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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
1501
Shayne & Jacobs LLC
Tennessee
$921K – – –
WMP
1502
Wealth Management Partners
Arizona
$920K +$19.8K +300 +2%
WAS
1503
Winch Advisory Services
Wisconsin
$918K +$74.7K +1,134 +10%
BWL
1504
Bogart Wealth LLC
Virginia
$914K -$19.8K -300 -2%
WWA
1505
Wisconsin Wealth Advisors
Wisconsin
$904K +$515K +7,824 +172%
CW
1506
Channel Wealth
California
$902K -$1.98K -30 -0.2%
TA
1507
TruWealth Advisors
Louisiana
$902K +$70.7K +1,074 +10%
SVWG
1508
Shared Vision Wealth Group
United States
$901K – – –
AIC
1509
Archer Investment Corporation
Indiana
$898K +$27.3K +414 +3%
WAL
1510
W Advisors LLC
Tennessee
$896K -$28K -426 -3%
CF
1511
Clarity Financial
Texas
$895K – – –
NWM
1512
Northwest Wealth Management
Iowa
$894K -$19.4K -294 -2%
OFG
1513
Opulen Financial Group
Virginia
$892K +$25.7K +390 +3%
BAM
1514
BOS Asset Management
Illinois
$889K – – –
WCM
1515
Windsor Capital Management
Arizona
$888K -$8.69K -132 -1%
FNT
1516
First National Trust
Pennsylvania
$888K -$24.5K -372 -3%
OWA
1517
One Wealth Advisors
California
$885K – – –
CT
1518
Colonial Trust
South Carolina
$884K +$111K +1,692 +16%
TCPW
1519
Twin City Private Wealth
North Carolina
$884K -$61.6K -936 -7%
MWA
1520
Meridian Wealth Advisors
Texas
$884K – – –
HWM
1521
Hemington Wealth Management
Virginia
$882K – – –
LWM
1522
LJI Wealth Management
Indiana
$880K – – –
LWCFA
1523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$879K – – –
EAM
1524
Empirical Asset Management
Massachusetts
$878K -$7.9K -120 -1%
WB
1525
Webster Bank
Connecticut
$875K +$325K +4,944 +70%
59 60
61
62 63