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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1751
Milestone Asset Management
Pennsylvania
$348K +$54.6K +936 +20%
APW
1752
Austin Private Wealth
Texas
$348K – – –
MWA
1753
Midland Wealth Advisors
Illinois
$347K +$11.9K +204 +4%
CWP
1754
Corepath Wealth Partners
Arizona
$347K +$43.7K +750 +16%
YWS
1755
Yarger Wealth Strategies
Ohio
$347K +$94.5K +1,620 +41%
PWG
1756
Portside Wealth Group
Utah
$346K +$10.8K +186 +3%
AA
1757
Apriem Advisors
California
$345K +$5.6K +96 +2%
WCF
1758
West Coast Financial
California
$344K -$10.5K -180 -3%
S
1759
Sunpointe
Missouri
$343K +$321K +5,496 New
WFS
1760
Weitzel Financial Services
Iowa
$343K +$319K +5,466 New
LMKC
1761
L.M. Kohn & Company
Ohio
$342K -$21.3K -366 -6%
TI
1762
tru Independence
Oregon
$341K -$45.5K -780 -12%
OPA
1763
Old Port Advisors
Maine
$340K -$35.7K -612 -10%
IGWM
1764
ICA Group Wealth Management
Colorado
$339K -$4.79M -82,068 -94%
CS
1765
Capital Square
Tennessee
$339K +$314K +5,388 New
MBT
1766
Montecito Bank & Trust
California
$338K – – –
FFP
1767
FourThought Financial Partners
Florida
$338K +$15.4K +264 +5%
WG
1768
Wealth Group
North Carolina
$338K -$14K -240 -4%
UFA
1769
US Financial Advisors
Massachusetts
$337K -$5.95K -102 -2%
SC
1770
Schiavi & Co
Delaware
$337K – – –
GA
1771
Greenspring Advisors
Maryland
$337K – – –
CTA
1772
Camelot Technology Advisors
California
$337K – – –
PGA
1773
Portland Global Advisors
Maine
$336K – – –
MGWA
1774
Monument Group Wealth Advisors
Massachusetts
$335K – – –
NRC
1775
New Republic Capital
North Carolina
$333K – – –
69 70
71
72 73