestone Capital Holdings
Washington
$361K – – –
MAC
1425
Mason & Associates (California)
California
$361K – – –
55 56
57
58 59