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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1851
Activest Wealth Management
Florida
$463K +$245K +3,654 +118%
JSW
1852
Journey Strategic Wealth
New Jersey
$460K +$164K +2,436 +57%
WAM
1853
Weatherly Asset Management
California
$460K -$50.8K -756 -10%
TWM
1854
TriaGen Wealth Management
California
$458K – – –
SFG
1855
Snider Financial Group
Washington
$458K +$450K +6,696 New
APW
1856
Austin Private Wealth
Texas
$456K +$73K +1,086 +19%
AAMA
1857
Advanced Asset Management Advisors
Ohio
$456K -$10.9K -162 -2%
CWS
1858
Confluence Wealth Services
Pennsylvania
$455K +$76.2K +1,134 +21%
TWP
1859
Tyche Wealth Partners
Texas
$455K +$6.05K +90 +1%
VPF
1860
Vantage Point Financial
Illinois
$454K +$446K +6,642 New
CWM
1861
Collaborative Wealth Management
Florida
$454K -$1.21K -18 -0.3%
RRWA
1862
Rainey & Randall Wealth Advisors
Florida
$452K +$12.5K +186 +3%
VCM
1863
Vivaldi Capital Management
Illinois
$451K -$8.06K -120 -2%
IWS
1864
Insight Wealth Strategies
California
$450K -$7.25K -108 -2%
JFGLC
1865
Johnson Financial Group LLC (Colorado)
Colorado
$449K – – –
AMBIA
1866
Allen Mooney & Barnes Investment Advisors
Georgia
$449K +$79K +1,176 +22%
JA
1867
JVL Associates
Michigan
$447K – – –
NSIM
1868
North Star Investment Management
Illinois
$446K +$6.45K +96 +1%
SIC
1869
Shoker Investment Counsel
Ohio
$446K – – –
GF
1870
Gries Financial
Ohio
$445K -$27K -402 -6%
ICMM
1871
Integrated Capital Management (Michigan)
Michigan
$445K +$6.85K +102 +2%
FNT
1872
First Nebraska Trust
Nebraska
$445K – – –
TC
1873
Toews Corporation
New Jersey
$443K -$15.3K -228 -3%
WIM
1874
WealthPlan Investment Management
Nebraska
$442K +$434K +6,462 New
NC
1875
NewSquare Capital
Pennsylvania
$442K +$36.7K +546 +9%
73 74
75
76 77