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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1926
Brass Tax Wealth Management
Ohio
$206K +$198K +3,594 New
FFB
1927
First Financial Bankshares
Texas
$206K +$198K +3,594 New
CM
1928
Columbus Macro
Pennsylvania
$206K +$197K +3,588 New
GIM
1929
Goelzer Investment Management
Indiana
$206K +$197K +3,588 New
PIM
1930
Parker Investment Management
California
$206K +$197K +3,588 New
SHFA
1931
SC&H Financial Advisors
Maryland
$205K +$196K +3,570 New
AIM
1932
ARK Investment Management
Florida
$205K +$164K +2,988 +513%
WFC
1933
Western Financial Corp
California
$204K +$196K +3,564 New
FHB
1934
First Hawaiian Bank
Hawaii
$204K +$196K +3,558 New
ACA
1935
Atlas Capital Advisors
Wyoming
$204K +$33K +600 +20%
PCS
1936
Personal CFO Solutions
New Jersey
$203K +$195K +3,540 New
SRA
1937
Secured Retirement Advisors
Minnesota
$203K +$194K +3,534 New
HWP
1938
Hibernia Wealth Partners
Louisiana
$202K +$194K +3,522 New
SC
1939
Stephenson & Company
California
$201K -$21.4K -390 -10%
ORC
1940
O'Rourke & Company
Massachusetts
$201K +$193K +3,504 New
TWP
1941
Tempus Wealth Planning
California
$200K +$192K +3,492 New
OWM
1942
OneAscent Wealth Management
Alabama
$200K +$192K +3,486 New
TIM
1943
Tortoise Investment Management
New York
$192K – – –
WB
1944
Webster Bank
Connecticut
$192K – – –
AF
1945
Arrow Financial
New York
$191K – – –
GM
1946
GeoWealth Management
Illinois
$184K -$538K -9,792 -75%
HR
1947
Howe & Rusling
New York
$180K -$69.6K -1,266 -29%
JPWM
1948
Jamison Private Wealth Management
Georgia
$179K – – –
CPG
1949
Custom Portfolio Group
Colorado
$172K – – –
MPWT
1950
MassMutual Private Wealth & Trust
Connecticut
$167K +$98K +1,782 +158%
76 77
78
79 80