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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$376K +$129K +2,970 +59%
MIC
1402
Means Investment Company
Maine
$375K +$520 +12 +0.2%
SCM
1403
Schnieders Capital Management
California
$375K – – –
FCA
1404
Fortis Capital Advisors
Kansas
$374K -$26K -600 -7%
KMWM
1405
Keudell/Morrison Wealth Management
Oregon
$373K +$9.11K +210 +3%
GI
1406
Gradient Investments
Minnesota
$373K +$14.3K +330 +4%
EWM
1407
Endowment Wealth Management
Wisconsin
$373K -$11.7K -270 -3%
OCM
1408
Orleans Capital Management
Louisiana
$371K – – –
RWA
1409
Redhawk Wealth Advisors
Minnesota
$370K +$341K +7,854 New
FP
1410
Financial Perspectives
Minnesota
$370K – – –
PWM
1411
Prosperity Wealth Management
California
$370K +$340K +7,848 New
WI
1412
Wintrust Investments
Illinois
$370K – – –
WWC
1413
Waypoint Wealth Counsel
Georgia
$370K +$260 +6 +0.1%
DFA
1414
DHJJ Financial Advisors
Illinois
$370K -$22.1K -510 -6%
TTWM
1415
TCV Trust & Wealth Management
Virginia
$369K – – –
PI
1416
Pachira Investments
California
$367K +$20K +462 +6%
CIA
1417
Cladis Investment Advisory
Montana
$366K – – –
I
1418
INVST
Indiana
$366K +$75.7K +1,746 +29%
MWA
1419
Motive Wealth Advisors
Michigan
$365K -$13.8K -318 -4%
VFP
1420
Verus Financial Partners
Virginia
$364K – – –
WJWM
1421
Williams Jones Wealth Management
New York
$361K -$14.6K -336 -4%
FCH
1422
Freestone Capital Holdings
Washington
$361K – – –
MAC
1423
Mason & Associates (California)
California
$361K – – –
KCM
1424
Kanawha Capital Management
Virginia
$360K – – –
FMII
1425
Farmers & Merchants Investments Inc
Nebraska
$359K – – –
55 56
57
58 59