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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1726
Appleton Partners
Massachusetts
$495K +$310K +4,596 +135%
LWMI
1727
Landmark Wealth Management (Illinois)
Illinois
$495K – – –
BWP
1728
BSW Wealth Partners
Colorado
$494K +$270K +4,002 +100%
BA
1729
Ballast Advisors
Minnesota
$494K -$40.5K -600 -7%
FF
1730
Farrell Financial
New York
$493K +$6.88K +102 +1%
CFAM
1731
Center For Asset Management
Florida
$492K -$97.9K -1,452 -15%
EL
1732
Essex LLC
Illinois
$491K +$20.2K +300 +4%
PCMF
1733
Private Capital Management (Florida)
Florida
$491K +$281K +4,164 +110%
FA
1734
Fiduciary Alliance
South Carolina
$490K +$535K +7,932 New
FGAM
1735
Financial Gravity Asset Management
Texas
$490K +$534K +7,926 New
PWG
1736
Portside Wealth Group
Utah
$489K -$94.3K -1,398 -15%
IHWM
1737
Iron Horse Wealth Management
Iowa
$489K -$24.3K -360 -4%
WA
1738
WealthTrust Axiom
Pennsylvania
$488K – – –
MFG
1739
Mosaic Financial Group
Illinois
$488K – – –
FCM
1740
Fortis Capital Management
Washington
$488K +$207K +3,066 +63%
CIA
1741
Cladis Investment Advisory
Montana
$486K – – –
TFM
1742
Trademark Financial Management
Minnesota
$485K -$458K -6,786 -46%
CWS
1743
Cypress Wealth Services
California
$484K -$8.09K -120 -2%
PCM
1744
Pointe Capital Management
Michigan
$480K – – –
JWCA
1745
J.W. Coons Advisors
Ohio
$480K – – –
CKAIS
1746
Christensen King & Associates Investment Services
Washington
$479K -$4.05K -60 -0.8%
PWS
1747
Proactive Wealth Strategies
Georgia
$477K +$12.5K +186 +2%
FWA
1748
FSM Wealth Advisors
Ohio
$476K – – –
GPW
1749
Genesis Private Wealth
Virginia
$476K -$2.02K -30 -0.4%
SPWG
1750
Sage Private Wealth Group
Illinois
$475K +$518K +7,686 New
68 69
70
71 72