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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1651
TriaGen Wealth Management
California
$417K – – –
GWAG
1652
Garrett Wealth Advisory Group
Texas
$417K – – –
VCM
1653
Vivaldi Capital Management
Illinois
$416K – – –
PWM
1654
Prosperity Wealth Management
California
$415K +$8.4K +144 +2%
WTFG
1655
Wells Trecaso Financial Group
Ohio
$414K +$15K +258 +4%
WC
1656
Waterloo Capital
Texas
$412K +$14K +240 +4%
AC
1657
Avestar Capital
New York
$412K – – –
WWC
1658
Waypoint Wealth Counsel
Georgia
$411K +$7.35K +126 +2%
JC
1659
JB Capital
Connecticut
$411K -$44.8K -768 -10%
TVAMP
1660
Tennessee Valley Asset Management Partners
Tennessee
$411K +$107K +1,842 +39%
LA
1661
Latitude Advisors
Florida
$410K -$350 -6 -0.1%
TWP
1662
Tyche Wealth Partners
Texas
$409K – – –
SRCM
1663
Signature Resources Capital Management
California
$409K -$48.3K -828 -11%
WF
1664
Welch & Forbes
Massachusetts
$409K – – –
SLC
1665
Second Line Capital
Louisiana
$408K -$7K -120 -2%
LWM
1666
Lyell Wealth Management
California
$408K – – –
JA
1667
JVL Associates
Michigan
$407K – – –
SIC
1668
Shoker Investment Counsel
Ohio
$406K – – –
TW
1669
Transform Wealth
Colorado
$406K – – –
FNT
1670
First Nebraska Trust
Nebraska
$405K – – –
CWM
1671
Collaborative Wealth Management
Florida
$405K -$120K -2,058 -24%
SC
1672
Sepio Capital
Utah
$405K -$29.4K -504 -7%
NFP
1673
Narus Financial Partners
Utah
$405K +$379K +6,492 New
JFGLC
1674
Johnson Financial Group LLC (Colorado)
Colorado
$404K – – –
MPWT
1675
MassMutual Private Wealth & Trust
Connecticut
$401K +$206K +3,528 +121%
65 66
67
68 69