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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1751
Discipline Wealth Solutions
South Carolina
$850K -$5.13K -61 -0.6%
SRWM
1752
Shira Ridge Wealth Management
California
$850K -$6.48K -77 -0.8%
LBC
1753
Lane Brothers & Co
Arizona
$850K +$505 +6 +0.1%
SCA
1754
Strathmore Capital Advisors
North Carolina
$846K -$4.13M -49,110 -83%
AA
1755
AF Advisors
California
$845K – – –
BFIM
1756
Beese Fulmer Investment Management
Ohio
$844K +$37.4K +445 +5%
SW
1757
SVB Wealth
Massachusetts
$844K -$254K -3,014 -24%
MWM
1758
Maltin Wealth Management
New Jersey
$843K +$1.01K +12 +0.1%
VPF
1759
Vantage Point Financial
Illinois
$837K +$168 +2 +0%
TAFW
1760
Tred Avon Family Wealth
Maryland
$836K – – –
PWG
1761
Portside Wealth Group
Utah
$836K -$232K -2,757 -22%
CL
1762
CLG LLC
California
$836K +$59.7K +710 +8%
CTA
1763
Colonial Trust Advisors
South Carolina
$833K +$2.02K +24 +0.2%
RCM
1764
Raleigh Capital Management
North Carolina
$833K -$47.5K -564 -6%
NAG
1765
Northstar Advisory Group
New Jersey
$831K -$5.05K -60 -0.6%
SWM
1766
Stockman Wealth Management
Montana
$830K +$161K +1,917 +25%
CG
1767
CFO4Life Group
Texas
$830K +$841 +10 +0.1%
MF
1768
Meridian Financial
Massachusetts
$829K -$10.1K -120 -1%
CS
1769
Cannell & Spears
New York
$829K +$1.01K +12 +0.1%
BTWM
1770
Baker Tilly Wealth Management
Wisconsin
$828K -$130K -1,544 -14%
BFO
1771
Boston Family Office
Massachusetts
$827K +$70.8K +841 +10%
AWCI
1772
Alpine Woods Capital Investors
New York
$827K – – –
LIWM
1773
Long Island Wealth Management
New York
$825K -$65.7K -781 -8%
DFC
1774
DBK Financial Counsel
Ohio
$824K -$29.4K -349 -4%
FP
1775
Financial Perspectives
Minnesota
$824K +$11K +131 +1%
69 70
71
72 73