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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1401
Trexquant Investment
Connecticut
$384K +$400K +8,460 New
JWCA
1402
J.W. Coons Advisors
Ohio
$383K – – –
VCM
1403
Viewpoint Capital Management
Washington
$382K – – –
CAAS
1404
Capital Asset Advisory Services
Michigan
$382K +$61.5K +1,302 +19%
FWM
1405
FSA Wealth Management
Massachusetts
$382K +$181K +3,828 +84%
PWW
1406
Pettyjohn Wood & White
Virginia
$381K – – –
CGA
1407
Crescent Grove Advisors
Illinois
$381K – – –
CWM
1408
Collaborative Wealth Management
Florida
$380K -$8.5K -180 -2%
UWPG
1409
Ullmann Wealth Partners Group
Florida
$380K – – –
PWG
1410
Portside Wealth Group
Utah
$380K +$172K +3,636 +77%
LA
1411
Latitude Advisors
Florida
$378K +$9.63K +204 +3%
AP
1412
Adero Partners
California
$378K +$138K +2,916 +54%
MAWA
1413
Moss Adams Wealth Advisors
Washington
$374K – – –
VFIC
1414
Valley Forge Investment Consultants
Pennsylvania
$372K +$7.08K +150 +2%
PCM
1415
Pointe Capital Management
Michigan
$372K – – –
GWP
1416
Gateway Wealth Partners
Wisconsin
$371K +$66K +1,398 +21%
WDL
1417
Well Done LLC
Michigan
$370K – – –
GWANC
1418
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K +$4.82K +102 +1%
PFG
1419
Prosperity Financial Group
California
$369K +$58.1K +1,230 +18%
KTM
1420
Keeler Thomas Management
Utah
$365K -$247K -5,232 -39%
SCA
1421
St. Clair Advisors
Ohio
$365K – – –
HHGA
1422
Halbert Hargrove Global Advisors
California
$364K -$2.27K -48 -0.6%
AIMC
1423
Alley Investment Management Company
Illinois
$364K -$850 -18 -0.2%
WWM
1424
Windsor Wealth Management
Indiana
$363K – – –
DOA
1425
D'Orazio & Associates
Virginia
$361K +$376K +7,956 New
55 56
57
58 59