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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1476
Money Concepts Capital
Florida
$975K -$86.5K -1,314 -9%
RC
1477
Roundview Capital
New Jersey
$975K -$23.7K -360 -3%
HIP
1478
HUB Investment Partners
Texas
$973K -$203K -3,090 -19%
M
1479
MYeCFO
California
$972K -$1.98K -30 -0.2%
SW
1480
SVB Wealth
Massachusetts
$971K +$875K +13,296 New
ACG
1481
Allen Capital Group
Nebraska
$970K +$267K +4,056 +44%
TWP
1482
Triad Wealth Partners
Kansas
$969K +$484K +7,344 +124%
W
1483
Wealthquest
Ohio
$963K -$258K -3,918 -23%
HAM
1484
Harmony Asset Management
Arizona
$962K +$9.88K +150 +1%
TCM
1485
Towercrest Capital Management
Pennsylvania
$961K – – –
FB
1486
First Bancorp
Maine
$960K +$95.2K +1,446 +12%
TWA
1487
Talisman Wealth Advisors
New Jersey
$957K – – –
SAM
1488
Strive Asset Management
Ohio
$956K – – –
HWA
1489
Hilltop Wealth Advisors
North Carolina
$954K -$9.48K -144 -1%
RCM
1490
Raleigh Capital Management
North Carolina
$951K -$29.2K -444 -3%
AWM
1491
AAF Wealth Management
Massachusetts
$949K +$1.98K +30 +0.2%
WJWM
1492
Williams Jones Wealth Management
New York
$943K +$134K +2,040 +19%
FWM
1493
Fingerlakes Wealth Management
New York
$941K – – –
EWM
1494
Evolution Wealth Management
Florida
$939K +$846K +12,846 New
MAM
1495
McLean Asset Management
Virginia
$938K – – –
CGA
1496
Crescent Grove Advisors
Illinois
$935K -$71.9K -1,092 -8%
AA
1497
Aufman Associates
Pennsylvania
$934K -$10.3K -156 -1%
AIS
1498
Accredited Investor Services
Minnesota
$925K +$210K +3,192 +34%
PG
1499
Proffitt & Goodson
Tennessee
$924K – – –
DPW
1500
DiNuzzo Private Wealth
Pennsylvania
$922K – – –
58 59
60
61 62