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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1676
Valued Retirements
Texas
$757K – – –
FP
1677
Financial Perspectives
Minnesota
$753K -$80.2K -1,050 -10%
BWL
1678
Beacon Wealthcare LLC
North Carolina
$751K – – –
MAMG
1679
Milestone Asset Management Group
Connecticut
$750K +$458 +6 +0.1%
CIC
1680
Chilton Investment Company
Connecticut
$749K – – –
BFIM
1681
Beese Fulmer Investment Management
Ohio
$747K -$11.5K -150 -2%
CWM
1682
Collaborative Wealth Management
Florida
$746K +$208K +2,724 +41%
MFG
1683
MidWestOne Financial Group
Iowa
$744K – – –
DWS
1684
Discipline Wealth Solutions
South Carolina
$744K +$711K +9,306 New
LWMT
1685
Legacy Wealth Management (Tennessee)
Tennessee
$738K – – –
AIS
1686
Accredited Investor Services
Minnesota
$736K -$264K -3,456 -27%
NCM
1687
Nelson Capital Management
California
$735K – – –
BWP
1688
Bernardo Wealth Planning
Pennsylvania
$728K +$9.17K +120 +1%
BCP
1689
Blue Chip Partners
Michigan
$728K -$110K -1,446 -14%
VW
1690
Vance Wealth
California
$725K -$4.13K -54 -0.6%
FIBT
1691
First International Bank & Trust
North Dakota
$725K – – –
EFMC
1692
Empire Financial Management Company
New York
$725K +$8.71K +114 +1%
SWM
1693
Stockman Wealth Management
Montana
$724K +$122K +1,596 +21%
PFM
1694
Potomac Fund Management
Florida
$722K -$35.8K -468 -5%
AI
1695
Accredited Investors
Minnesota
$721K – – –
FBFS
1696
First Business Financial Services
Wisconsin
$720K – – –
WT
1697
Washington Trust
Rhode Island
$719K -$20.2K -264 -3%
BFS
1698
Bradley Foster & Sargent
Connecticut
$719K +$34.4K +450 +5%
NL
1699
Navalign LLC
California
$718K -$19.7K -258 -3%
BMC
1700
Benin Management Corp
Connecticut
$717K +$60.1K +786 +10%
66 67
68
69 70