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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1901
Pacific Sage Partners
Washington
$370K – – –
HFS
1902
Horizon Financial Services
North Carolina
$370K – – –
VF
1903
Vawter Financial
Ohio
$368K +$60.3K +894 +18%
IWM
1904
Integris Wealth Management
California
$367K – – –
WFS
1905
Weitzel Financial Services
Iowa
$367K +$10.9K +162 +3%
RWM
1906
Riverbend Wealth Management
South Carolina
$367K – – –
CWMGP
1907
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$366K +$405 +6 +0.1%
AA
1908
Apriem Advisors
California
$366K +$51.8K +768 +15%
TWP
1909
Triad Wealth Partners
Kansas
$366K -$28.3K -420 -7%
NC
1910
NewSquare Capital
Pennsylvania
$366K -$36.8K -546 -8%
GCM
1911
Gallacher Capital Management
Colorado
$365K +$2.43K +36 +0.6%
TA
1912
TrueWealth Advisors
Alabama
$364K -$163K -2,412 -29%
B
1913
Bailard
California
$362K – – –
FBC
1914
Fairfield, Bush & Co
Connecticut
$361K -$23.1K -342 -6%
LK
1915
Lumbard & Kellner
New Hampshire
$360K – – –
BBA
1916
Braun-Bostich & Associates
Pennsylvania
$360K – – –
JWM
1917
JPL Wealth Management
Colorado
$359K -$27.5K -408 -7%
GFG
1918
Goldstone Financial Group
Illinois
$356K -$138K -2,052 -26%
SFSG
1919
Sound Financial Strategies Group
Mississippi
$356K +$134K +1,980 +52%
CFIA
1920
Cantor Fitzgerald Investment Advisors
New York
$355K +$92.2K +1,368 +31%
SGA
1921
Sustainable Growth Advisers
Connecticut
$353K +$42.5K +630 +12%
4WM
1922
49 Wealth Management
Texas
$353K +$38.8K +576 +11%
VCM
1923
Vivaldi Capital Management
Illinois
$351K -$59.1K -876 -13%
LWP
1924
Laurel Wealth Planning
Minnesota
$351K – – –
AGWCA
1925
Annis Gardner Whiting Capital Advisors
Florida
$350K +$6.47K +96 +2%
75 76
77
78 79