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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1526
Kaizen Financial Strategies
California
$207K +$202K +3,876 New
ESB
1527
Essex Savings Bank
Connecticut
$205K +$199K +3,822 New
FPOC
1528
Financial Planners of Cleveland
Ohio
$203K +$211K +4,050 New
VWM
1529
Venturi Wealth Management
Texas
$202K -$73.8K -1,416 -27%
TF
1530
Threadgill Financial
Texas
$202K +$195K +3,750 New
CAG
1531
Curtis Advisory Group
California
$202K +$196K +3,768 New
JWBC
1532
J.W. Burns & Co
New York
$202K +$197K +3,774 New
FMC
1533
First Merchants Corp
Indiana
$200K +$195K +3,744 New
WB
1534
Webster Bank
Connecticut
$194K – – –
HF
1535
Halpern Financial
Virginia
$189K -$57.8K -1,110 -24%
ODG
1536
O'Dell Group
Ohio
$186K +$19.4K +372 +12%
CA
1537
Clearstead Advisors
Ohio
$181K -$1.15M -22,104 -87%
SCM
1538
Shelton Capital Management
Colorado
$180K +$175K +3,360 New
AF
1539
Arrow Financial
New York
$178K – – –
WWM
1540
Wolff Wiese Magana
California
$174K – – –
MAM
1541
Mystic Asset Management
Rhode Island
$174K +$170K +3,264 New
AIP
1542
Ameritas Investment Partners
Nebraska
$171K +$96K +1,842 +135%
MPWT
1543
MassMutual Private Wealth & Trust
Connecticut
$169K – – –
SBL
1544
Sargent Bickham Lagudis
Colorado
$167K – – –
BFG
1545
Baron Financial Group
New Jersey
$167K – – –
BIA
1546
Bell Investment Advisors
California
$155K -$35.6K -684 -19%
PAIM
1547
Punch & Associates Investment Management
Minnesota
$151K – – –
RCM
1548
Regency Capital Management
Hawaii
$151K +$148K +2,832 New
RDIA
1549
RE Dickinson Investment Advisors
Iowa
$147K +$143K +2,754 New
NSIM
1550
North Star Investment Management
Illinois
$144K – – –
60 61
62
63 64