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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1901
Valtinson Bruner Financial Planning
Minnesota
$217K +$208K +3,780 New
FCMA
1902
Foresight Capital Management Advisors
Michigan
$216K +$207K +3,762 New
MAV
1903
Mason & Associates (Virginia)
Virginia
$216K +$207K +3,762 New
SC
1904
SouthState Corp
Florida
$214K +$152K +2,766 +285%
HWMA
1905
Heritage Wealth Management (Arizona)
Arizona
$214K -$19.1K -348 -9%
HIM
1906
Harbour Investment Management
Washington
$214K +$205K +3,732 New
LGWM
1907
Litman Gregory Wealth Management
California
$214K +$205K +3,726 New
ECAM
1908
East Coast Asset Management
Massachusetts
$214K +$205K +3,726 New
HNWA
1909
Henrickson Nauta Wealth Advisors
Michigan
$213K -$377K -6,864 -65%
BAM
1910
Brave Asset Management
New Jersey
$213K +$204K +3,708 New
WAS
1911
Winch Advisory Services
Wisconsin
$213K +$66.6K +1,212 +49%
APS
1912
American Planning Services
Florida
$212K +$203K +3,696 New
JPLA
1913
Joseph P. Lucia & Associates
New York
$212K +$203K +3,690 New
OCM
1914
Osterweis Capital Management
California
$211K – – –
SGI
1915
Summit Global Investments
Utah
$211K +$203K +3,684 New
LSC
1916
Lesa Sroufe & Co
Washington
$210K +$201K +3,654 New
SIS
1917
Sound Income Strategies
Florida
$210K +$50.2K +912 +33%
HFBOT
1918
Home Federal Bank of Tennessee
Tennessee
$210K +$201K +3,654 New
TMWM
1919
Taylor & Morgan Wealth Management
Michigan
$209K +$201K +3,648 New
VFG
1920
Valley Financial Group
Pennsylvania
$209K +$200K +3,642 New
FNA
1921
First National Advisers
Nebraska
$209K +$200K +3,636 New
EIA
1922
Eastover Investment Advisors
North Carolina
$208K +$200K +3,630 New
CWM
1923
Calamos Wealth Management
Illinois
$208K +$199K +3,624 New
AC
1924
Addison Capital
Pennsylvania
$207K +$198K +3,606 New
IF
1925
Integrity Financial
Wyoming
$207K – – –
75 76
77
78 79