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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1676
D.B. Root & Company
Pennsylvania
$309K +$290 +6 +0.1%
PCTC
1677
Perkins Coie Trust Company
Washington
$308K -$7.24K -150 -2%
SM
1678
Sensible Money
Arizona
$308K – – –
CWMGP
1679
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$306K +$579 +12 +0.2%
SGWM
1680
Sterling Group Wealth Management
California
$306K – – –
GW
1681
GW & Wade
Massachusetts
$306K – – –
LA
1682
Lifeworks Advisors
Michigan
$303K +$282K +5,850 New
B
1683
Bailard
California
$303K – – –
RK
1684
Rather & Kittrell
Tennessee
$303K – – –
C
1685
Croban
Ohio
$302K +$213K +4,410 New
HAM
1686
Harmony Asset Management
Arizona
$301K +$280K +5,802 New
GAM
1687
GEM Asset Management
Michigan
$300K +$290 +6 +0.1%
LAIC
1688
Lederer & Associates Investment Counsel
California
$298K – – –
OC
1689
Oakworth Capital
Alabama
$297K – – –
WCF
1690
West Coast Financial
California
$297K – – –
XSC
1691
X-Square Capital
Puerto Rico
$296K +$275K +5,706 New
CTA
1692
Camelot Technology Advisors
California
$296K +$275K +5,706 New
TI
1693
Tidal Investments
Wisconsin
$295K +$275K +5,700 New
CWS
1694
Confluence Wealth Services
Pennsylvania
$295K +$579 +12 +0.2%
HCM
1695
Highlander Capital Management
New Jersey
$294K – – –
SNBOSCI
1696
Security National Bank of Sioux City Iowa
Iowa
$294K – – –
LWP
1697
Laurel Wealth Planning
Minnesota
$294K – – –
WC
1698
Waterloo Capital
Texas
$292K +$272K +5,640 New
MTIC
1699
Missouri Trust & Investment Company
Missouri
$292K +$20.9K +432 +8%
APW
1700
Austin Private Wealth
Texas
$291K -$49.2K -1,020 -15%
66 67
68
69 70