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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
2026
Jarislowsky, Fraser Ltd
Quebec, Canada
$297K +$324K +4,800 New
CMP
2027
Coston McIsaac & Partners
Maine
$296K +$7.69K +114 +2%
RWS
2028
Resolute Wealth Strategies
Mississippi
$295K +$405 +6 +0.1%
IF
2029
IRON Financial
Illinois
$295K +$405 +6 +0.1%
PSFG
2030
Prairie Sky Financial Group
Illinois
$294K – – –
FAI
2031
Fiduciary Advisors Inc
Missouri
$294K +$405 +6 +0.1%
SFG
2032
Sather Financial Group
Texas
$294K – – –
AC
2033
Anson Capital
Georgia
$293K – – –
TWP
2034
Tempus Wealth Planning
California
$292K +$8.09K +120 +3%
AC
2035
AWM Capital
Arizona
$292K +$318K +4,722 New
OWA
2036
Oak Wealth Advisors
Illinois
$290K – – –
CWM
2037
Chesapeake Wealth Management
Virginia
$290K +$48.5K +720 +18%
SGWM
2038
Sterling Group Wealth Management
California
$290K +$4.45K +66 +1%
MWM
2039
MGB Wealth Management
Texas
$289K -$3.39M -50,250 -91%
SXL
2040
Summit X LLC
Missouri
$288K +$315K +4,668 New
WQ
2041
Wealth Quarterback
New Jersey
$288K -$23.9K -354 -7%
CPC
2042
Consolidated Planning Corp
Georgia
$287K – – –
HW
2043
Hamilton Wealth
California
$287K -$119K -1,758 -27%
HR
2044
Howe & Rusling
New York
$286K +$110K +1,638 +55%
TFM
2045
TFC Financial Management
Massachusetts
$286K – – –
WG
2046
Wealth Group
North Carolina
$285K -$8.9K -132 -3%
ST
2047
Sentinel Trust
Texas
$285K – – –
CF
2048
Copperwynd Financial
Arizona
$284K +$78.9K +1,170 +34%
CIA
2049
Cascade Investment Advisors
Oregon
$283K – – –
IIA
2050
Integrity Investment Advisors
Colorado
$283K +$308K +4,572 New
80 81
82
83 84