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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1776
Matisse Capital
Oregon
$250K -$15.6K -324 -6%
WF
1777
Welch & Forbes
Massachusetts
$250K +$233K +4,824 New
AWM
1778
Activest Wealth Management
Florida
$250K -$9.85K -204 -4%
HAC
1779
Harbor Advisory Corp
New Hampshire
$250K – – –
BFS
1780
Bradley Foster & Sargent
Connecticut
$248K – – –
KWS
1781
Keystone Wealth Services
California
$248K +$231K +4,788 New
KCM
1782
Kanawha Capital Management
Virginia
$248K -$109K -2,250 -32%
SWM
1783
StoneCrest Wealth Management
Arizona
$248K +$231K +4,782 New
TW
1784
TrinityPoint Wealth
Connecticut
$247K -$59.1K -1,224 -20%
CCA
1785
Cobblestone Capital Advisors
New York
$247K -$5.79K -120 -2%
RWS
1786
Resolute Wealth Strategies
Mississippi
$246K +$290 +6 +0.1%
IF
1787
IRON Financial
Illinois
$246K +$579 +12 +0.3%
AWA
1788
Acorn Wealth Advisors
Michigan
$245K +$579 +12 +0.3%
MAM
1789
Milestone Asset Management
Pennsylvania
$245K – – –
NF
1790
Nikulski Financial
Iowa
$244K +$11.6K +240 +5%
RFP
1791
Root Financial Partners
California
$244K +$227K +4,710 New
SIC
1792
Sigma Investment Counselors
Michigan
$243K – – –
RWM
1793
Revisor Wealth Management
Ohio
$243K +$226K +4,692 New
AAS
1794
Asset Allocation Strategies
Michigan
$242K -$88.9K -1,842 -28%
SWM
1795
Soundmark Wealth Management
Washington
$242K – – –
ST
1796
Sentinel Trust
Texas
$242K – – –
UCB
1797
United Community Bank
South Carolina
$242K -$15.9K -330 -7%
DP
1798
Divergent Planning
Maryland
$241K – – –
FBT
1799
First Bank & Trust
South Dakota
$241K – – –
EAM
1800
Empirical Asset Management
Massachusetts
$241K -$2.03K -42 -0.9%
70 71
72
73 74