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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1951
Beacon Wealthcare LLC
North Carolina
$561K -$202K -2,490 -27%
BRPW
1952
Ballast Rock Private Wealth
South Carolina
$559K +$558K +6,876 New
LWMI
1953
Landmark Wealth Management (Illinois)
Illinois
$559K -$35.5K -438 -6%
WG
1954
Welch Group
Alabama
$557K -$15.1K -186 -3%
NGA
1955
Naples Global Advisors
Florida
$557K +$238K +2,928 +75%
KFS
1956
Kelly Financial Services
Massachusetts
$556K -$108K -1,332 -16%
PGA
1957
Portland Global Advisors
Maine
$555K +$201K +2,478 +57%
FFP
1958
FourThought Financial Partners
Florida
$555K +$65.7K +810 +13%
RDWM
1959
Red Door Wealth Management
Tennessee
$553K -$74.5K -918 -12%
PFA
1960
Portland Financial Advisors
New York
$553K – – –
TCM
1961
Twele Capital Management
Minnesota
$552K -$6.33K -78 -1%
AMBIA
1962
Allen Mooney & Barnes Investment Advisors
Georgia
$552K +$18K +222 +3%
NFTC
1963
North Forty Two & Co
Oregon
$550K – – –
MWM
1964
MBE Wealth Management
Wisconsin
$550K -$8.77K -108 -2%
BWP
1965
BSW Wealth Partners
Colorado
$550K -$91.1K -1,122 -14%
WFS
1966
Widmann Financial Services
Maryland
$548K +$48.7K +600 +10%
HA
1967
Hegarty Advisors
New York
$547K +$546K +6,732 New
TWM
1968
TriaGen Wealth Management
California
$544K – – –
CKAIS
1969
Christensen King & Associates Investment Services
Washington
$544K +$43.8K +540 +9%
ICMM
1970
Integrated Capital Management (Michigan)
Michigan
$544K -$8.77K -108 -2%
GC
1971
GFG Capital
Florida
$543K – – –
PC
1972
Payne Capital
Oregon
$541K – – –
BCM
1973
Boreal Capital Management
Florida
$540K – – –
PFA
1974
Pinnacle Family Advisors
Missouri
$539K – – –
WT
1975
Washington Trust
Rhode Island
$539K -$192K -2,370 -26%
77 78
79
80 81