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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
1526
Balanced Rock Investment Advisors
Massachusetts
$492K +$471K +8,568 New
CWM
1527
Collaborative Wealth Management
Florida
$491K +$13.2K +240 +3%
PCS
1528
Private Client Services
Kentucky
$491K +$7.59K +138 +2%
NG
1529
Norden Group
Utah
$490K +$470K +8,550 New
CMAI
1530
Capital Management Associates Inc
Minnesota
$489K +$330 +6 +0.1%
JWCA
1531
J.W. Coons Advisors
Ohio
$488K – – –
SIA
1532
Soltis Investment Advisors
Utah
$486K +$100K +1,824 +27%
VCM
1533
Viewpoint Capital Management
Washington
$483K – – –
PWW
1534
Pettyjohn Wood & White
Virginia
$482K – – –
SIAP
1535
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$473K +$110K +1,992 +32%
PCM
1536
Pointe Capital Management
Michigan
$470K – – –
IF
1537
Ironwood Financial
Arizona
$469K +$64.3K +1,170 +17%
KMWM
1538
Keudell/Morrison Wealth Management
Oregon
$468K +$13.2K +240 +3%
BMC
1539
Benin Management Corp
Connecticut
$468K +$660 +12 +0.1%
IHWM
1540
Iron Horse Wealth Management
Iowa
$463K +$16.5K +300 +4%
SCA
1541
St. Clair Advisors
Ohio
$461K – – –
CAWM
1542
Capital Advisors Wealth Management
Washington
$457K -$660 -12 -0.2%
CWS
1543
Cypress Wealth Services
California
$456K +$330 +6 +0.1%
ACG
1544
Allen Capital Group
Nebraska
$456K -$3.63K -66 -0.8%
SCM
1545
Schnieders Capital Management
California
$455K – – –
SF
1546
Slagle Financial
Illinois
$454K -$362K -6,588 -45%
ACM
1547
Allred Capital Management
Texas
$454K -$66.6K -1,212 -13%
MFG
1548
Mosaic Financial Group
Illinois
$453K +$434K +7,890 New
CIA
1549
Cladis Investment Advisory
Montana
$453K +$6.6K +120 +2%
MF
1550
Meridian Financial
Massachusetts
$451K +$12.9K +234 +3%
60 61
62
63 64