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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1776
Werba Rubin Papier Wealth Management
California
$251K – – –
MC
1777
Matisse Capital
Oregon
$250K -$15.6K -324 -6%
WF
1778
Welch & Forbes
Massachusetts
$250K +$233K +4,824 New
AWM
1779
Activest Wealth Management
Florida
$250K -$9.85K -204 -4%
HAC
1780
Harbor Advisory Corp
New Hampshire
$250K – – –
BFS
1781
Bradley Foster & Sargent
Connecticut
$248K – – –
KWS
1782
Keystone Wealth Services
California
$248K +$231K +4,788 New
KCM
1783
Kanawha Capital Management
Virginia
$248K -$109K -2,250 -32%
SWM
1784
StoneCrest Wealth Management
Arizona
$248K +$231K +4,782 New
TW
1785
TrinityPoint Wealth
Connecticut
$247K -$59.1K -1,224 -20%
CCA
1786
Cobblestone Capital Advisors
New York
$247K -$5.79K -120 -2%
RWS
1787
Resolute Wealth Strategies
Mississippi
$246K +$290 +6 +0.1%
IF
1788
IRON Financial
Illinois
$246K +$579 +12 +0.3%
AWA
1789
Acorn Wealth Advisors
Michigan
$245K +$579 +12 +0.3%
MAM
1790
Milestone Asset Management
Pennsylvania
$245K – – –
NF
1791
Nikulski Financial
Iowa
$244K +$11.6K +240 +5%
RFP
1792
Root Financial Partners
California
$244K +$227K +4,710 New
SIC
1793
Sigma Investment Counselors
Michigan
$243K – – –
RWM
1794
Revisor Wealth Management
Ohio
$243K +$226K +4,692 New
AAS
1795
Asset Allocation Strategies
Michigan
$242K -$88.9K -1,842 -28%
SWM
1796
Soundmark Wealth Management
Washington
$242K – – –
ST
1797
Sentinel Trust
Texas
$242K – – –
UCB
1798
United Community Bank
South Carolina
$242K -$15.9K -330 -7%
DP
1799
Divergent Planning
Maryland
$241K – – –
FBT
1800
First Bank & Trust
South Dakota
$241K – – –
70 71
72
73 74