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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1826
Private Client Services
Kentucky
$559K -$73.4K -960 -12%
LPT
1827
Legacy Private Trust
Wisconsin
$559K – – –
SPWG
1828
Syntegra Private Wealth Group
Missouri
$558K – – –
SWM
1829
StoneCrest Wealth Management
Arizona
$557K – – –
PWG
1830
Portside Wealth Group
Utah
$557K +$13.8K +180 +3%
SWM
1831
SilverOak Wealth Management
Minnesota
$554K +$192K +2,514 +57%
SG
1832
Sharper & Granite
California
$553K – – –
MWM
1833
MBE Wealth Management
Wisconsin
$550K -$5.96K -78 -1%
VCM
1834
Vivaldi Capital Management
Illinois
$549K +$91.2K +1,194 +21%
TCM
1835
Twele Capital Management
Minnesota
$549K -$13.8K -180 -3%
RS
1836
Retirement Solution
Washington
$548K +$41.3K +540 +9%
ATI
1837
ARK & TLK Investments
Oklahoma
$548K +$917 +12 +0.2%
PFA
1838
Portland Financial Advisors
New York
$544K – – –
RFN
1839
RDA Financial Network
Iowa
$543K -$220K -2,880 -30%
CIS
1840
Continental Investors Services
Washington
$543K -$26.6K -348 -5%
MPI
1841
Mairs & Power Inc
Minnesota
$541K +$417K +5,454 +77%
NFTC
1842
North Forty Two & Co
Oregon
$541K – – –
MAV
1843
Mason & Associates (Virginia)
Virginia
$540K – – –
WA
1844
Westfuller Advisors
New York
$538K -$33K -432 -6%
AAMA
1845
Advanced Asset Management Advisors
Ohio
$537K +$1.83K +24 +0.4%
DP
1846
Denver PWM
Colorado
$537K – – –
TWM
1847
TriaGen Wealth Management
California
$535K – – –
GC
1848
GFG Capital
Florida
$534K – – –
WMWM
1849
Whitaker-Myers Wealth Managers
Ohio
$534K -$567K -7,416 -53%
PC
1850
Payne Capital
Oregon
$531K +$508K +6,648 New
72 73
74
75 76