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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
Twele Capital Management
Minnesota
$515K -$8.69K -132 -2%
BWP
1802
Balboa Wealth Partners
Arizona
$512K +$223K +3,384 +93%
HW
1803
HORAN Wealth
Ohio
$512K +$462K +7,014 New
FMN
1804
Financial Management Network
California
$511K – – –
FCIM
1805
Fairview Capital Investment Management
California
$511K – – –
LPT
1806
Legacy Private Trust
Wisconsin
$511K – – –
SPWG
1807
Syntegra Private Wealth Group
Missouri
$510K – – –
SWM
1808
StoneCrest Wealth Management
Arizona
$509K +$59.3K +900 +15%
MWM
1809
MBE Wealth Management
Wisconsin
$508K -$6.71K -102 -1%
TPA
1810
Trivium Point Advisory
Connecticut
$507K -$122K -1,848 -21%
AUIM
1811
Aegon USA Investment Management
Iowa
$505K – – –
SG
1812
Sharper & Granite
California
$505K -$331K -5,034 -42%
BCM
1813
Boreal Capital Management
Florida
$504K +$454K +6,894 New
ATI
1814
ARK & TLK Investments
Oklahoma
$500K -$17K -258 -4%
FFA
1815
First Foundation Advisors
California
$498K -$220K -3,336 -33%
PFA
1816
Portland Financial Advisors
New York
$497K – – –
PWG
1817
Portside Wealth Group
Utah
$496K -$74.7K -1,134 -14%
NFTC
1818
North Forty Two & Co
Oregon
$494K – – –
LMKC
1819
L.M. Kohn & Company
Ohio
$494K -$132K -1,998 -23%
VPF
1820
Vantage Point Financial
Illinois
$492K +$2.77K +42 +0.6%
WAM
1821
Weatherly Asset Management
California
$492K – – –
AAMA
1822
Advanced Asset Management Advisors
Ohio
$490K +$3.95K +60 +0.9%
AWA
1823
Amplius Wealth Advisors
Pennsylvania
$490K +$15K +228 +4%
TWM
1824
TriaGen Wealth Management
California
$489K – – –
GC
1825
GFG Capital
Florida
$488K -$24.1K -366 -5%
71 72
73
74 75