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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1901
Beacon Financial Strategies
North Carolina
$433K -$40.3K -612 -9%
TTWM
1902
TCV Trust & Wealth Management
Virginia
$430K +$115K +1,746 +42%
WDL
1903
Well Done LLC
Michigan
$430K -$256K -3,882 -40%
NWMG
1904
National Wealth Management Group
Ohio
$430K -$153K -2,322 -28%
SFS
1905
Sharp Financial Services
Pennsylvania
$430K -$48.6K -738 -11%
TA
1906
TrueWealth Advisors
Alabama
$429K -$1.19K -18 -0.3%
B
1907
Bailard
California
$427K – – –
MWM
1908
MGB Wealth Management
Texas
$427K +$76.6K +1,164 +25%
PFA
1909
Petra Financial Advisors
Colorado
$426K -$102K -1,554 -21%
BBA
1910
Braun-Bostich & Associates
Pennsylvania
$425K – – –
TF
1911
Theory Financial
Colorado
$425K – – –
XF
1912
XML Financial
Maryland
$424K -$20.5K -312 -5%
FWIA
1913
Fort Washington Investment Advisors
Ohio
$424K -$12.2K -186 -3%
MTIC
1914
Missouri Trust & Investment Company
Missouri
$423K +$30.8K +468 +9%
SBWIC
1915
Schaper Benz & Wise Investment Counsel
Wisconsin
$423K +$381K +5,790 New
TI
1916
tru Independence
Oregon
$422K +$15.8K +240 +4%
AGWCA
1917
Annis Gardner Whiting Capital Advisors
Florida
$419K +$4.34K +66 +1%
SIC
1918
Sigma Investment Counselors
Michigan
$419K +$7.11K +108 +2%
MWA
1919
Midland Wealth Advisors
Illinois
$417K +$95.2K +1,446 +34%
FLP
1920
Financial Life Planners
Arizona
$415K -$46.6K -708 -11%
VCM
1921
Vivaldi Capital Management
Illinois
$415K – – –
FPW
1922
Flywheel Private Wealth
California
$413K – – –
PSCM
1923
Per Stirling Capital Management
Texas
$412K – – –
WW
1924
Westshore Wealth
California
$411K – – –
DF
1925
Define Financial
California
$411K – – –
75 76
77
78 79