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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1951
Texas Capital Bank Wealth Management Services
Texas
$254K -$110K -1,776 -31%
CF
1952
Copperwynd Financial
Arizona
$253K -$9.47M -152,808 -97%
MPW
1953
MGO Private Wealth
California
$253K -$6.73M -108,642 -96%
TCWM
1954
Total Clarity Wealth Management
Illinois
$252K -$3.72K -60 -1%
CFSG
1955
Community Financial Services Group
Vermont
$252K – – –
CISOA
1956
Capital Investment Services of America
Wisconsin
$252K +$36.4K +588 +18%
IWM
1957
Integris Wealth Management
California
$251K +$244K +3,930 New
CPSAC
1958
Chas P. Smith & Associates (CPS)
Florida
$251K +$13K +210 +6%
PWS
1959
Physician Wealth Solutions
Nevada
$251K – – –
CFGA
1960
Cambridge Financial Group (Arizona)
Arizona
$250K +$372 +6 +0.2%
PFM
1961
Phillips Financial Management
Indiana
$250K -$7.44K -120 -3%
AFG
1962
ABLE Financial Group
Arizona
$250K +$242K +3,900 New
LAM
1963
Lifestyle Asset Management
Texas
$247K -$1.49K -24 -0.6%
ANBT
1964
American National Bank & Trust
Texas
$247K – – –
LCM
1965
Lazari Capital Management
California
$247K +$2.98K +48 +1%
CA
1966
Crewe Advisors
Utah
$246K +$24.9K +402 +12%
MWM
1967
MinichMacGregor Wealth Management
New York
$246K +$1.86K +30 +0.8%
EIA
1968
Eastover Investment Advisors
North Carolina
$246K +$10.4K +168 +5%
AWAG
1969
ARS Wealth Advisors Group
Florida
$245K -$35K -564 -13%
BSTWA
1970
Blake Schutter Theil Wealth Advisors
Ohio
$245K +$237K +3,822 New
MWM
1971
MY Wealth Management
Maryland
$244K +$236K +3,810 New
PAA
1972
Peregrine Asset Advisers
Oregon
$243K – – –
FWS
1973
FinDec Wealth Services
California
$243K +$235K +3,798 New
PWH
1974
Priebe Wealth Holdings
Minnesota
$243K – – –
AFG
1975
Albion Financial Group
Utah
$243K -$7.07K -114 -3%
77 78
79
80 81