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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1726
Forbes Financial Planning
Rhode Island
$367K – – –
CP
1727
Creekside Partners
California
$365K +$342K +5,862 New
B
1728
Bailard
California
$365K -$7.7K -132 -2%
RA
1729
Rockingstone Advisors
Massachusetts
$361K +$105K +1,800 +45%
TCBWMS
1730
Texas Capital Bank Wealth Management Services
Texas
$358K +$98.7K +1,692 +42%
WQ
1731
Wealth Quarterback
New Jersey
$357K +$17.8K +306 +6%
JWM
1732
Janiczek Wealth Management
Colorado
$357K – – –
NS
1733
NBC Securities
Alabama
$356K +$122K +2,088 +58%
LWP
1734
Laurel Wealth Planning
Minnesota
$354K – – –
WW
1735
Westshore Wealth
California
$353K +$10.5K +180 +3%
AIA
1736
AIMZ Investment Advisors
California
$353K +$35.3K +606 +12%
OWP
1737
Obermeyer Wealth Partners
Colorado
$352K +$329K +5,646 New
MA
1738
Mezzasalma Advisors
New Jersey
$352K -$5.95K -102 -2%
CICC
1739
Capital Investment Counsel (Colorado)
Colorado
$351K -$114K -1,962 -26%
CPP
1740
Capasso Planning Partners
South Carolina
$351K -$24.5K -420 -7%
RWA
1741
River Wealth Advisors
Pennsylvania
$351K – – –
MTIC
1742
Missouri Trust & Investment Company
Missouri
$351K – – –
PSCM
1743
Per Stirling Capital Management
Texas
$350K – – –
FCCM
1744
First City Capital Management
Georgia
$350K +$328K +5,616 New
SCP
1745
Shorepoint Capital Partners
Massachusetts
$350K -$350 -6 -0.1%
FNA
1746
First National Advisers
Nebraska
$349K +$115K +1,968 +54%
PWM
1747
Praetorian Wealth Management
California
$349K +$327K +5,604 New
GWM
1748
GSB Wealth Management
Connecticut
$349K -$3.85K -66 -1%
AGWCA
1749
Annis Gardner Whiting Capital Advisors
Florida
$349K -$2.8K -48 -0.9%
EWA
1750
Encompass Wealth Advisors
Oregon
$349K +$25.5K +438 +8%
68 69
70
71 72