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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1501
Rodgers Brothers
Pennsylvania
$577K -$1.4K -24 -0.3%
MWM
1502
Modern Wealth Management
Kansas
$574K +$166K +2,850 +45%
CW
1503
Channel Wealth
California
$574K -$27.3K -468 -5%
FGAM
1504
Financial Gravity Asset Management
Texas
$570K -$408K -6,996 -43%
MCM
1505
Morton Capital Management
California
$567K – – –
XF
1506
XML Financial
Maryland
$566K -$356K -6,108 -40%
MF
1507
Meridian Financial
Massachusetts
$564K +$68.6K +1,176 +15%
FBFS
1508
First Business Financial Services
Wisconsin
$562K – – –
CS
1509
Cannell & Spears
New York
$559K – – –
VW
1510
Vance Wealth
California
$556K +$700 +12 +0.1%
CWM
1511
Chemistry Wealth Management
New York
$555K +$10.1K +174 +2%
BTWM
1512
Baker Tilly Wealth Management
Wisconsin
$555K +$4.2K +72 +0.8%
NWMG
1513
National Wealth Management Group
Ohio
$553K +$101K +1,740 +24%
GI
1514
Gradient Investments
Minnesota
$553K -$167K -2,862 -24%
RP
1515
Rowlandmiller & Partners
Georgia
$552K – – –
AFTS
1516
American Financial & Tax Strategies
New York
$551K -$9.1K -156 -2%
MW
1517
Members Wealth
Pennsylvania
$550K +$439K +7,524 New
FF
1518
Financial Futures
New Jersey
$550K -$8.75K -150 -2%
LC
1519
Landaas & Company
Wisconsin
$549K -$8.05K -138 -2%
SGI
1520
Summit Global Investments
Utah
$549K +$298K +5,118 +139%
DWM
1521
Denver Wealth Management
Colorado
$549K -$48.6K -834 -9%
CTA
1522
Colonial Trust Advisors
South Carolina
$548K -$58.1K -996 -10%
BA
1523
Ballast Advisors
Minnesota
$545K -$10.5K -180 -2%
TAM
1524
Townsend Asset Management
North Carolina
$543K -$2.1K -36 -0.4%
PCS
1525
Private Client Services
Kentucky
$543K +$9.1K +156 +2%
59 60
61
62 63