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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1751
Keystone Wealth Services
California
$541K +$403 +6 +0.1%
WA
1752
WealthTrust Axiom
Pennsylvania
$541K +$111K +1,656 +27%
MFG
1753
Mosaic Financial Group
Illinois
$540K – – –
FF
1754
Farrell Financial
New York
$539K +$18.1K +270 +4%
GC
1755
Gilbert & Cook
Iowa
$538K -$111K -1,650 -17%
CIA
1756
Cladis Investment Advisory
Montana
$538K -$2.02K -30 -0.4%
4A
1757
4Wealth Advisors
Illinois
$535K +$526K +7,824 New
SWM
1758
Stockman Wealth Management
Montana
$535K +$47.6K +708 +10%
GFG
1759
Goldstone Financial Group
Illinois
$534K +$213K +3,174 +68%
CCM
1760
Carlson Capital Management
Minnesota
$532K – – –
PCM
1761
Pointe Capital Management
Michigan
$532K -$28.6K -426 -5%
SF
1762
Slagle Financial
Illinois
$531K – – –
JWCA
1763
J.W. Coons Advisors
Ohio
$531K -$38.3K -570 -7%
TWG
1764
The Wealth Group
Minnesota
$529K -$41.5K -618 -7%
GPW
1765
Genesis Private Wealth
Virginia
$529K +$520K +7,734 New
MIM
1766
Marshall Investment Management
Colorado
$529K +$555K +8,268 New
GFM
1767
GEN Financial Management
Minnesota
$527K +$518K +7,710 New
FWA
1768
FSM Wealth Advisors
Ohio
$527K +$8.46K +126 +2%
LMKC
1769
L.M. Kohn & Company
Ohio
$527K +$21.4K +318 +4%
WF
1770
Welch & Forbes
Massachusetts
$525K -$13.7K -204 -3%
CKAIS
1771
Christensen King & Associates Investment Services
Washington
$525K – – –
ACM
1772
Allred Capital Management
Texas
$525K -$16.5K -246 -3%
EL
1773
Essex LLC
Illinois
$523K -$101K -1,500 -16%
PWM
1774
Parkshore Wealth Management
California
$522K +$513K +7,638 New
CFS
1775
Coordinated Financial Services
Colorado
$522K +$513K +7,638 New
69 70
71
72 73