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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1501
Vivaldi Capital Management
Illinois
$303K +$99.5K +2,106 +46%
DP
1502
Denver PWM
Colorado
$302K +$41.7K +882 +15%
LC
1503
Landaas & Company
Wisconsin
$302K +$18.4K +390 +6%
APW
1504
Austin Private Wealth
Texas
$301K – – –
LPT
1505
Legacy Private Trust
Wisconsin
$301K – – –
WWP
1506
WR Wealth Planners
Missouri
$300K +$41.1K +870 +15%
DP
1507
DDD Partners
Washington
$297K – – –
OA
1508
Oxbow Advisors
Texas
$296K – – –
AAS
1509
Asset Allocation Strategies
Michigan
$296K -$126K -2,676 -29%
SIC
1510
Shoker Investment Counsel
Ohio
$296K – – –
RC
1511
Roundview Capital
New Jersey
$296K +$1.7K +36 +0.6%
AWP
1512
Abacus Wealth Partners
California
$295K -$5.67K -120 -2%
FNT
1513
First Nebraska Trust
Nebraska
$295K – – –
FWM
1514
FFT Wealth Management
Pennsylvania
$295K – – –
CW
1515
Connectus Wealth
Ohio
$295K -$9.63K -204 -3%
CFO
1516
CVA Family Office
Colorado
$293K +$24.9K +528 +9%
IWM
1517
Iams Wealth Management
Nebraska
$292K +$304K +6,438 New
WCM
1518
WealthBridge Capital Management
Ohio
$291K +$2.83K +60 +0.9%
WWC
1519
Waypoint Wealth Counsel
Georgia
$290K -$68.9K -1,458 -19%
HFA
1520
High Falls Advisors
New York
$290K -$4.53K -96 -1%
CWA
1521
Clarity Wealth Advisors
California
$290K -$13.9K -294 -4%
AA
1522
Apriem Advisors
California
$289K +$14.7K +312 +5%
ZIG
1523
Zullo Investment Group
Pennsylvania
$289K – – –
FIB
1524
First Interstate Bank
Montana
$288K +$300K +6,348 New
MA
1525
Mezzasalma Advisors
New Jersey
$287K +$13K +276 +5%
59 60
61
62 63