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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1526
InvesTrust
Oklahoma
$828K +$806K +11,994 New
UCB
1527
United Community Bank
South Carolina
$828K +$249K +3,702 +44%
MWA
1528
Meridian Wealth Advisors
Texas
$827K – – –
CW
1529
Channel Wealth
California
$826K +$9.67K +144 +1%
CLP
1530
Charis Legacy Partners
Texas
$826K +$811K +12,078 New
HWM
1531
Hemington Wealth Management
Virginia
$826K – – –
LSA
1532
L & S Advisors
California
$820K -$9.27K -138 -1%
FAM
1533
Frontier Asset Management
Wyoming
$819K +$1.21K +18 +0.2%
LWM
1534
LJI Wealth Management
Indiana
$818K – – –
HIP
1535
HUB Investment Partners
Texas
$818K +$68.5K +1,020 +9%
LFG
1536
Larson Financial Group
Missouri
$817K +$92.7K +1,380 +13%
PAW
1537
Plan A Wealth
Nebraska
$817K +$802K +11,940 New
RWA
1538
River Wealth Advisors
Pennsylvania
$816K -$8.87K -132 -1%
AF
1539
Apollon Financial
South Carolina
$816K +$2.02K +30 +0.3%
FG
1540
Foster Group
Iowa
$814K +$54.8K +816 +7%
SVWG
1541
Shared Vision Wealth Group
United States
$812K – – –
AFO
1542
Arrowroot Family Office
California
$811K +$72.2K +1,074 +10%
BMWS
1543
Brady Martz Wealth Solutions
North Dakota
$810K +$809K +12,042 New
EB
1544
Eastern Bank
Massachusetts
$809K – – –
OFG
1545
Opulen Financial Group
Virginia
$808K +$793K +11,808 New
SFP
1546
Sterling Financial Planning
New Jersey
$801K -$22.6K -336 -3%
PWMAG
1547
Pinnacle Wealth Management Advisory Group
New Jersey
$800K +$418K +6,228 +114%
PIA
1548
Petredis Investment Advisors
Pennsylvania
$797K +$13.3K +198 +2%
FWM
1549
Fairhaven Wealth Management
Illinois
$795K – – –
NCM
1550
Nelson Capital Management
California
$793K +$779K +11,598 New
60 61
62
63 64