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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1926
First Interstate Bank
Montana
$268K +$46.1K +744 +22%
LP
1927
LGL Partners
Pennsylvania
$268K +$744 +12 +0.3%
RRA
1928
Round Rock Advisors
Connecticut
$268K – – –
SAMT
1929
Select Asset Management & Trust
Pennsylvania
$265K -$486K -7,842 -65%
TTWM
1930
TCV Trust & Wealth Management
Virginia
$265K -$135K -2,172 -34%
EC
1931
Eaton-Cambridge
Arizona
$265K – – –
MP
1932
McDonald Partners
Ohio
$265K +$13K +210 +5%
PCS
1933
Personal CFO Solutions
New Jersey
$264K +$30.1K +486 +13%
IF
1934
Integrity Financial
Wyoming
$264K +$32.4K +522 +14%
LGWM
1935
Litman Gregory Wealth Management
California
$264K – – –
4WM
1936
49 Wealth Management
Texas
$263K +$255K +4,110 New
TW
1937
TrinityPoint Wealth
Connecticut
$263K -$5.21K -84 -2%
PWA
1938
Phoenix Wealth Advisors
North Carolina
$261K -$247K -3,990 -49%
AWM
1939
Abound Wealth Management
Tennessee
$261K – – –
CHAM
1940
Clear Harbor Asset Management
Connecticut
$261K – – –
HNWA
1941
Henrickson Nauta Wealth Advisors
Michigan
$261K -$242K -3,912 -49%
SHA
1942
Seneca House Advisors
Virginia
$260K – – –
MPCL
1943
My Personal CFO LLC
Washington
$258K -$7.07K -114 -3%
PCMF
1944
Private Capital Management (Florida)
Florida
$257K -$7.44K -120 -3%
BWP
1945
BSW Wealth Partners
Colorado
$256K -$21.2K -342 -8%
CB
1946
Cadence Bank
Mississippi
$256K +$248K +3,996 New
PJWM
1947
Philip James Wealth Mangement
Georgia
$256K – – –
VP
1948
Verum Partners
North Carolina
$255K +$372 +6 +0.2%
JPWM
1949
Jamison Private Wealth Management
Georgia
$255K +$53.9K +870 +28%
SMA
1950
Seven Mile Advisory
New Jersey
$255K +$247K +3,978 New
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78
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