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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1526
Edgestream Partners
New Jersey
$994K +$131K +1,710 +16%
FF
1527
Formulate Financial
Florida
$992K +$949K +12,414 New
NDSI
1528
Newman Dignan & Sheerar Inc
Rhode Island
$987K -$142K -1,854 -13%
AAG
1529
Armstrong Advisory Group
Massachusetts
$986K +$135K +1,770 +17%
AA
1530
Aufman Associates
Pennsylvania
$982K -$37.6K -492 -4%
XSC
1531
X-Square Capital
Puerto Rico
$982K -$98.1K -1,284 -9%
WAL
1532
W Advisors LLC
Tennessee
$976K -$4.13K -54 -0.4%
NWM
1533
Northwest Wealth Management
Iowa
$975K -$3.21K -42 -0.3%
LWCFA
1534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$973K – – –
WCM
1535
Windsor Capital Management
Arizona
$971K – – –
OWA
1536
One Wealth Advisors
California
$968K – – –
MWA
1537
Meridian Wealth Advisors
Texas
$967K – – –
AIC
1538
Archer Investment Corporation
Indiana
$967K -$15.1K -198 -2%
HWM
1539
Hemington Wealth Management
Virginia
$965K – – –
OFG
1540
Opulen Financial Group
Virginia
$964K -$11K -144 -1%
DPW
1541
DiNuzzo Private Wealth
Pennsylvania
$964K – – –
LWM
1542
LJI Wealth Management
Indiana
$963K – – –
AF
1543
Apollon Financial
South Carolina
$960K +$18.3K +240 +2%
WH
1544
Willner & Heller
California
$957K +$917 +12 +0.1%
CAAM
1545
Cornerstone Advisors Asset Management
Pennsylvania
$955K +$46.3K +606 +5%
SVWG
1546
Shared Vision Wealth Group
United States
$952K – – –
MWM
1547
Moulton Wealth Management
Washington
$949K +$907K +11,874 New
GCM
1548
Gables Capital Management
Florida
$946K +$45.9K +600 +5%
ZI
1549
ZEGA Investments
Florida
$941K -$2.75K -36 -0.3%
VCM
1550
Vision Capital Management
Oregon
$939K +$10.1K +132 +1%
60 61
62
63 64