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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1576
Montecito Bank & Trust
California
$249K +$259K +5,490 New
WW
1577
Westshore Wealth
California
$249K -$35.4K -750 -12%
FFP
1578
Forbes Financial Planning
Rhode Island
$249K – – –
OPWM
1579
Oxinas Partners Wealth Management
Indiana
$249K – – –
WFS
1580
Weitzel Financial Services
Iowa
$248K – – –
JFG
1581
JDM Financial Group
Texas
$248K – – –
NSG
1582
Nalls Sherbakoff Group
Tennessee
$245K – – –
GA
1583
Greenspring Advisors
Maryland
$245K -$2.55K -54 -1%
EFG
1584
Ethos Financial Group
Pennsylvania
$245K +$255K +5,400 New
PCM
1585
Pennsylvania Capital Management
Pennsylvania
$245K +$7.08K +150 +3%
CFG
1586
Carr Financial Group
Massachusetts
$244K – – –
WG
1587
Welch Group
Alabama
$244K +$43.6K +924 +21%
FCM
1588
Fortis Capital Management
Washington
$244K +$48.5K +1,026 +24%
NRC
1589
New Republic Capital
North Carolina
$242K – – –
AC
1590
Avestar Capital
New York
$241K +$251K +5,310 New
BC
1591
Bowman & Company
Wisconsin
$240K +$283 +6 +0.1%
AMM
1592
American Money Management
California
$240K -$19.6K -414 -7%
PGA
1593
Portland Global Advisors
Maine
$240K – – –
LFA
1594
Legacy Financial Advisors
Kentucky
$237K +$247K +5,226 New
CPC
1595
Consolidated Planning Corp
Georgia
$237K -$139K -2,946 -36%
BOS
1596
Bank of Stockton
California
$237K -$5.67K -120 -2%
CWM
1597
Centric Wealth Management
Illinois
$236K – – –
MTIC
1598
Missouri Trust & Investment Company
Missouri
$236K -$7.08K -150 -3%
OWM
1599
Opes Wealth Management
California
$236K – – –
MC
1600
Matisse Capital
Oregon
$234K +$243K +5,148 New
62 63
64
65 66