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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1926
Mosaic Financial Group
Illinois
$519K – – –
FSA
1927
Financial Security Advisor
Virginia
$515K -$55.5K -714 -9%
VAM
1928
Verity Asset Management
North Carolina
$515K -$179K -2,298 -25%
BRIA
1929
Balanced Rock Investment Advisors
Massachusetts
$515K +$2.8K +36 +0.5%
HHGA
1930
Halbert Hargrove Global Advisors
California
$513K -$35K -450 -6%
HW
1931
Hamilton Wealth
California
$512K -$39.2K -504 -7%
AA
1932
Ascent Advisors
Minnesota
$512K +$547K +7,032 New
PI
1933
Pachira Investments
California
$509K +$3.73K +48 +0.7%
LPT
1934
Legacy Private Trust
Wisconsin
$509K – – –
FIM
1935
Freedom Investment Management
Connecticut
$508K -$237K -3,042 -30%
MSG
1936
Main Street Group
Virginia
$505K -$166K -2,136 -24%
SG
1937
Sharper & Granite
California
$504K – – –
RDWM
1938
Red Door Wealth Management
Tennessee
$503K +$7.93K +102 +1%
BWL
1939
Beacon Wealthcare LLC
North Carolina
$502K – – –
LWMI
1940
Landmark Wealth Management (Illinois)
Illinois
$501K +$934 +12 +0.2%
WWC
1941
Waypoint Wealth Counsel
Georgia
$501K -$85.9K -1,104 -14%
BRPW
1942
Ballast Rock Private Wealth
South Carolina
$501K – – –
JWM
1943
JGP Wealth Management
Oregon
$501K +$22.9K +294 +4%
PGA
1944
Portland Global Advisors
Maine
$498K +$1.4K +18 +0.3%
B
1945
Bailard
California
$497K +$76.1K +978 +17%
ICMM
1946
Integrated Capital Management (Michigan)
Michigan
$496K +$9.8K +126 +2%
TCM
1947
Twele Capital Management
Minnesota
$494K – – –
NFTC
1948
North Forty Two & Co
Oregon
$493K – – –
BWP
1949
BSW Wealth Partners
Colorado
$493K +$467 +6 +0.1%
MWM
1950
MBE Wealth Management
Wisconsin
$492K -$934 -12 -0.2%
76 77
78
79 80