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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1751
Financial Perspectives
Minnesota
$687K – – –
VW
1752
Vance Wealth
California
$686K +$62.5K +804 +9%
WA
1753
WPG Advisers
Maryland
$684K -$26.6K -342 -4%
IAP
1754
Indie Asset Partners
Indiana
$684K +$93.4K +1,200 +15%
XSC
1755
X-Square Capital
Puerto Rico
$684K -$234K -3,012 -24%
LWMT
1756
Legacy Wealth Management (Tennessee)
Tennessee
$683K +$11.7K +150 +2%
GPW
1757
Genesis Private Wealth
Virginia
$682K +$23.3K +300 +3%
EA
1758
Ellsworth Advisors
Ohio
$681K +$934 +12 +0.1%
BFIM
1759
Beese Fulmer Investment Management
Ohio
$681K +$467 +6 +0.1%
BFP
1760
Beacon Financial Planning
Massachusetts
$678K +$318K +4,092 +78%
FBFS
1761
First Business Financial Services
Wisconsin
$677K +$22.4K +288 +3%
AFO
1762
Arrowroot Family Office
California
$677K +$20.5K +264 +3%
CL
1763
CVFG LLC
Indiana
$676K +$722K +9,282 New
GWM
1764
GDS Wealth Management
Texas
$676K +$290K +3,726 +67%
ML
1765
Mayport LLC
Massachusetts
$674K +$464K +5,964 +181%
BCP
1766
Blue Chip Partners
Michigan
$671K +$7K +90 +1%
NCM
1767
Nelson Capital Management
California
$670K – – –
GGS
1768
Galvin Gaustad & Stein
Arizona
$669K -$2.8K -36 -0.4%
JFG
1769
Jefferies Financial Group
New York
$668K +$16.3K +210 +2%
KMWM
1770
Keudell/Morrison Wealth Management
Oregon
$667K -$58.3K -750 -8%
BI
1771
Breachway Investments
Rhode Island
$667K +$467 +6 +0.1%
GCM
1772
Gambit Capital Management
Tennessee
$667K -$2.8K -36 -0.4%
RIA
1773
Rhodes Investment Advisors
Texas
$667K -$1.88M -24,192 -73%
RCM
1774
Richardson Capital Management
Wisconsin
$661K +$481K +6,186 +213%
BMC
1775
Benin Management Corp
Connecticut
$659K +$467 +6 +0.1%
69 70
71
72 73