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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1501
Dividend Assets Capital
South Carolina
$295K – – –
WW
1502
Westshore Wealth
California
$294K -$308K -7,092 -53%
PHS
1503
Pekin Hardy Strauss
Illinois
$293K +$269K +6,210 New
BFP
1504
Beacon Financial Planning
Massachusetts
$293K +$17.4K +402 +7%
MF
1505
Meridian Financial
Massachusetts
$291K – – –
SCP
1506
Shorepoint Capital Partners
Massachusetts
$291K +$2.08K +48 +0.8%
LAM
1507
LifePro Asset Management
California
$291K -$27.8K -642 -9%
GFL
1508
Granite FO LLC
New Hampshire
$291K – – –
RWA
1509
River Wealth Advisors
Pennsylvania
$290K – – –
TW
1510
TrinityPoint Wealth
Connecticut
$288K – – –
EBT
1511
Enterprise Bank & Trust
Massachusetts
$286K -$60.1K -1,386 -19%
AA
1512
Apriem Advisors
California
$286K +$263K +6,066 New
CCFCSB
1513
Cape Cod Five Cents Savings Bank
Massachusetts
$286K – – –
MA
1514
Mezzasalma Advisors
New Jersey
$286K +$1.82K +42 +0.7%
EB
1515
Exchange Bank
California
$285K +$262K +6,036 New
JJBC
1516
James J. Burns & Company
New York
$284K -$48.9K -1,128 -16%
PWM
1517
PBMares Wealth Management
Virginia
$284K +$2.6K +60 +1%
RK
1518
Rather & Kittrell
Tennessee
$284K -$5.46K -126 -2%
JC
1519
JB Capital
Connecticut
$283K +$43.7K +1,008 +20%
CPP
1520
Capasso Planning Partners
South Carolina
$283K -$14.6K -336 -5%
WSWA
1521
Warren Street Wealth Advisors
California
$283K -$9.89K -228 -4%
CWA
1522
CM Wealth Advisors
Ohio
$283K +$252K +5,820 New
MPW
1523
Monterey Private Wealth
California
$283K -$29.9K -690 -10%
MWA
1524
MFA Wealth Advisors
Pennsylvania
$283K +$260K +5,994 New
PSP
1525
Pacific Sage Partners
Washington
$282K – – –
59 60
61
62 63