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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCC
1726
Flower City Capital
New York
$591K -$56.1K -852 -10%
GI
1727
Gradient Investments
Minnesota
$588K +$160K +2,436 +43%
CWS
1728
Cypress Wealth Services
California
$588K +$14.2K +216 +3%
GM
1729
GeoWealth Management
Illinois
$587K -$120K -1,824 -18%
UWS
1730
Unique Wealth Strategies
Illinois
$587K -$246K -3,738 -32%
ACM
1731
Allred Capital Management
Texas
$586K +$23.7K +360 +5%
WWC
1732
Waypoint Wealth Counsel
Georgia
$586K +$54.9K +834 +12%
CGFA
1733
Colton Groome Financial Advisors
North Carolina
$586K -$1.19K -18 -0.2%
CLA
1734
Carnegie Lake Advisors
New Jersey
$584K +$79.8K +1,212 +18%
FF
1735
Farrell Financial
New York
$582K -$790 -12 -0.2%
PCS
1736
Private Client Services
Kentucky
$581K -$117K -1,776 -18%
EL
1737
Essex LLC
Illinois
$581K – – –
AP
1738
Appleton Partners
Massachusetts
$580K -$4.34K -66 -0.8%
NSIM
1739
North Star Investment Management
Illinois
$580K +$87.7K +1,332 +20%
FCM
1740
Fortis Capital Management
Washington
$577K – – –
MFG
1741
Mosaic Financial Group
Illinois
$576K – – –
PWS
1742
Proactive Wealth Strategies
Georgia
$576K +$11.1K +168 +2%
BWP
1743
BSW Wealth Partners
Colorado
$576K -$7.9K -120 -2%
CIA
1744
Cladis Investment Advisory
Montana
$574K – – –
BAMG
1745
Brand Asset Management Group
Missouri
$574K +$198K +3,000 +62%
EI
1746
Ellevest Inc
New York
$573K -$3.07M -46,686 -86%
FFA
1747
Fragasso Financial Advisors
Pennsylvania
$573K +$80.6K +1,224 +19%
FSA
1748
Financial Security Advisor
Virginia
$571K +$182K +2,766 +55%
PCM
1749
Pointe Capital Management
Michigan
$568K – – –
WCM
1750
WealthBridge Capital Management
Ohio
$568K +$47.8K +726 +10%
68 69
70
71 72