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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Curi Wealth Management
North Carolina
$321K -$64.6K -1,368 -16%
GGS
1477
Galvin Gaustad & Stein
Arizona
$319K – – –
GWM
1478
GSB Wealth Management
Connecticut
$319K – – –
KCM
1479
Kanawha Capital Management
Virginia
$319K -$28.1K -594 -8%
HW
1480
Hamilton Wealth
California
$318K -$17.6K -372 -5%
WIM
1481
Westside Investment Management
California
$318K +$22.7K +480 +7%
RDWM
1482
Red Door Wealth Management
Tennessee
$317K – – –
LWM
1483
Lyell Wealth Management
California
$316K – – –
RA
1484
Rockingstone Advisors
Massachusetts
$316K – – –
PCWA
1485
Pacific Capital Wealth Advisors
California
$315K – – –
GIA
1486
Guyasuta Investment Advisors
Pennsylvania
$313K -$354K -7,500 -52%
VW
1487
Vance Wealth
California
$313K +$20.4K +432 +7%
FMN
1488
Financial Management Network
California
$313K -$32K -678 -9%
IF
1489
Ironwood Financial
Arizona
$312K +$72.3K +1,530 +29%
MWM
1490
MY Wealth Management
Maryland
$312K – – –
GSEP
1491
Golden State Equity Partners
California
$311K +$24.7K +522 +8%
FIM
1492
Freedom Investment Management
Connecticut
$311K -$1.21M -25,674 -79%
TI
1493
tru Independence
Oregon
$308K +$567 +12 +0.2%
BFA
1494
Buttonwood Financial Advisors
Maryland
$308K +$567 +12 +0.2%
WTFG
1495
Wells Trecaso Financial Group
Ohio
$307K +$11.9K +252 +4%
WCP
1496
Wick Capital Partners
Pennsylvania
$305K +$11.3K +240 +4%
FCM
1497
Firestone Capital Management
Florida
$304K +$3.4K +72 +1%
TWM
1498
TriaGen Wealth Management
California
$304K – – –
BBA
1499
Braun-Bostich & Associates
Pennsylvania
$303K +$316K +6,684 New
GWAG
1500
Garrett Wealth Advisory Group
Texas
$303K +$5.1K +108 +2%
58 59
60
61 62