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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1826
Matisse Capital
Oregon
$301K – – –
AWM
1827
Activest Wealth Management
Florida
$301K – – –
PSFG
1828
Prairie Sky Financial Group
Illinois
$299K – – –
KWS
1829
Keystone Wealth Services
California
$299K – – –
PWMG
1830
Private Wealth Management Group
New Jersey
$298K +$131K +2,238 +88%
RWS
1831
Resolute Wealth Strategies
Mississippi
$296K – – –
SFG
1832
Sather Financial Group
Texas
$296K – – –
IF
1833
IRON Financial
Illinois
$296K – – –
FCM
1834
Fortis Capital Management
Washington
$296K -$89.6K -1,536 -24%
EE
1835
EWG Elevate
California
$295K – – –
IIC
1836
Ironwood Investment Counsel
Arizona
$294K -$15.4K -264 -5%
HPC
1837
HM Payson & Co
Maine
$293K +$43.4K +744 +19%
CPC
1838
Consolidated Planning Corp
Georgia
$293K -$14.7K -252 -5%
ST
1839
Sentinel Trust
Texas
$292K – – –
MAWA
1840
Moss Adams Wealth Advisors
Washington
$292K -$6.3K -108 -2%
SIAG
1841
Safeguard Investment Advisory Group
California
$291K +$20.3K +348 +8%
CIG
1842
Cascade Investment Group
Colorado
$291K -$3.5K -60 -1%
SP
1843
Sequent Planning
Nebraska
$288K +$46.9K +804 +21%
TFM
1844
TFC Financial Management
Massachusetts
$288K – – –
TWP
1845
Tempus Wealth Planning
California
$288K +$65.8K +1,128 +32%
MWM
1846
Melfa Wealth Management
Massachusetts
$288K – – –
RW
1847
Rockport Wealth
Ohio
$287K +$1.4K +24 +0.5%
SGWM
1848
Sterling Group Wealth Management
California
$287K +$269K +4,608 New
CIA
1849
Cascade Investment Advisors
Oregon
$286K – – –
RWM
1850
Rockline Wealth Management
New York
$283K +$265K +4,548 New
72 73
74
75 76