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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1726
RiverFront Investment Group
Virginia
$368K – – –
CWMGP
1727
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$368K -$6.3K -108 -2%
WAS
1728
Winch Advisory Services
Wisconsin
$368K +$128K +2,190 +59%
FFP
1729
Forbes Financial Planning
Rhode Island
$367K – – –
CP
1730
Creekside Partners
California
$365K +$342K +5,862 New
B
1731
Bailard
California
$365K -$7.7K -132 -2%
RA
1732
Rockingstone Advisors
Massachusetts
$361K +$105K +1,800 +45%
TCBWMS
1733
Texas Capital Bank Wealth Management Services
Texas
$358K +$98.7K +1,692 +42%
WQ
1734
Wealth Quarterback
New Jersey
$357K +$17.8K +306 +6%
JWM
1735
Janiczek Wealth Management
Colorado
$357K – – –
NS
1736
NBC Securities
Alabama
$356K +$122K +2,088 +58%
LWP
1737
Laurel Wealth Planning
Minnesota
$354K – – –
WW
1738
Westshore Wealth
California
$353K +$10.5K +180 +3%
AIA
1739
AIMZ Investment Advisors
California
$353K +$35.3K +606 +12%
OWP
1740
Obermeyer Wealth Partners
Colorado
$352K +$329K +5,646 New
MA
1741
Mezzasalma Advisors
New Jersey
$352K -$5.95K -102 -2%
CICC
1742
Capital Investment Counsel (Colorado)
Colorado
$351K -$114K -1,962 -26%
CPP
1743
Capasso Planning Partners
South Carolina
$351K -$24.5K -420 -7%
RWA
1744
River Wealth Advisors
Pennsylvania
$351K – – –
MTIC
1745
Missouri Trust & Investment Company
Missouri
$351K – – –
PSCM
1746
Per Stirling Capital Management
Texas
$350K – – –
FCCM
1747
First City Capital Management
Georgia
$350K +$328K +5,616 New
SCP
1748
Shorepoint Capital Partners
Massachusetts
$350K -$350 -6 -0.1%
FNA
1749
First National Advisers
Nebraska
$349K +$115K +1,968 +54%
PWM
1750
Praetorian Wealth Management
California
$349K +$327K +5,604 New
68 69
70
71 72