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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1951
Cheviot Value Management
California
$389K -$9.88K -150 -3%
SWP
1952
Significant Wealth Partners
Illinois
$389K +$350K +5,322 New
WTFG
1953
Wells Trecaso Financial Group
Ohio
$388K +$9.09K +138 +3%
GWM
1954
Global Wealth Management
New Jersey
$388K -$74.7K -1,134 -18%
JSW
1955
Journey Strategic Wealth
New Jersey
$387K -$15.8K -240 -4%
MGWA
1956
Monument Group Wealth Advisors
Massachusetts
$387K -$214K -3,258 -38%
STA
1957
Smith Thornton Advisors
Alabama
$386K – – –
MFP
1958
Meridian Financial Partners
Virginia
$385K +$57.3K +870 +20%
DAC
1959
Dividend Assets Capital
South Carolina
$385K +$7.11K +108 +2%
FFP
1960
Forbes Financial Planning
Rhode Island
$384K -$61.6K -936 -15%
FFG
1961
Fortress Financial Group
Minnesota
$384K – – –
CCFCSB
1962
Cape Cod Five Cents Savings Bank
Massachusetts
$384K – – –
CHAM
1963
Clear Harbor Asset Management
Connecticut
$383K -$61.2K -930 -15%
CFG
1964
Carr Financial Group
Massachusetts
$383K – – –
CFO
1965
Colony Family Offices
North Carolina
$382K – – –
KCM
1966
Kanawha Capital Management
Virginia
$382K -$16.2K -246 -4%
HFS
1967
Hantz Financial Services
Michigan
$382K -$11.5K -174 -3%
MWA
1968
Moser Wealth Advisors
Washington
$382K – – –
BFP
1969
Beacon Financial Planning
Massachusetts
$380K – – –
MW
1970
Marks Wealth
Maryland
$380K +$342K +5,202 New
CIG
1971
Cascade Investment Group
Colorado
$380K – – –
PCTC
1972
Perkins Coie Trust Company
Washington
$380K -$2.37K -36 -0.7%
TC
1973
Truvestments Capital
Florida
$378K – – –
MWM
1974
MinichMacGregor Wealth Management
New York
$375K -$18.2K -276 -5%
FFO
1975
Fiduciary Family Office
Florida
$375K – – –
77 78
79
80 81