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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1701
Ipsen Advisor Group
Arkansas
$612K – – –
JA
1702
JVL Associates
Michigan
$611K +$120K +1,830 +28%
WA
1703
WP Advisors
California
$611K – – –
MCA
1704
Midwest Capital Advisors
Michigan
$610K -$38.3K -582 -7%
FDCP
1705
Foster Dykema Cabot & Partners
Massachusetts
$610K – – –
PFSC
1706
Peoples Financial Services Corp
Pennsylvania
$610K – – –
BRIA
1707
Balanced Rock Investment Advisors
Massachusetts
$610K -$198K -3,012 -27%
FA
1708
Flagstar Advisors
New York
$609K -$25.7K -390 -4%
TWM
1709
Tanager Wealth Management
United Kingdom
$605K – – –
BA
1710
Ballast Advisors
Minnesota
$605K +$19.4K +294 +4%
BTWM
1711
Baker Tilly Wealth Management
Wisconsin
$604K -$287K -4,362 -35%
FA
1712
Fermata Advisors
California
$604K +$544K +8,262 New
JC
1713
JB Capital
Connecticut
$600K -$14.2K -216 -3%
EB
1714
Eastern Bank
Massachusetts
$599K -$248K -3,762 -31%
LDB
1715
Lee, Danner & Bass
Tennessee
$598K – – –
MPW
1716
MASECO Private Wealth
$598K +$539K +8,190 New
BMC
1717
Benin Management Corp
Connecticut
$598K – – –
KFS
1718
Kelly Financial Services
Massachusetts
$597K +$790 +12 +0.1%
BCP
1719
Berkeley Capital Partners
Georgia
$597K -$1.98K -30 -0.4%
WAM
1720
Walker Asset Management
Missouri
$596K +$61.2K +930 +13%
DA
1721
Dover Advisors
Virginia
$595K -$6.32K -96 -1%
CAWM
1722
Capital Advisors Wealth Management
Washington
$594K -$2.37K -36 -0.4%
SG
1723
Strid Group
Pennsylvania
$593K – – –
PCMF
1724
Private Capital Management (Florida)
Florida
$593K +$11.1K +168 +2%
UW
1725
Unique Wealth
Florida
$591K -$39.9K -606 -7%
67 68
69
70 71