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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1951
Integrated Financial Solutions
Virginia
$606K -$103K -1,230 -15%
FMN
1952
Financial Management Network
California
$605K -$3.96K -47 -0.7%
RCA
1953
Rose Capital Advisors
Florida
$605K +$591K +7,022 New
MSWM
1954
McGlone Suttner Wealth Management
Wisconsin
$600K -$14K -166 -2%
TFM
1955
Trademark Financial Management
Minnesota
$599K -$46.6K -554 -7%
MSG
1956
Main Street Group
Virginia
$598K – – –
TC
1957
Truvestments Capital
Florida
$595K +$304K +3,610 New
RDWM
1958
Red Door Wealth Management
Tennessee
$595K +$168 +2 +0%
BWL
1959
Beacon Wealthcare LLC
North Carolina
$594K – – –
LPT
1960
Legacy Private Trust
Wisconsin
$594K -$8.41K -100 -1%
BRPW
1961
Ballast Rock Private Wealth
South Carolina
$592K +$168 +2 +0%
APA
1962
Astoria Portfolio Advisors
New York
$592K +$579K +6,876 New
PGA
1963
Portland Global Advisors
Maine
$590K – – –
B
1964
Bailard
California
$588K +$421 +5 +0.1%
LIA
1965
LBMC Investment Advisors
Tennessee
$588K +$306K +3,635 +114%
TP
1966
Tranquility Partners
Tennessee
$587K +$176K +2,093 +44%
I
1967
INVST
Indiana
$586K +$54.4K +647 +11%
LA
1968
LexAurum Advisors
Kansas
$585K -$112K -1,335 -16%
AZ
1969
Alpha Zero
Florida
$584K +$568K +6,749 New
BWP
1970
BSW Wealth Partners
Colorado
$583K +$337 +4 +0.1%
NFTC
1971
North Forty Two & Co
Oregon
$583K +$252 +3 +0%
FDDB
1972
Fidelity D&D Bancorp
Pennsylvania
$581K – – –
WFS
1973
Widmann Financial Services
Maryland
$580K – – –
PI
1974
Pachira Investments
California
$580K -$21.9K -260 -4%
MWM
1975
MBE Wealth Management
Wisconsin
$579K -$2.78K -33 -0.5%
77 78
79
80 81