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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1751
Raffa Wealth Management
District of Columbia
$39.3K -$16.4K -378 -31%
MWM
1752
Mascoma Wealth Management
New Hampshire
$39.2K – – –
BBPWM
1753
Blue Bell Private Wealth Management
Pennsylvania
$39K +$35.9K +828 New
SFG
1754
Steward Financial Group
Texas
$38K +$35.1K +810 New
GWSA
1755
Global Wealth Strategies & Associates
Colorado
$37.6K – – –
MIM
1756
MTM Investment Management
South Carolina
$36.5K – – –
GM
1757
GeoWealth Management
Illinois
$35K +$31.7K +732 New
MBFW
1758
Morton Brown Family Wealth
Pennsylvania
$34.5K – – –
MIH
1759
Meitav Investment House
Israel
$34K +$31.5K +726 New
WAS
1760
Winch Advisory Services
Wisconsin
$34K – – –
JWM
1761
Janiczek Wealth Management
Colorado
$33.1K – – –
TSW
1762
Thompson Siegel & Walmsley
Virginia
$33K – – –
CWM
1763
Compass Wealth Management
Connecticut
$29.1K – – –
GBT
1764
Grove Bank & Trust
Florida
$28.3K – – –
SN
1765
Sittner & Nelson
Oregon
$28.3K – – –
RMC
1766
Resources Management Corp
Connecticut
$28K -$71.3K -1,644 -73%
NECFA
1767
New England Capital Financial Advisors
Connecticut
$27K – – –
BCM
1768
Bourgeon Capital Management
Connecticut
$26.4K – – –
AFS
1769
Annapolis Financial Services
Maryland
$26.3K – – –
BWP
1770
Baldwin Wealth Partners
Massachusetts
$26.3K – – –
NRG
1771
Nemes Rush Group
Michigan
$24.6K +$22.6K +522 New
UIA
1772
Ulland Investment Advisors
Minnesota
$24K – – –
FDCC
1773
Foster Dykema Cabot & Co
Massachusetts
$24K +$22.1K +510 New
AC
1774
AlphaCore Capital
California
$21.5K +$19.8K +456 New
EWM
1775
Endurance Wealth Management
Rhode Island
$21K – – –
69 70
71
72 73