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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMA
1901
Foresight Capital Management Advisors
Michigan
$216K +$207K +3,762 New
MAV
1902
Mason & Associates (Virginia)
Virginia
$216K +$207K +3,762 New
SC
1903
SouthState Corp
Florida
$214K +$152K +2,766 +285%
HWMA
1904
Heritage Wealth Management (Arizona)
Arizona
$214K -$19.1K -348 -9%
HIM
1905
Harbour Investment Management
Washington
$214K +$205K +3,732 New
LGWM
1906
Litman Gregory Wealth Management
California
$214K +$205K +3,726 New
ECAM
1907
East Coast Asset Management
Massachusetts
$214K +$205K +3,726 New
HNWA
1908
Henrickson Nauta Wealth Advisors
Michigan
$213K -$377K -6,864 -65%
BAM
1909
Brave Asset Management
New Jersey
$213K +$204K +3,708 New
WAS
1910
Winch Advisory Services
Wisconsin
$213K +$66.6K +1,212 +49%
APS
1911
American Planning Services
Florida
$212K +$203K +3,696 New
JPLA
1912
Joseph P. Lucia & Associates
New York
$212K +$203K +3,690 New
OCM
1913
Osterweis Capital Management
California
$211K – – –
SGI
1914
Summit Global Investments
Utah
$211K +$203K +3,684 New
LSC
1915
Lesa Sroufe & Co
Washington
$210K +$201K +3,654 New
SIS
1916
Sound Income Strategies
Florida
$210K +$50.2K +912 +33%
HFBOT
1917
Home Federal Bank of Tennessee
Tennessee
$210K +$201K +3,654 New
TMWM
1918
Taylor & Morgan Wealth Management
Michigan
$209K +$201K +3,648 New
VFG
1919
Valley Financial Group
Pennsylvania
$209K +$200K +3,642 New
FNA
1920
First National Advisers
Nebraska
$209K +$200K +3,636 New
EIA
1921
Eastover Investment Advisors
North Carolina
$208K +$200K +3,630 New
CWM
1922
Calamos Wealth Management
Illinois
$208K +$199K +3,624 New
AC
1923
Addison Capital
Pennsylvania
$207K +$198K +3,606 New
IF
1924
Integrity Financial
Wyoming
$207K – – –
BTWM
1925
Brass Tax Wealth Management
Ohio
$206K +$198K +3,594 New
75 76
77
78 79