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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2051
Napier Financial
Massachusetts
$521K +$56.4K +670 +12%
RWM
2052
Riverbend Wealth Management
South Carolina
$519K -$4.96K -59 -1%
PFA
2053
Pinnacle Family Advisors
Missouri
$519K -$50.5K -600 -9%
PWM
2054
Praetorian Wealth Management
California
$519K +$35.6K +423 +8%
FFP
2055
FourThought Financial Partners
Florida
$518K – – –
WPW
2056
Warther Private Wealth
Ohio
$517K -$127K -1,512 -20%
OBWA
2057
Oak Barrel Wealth Advisory
Virginia
$517K +$505K +5,997 New
BFS
2058
Burkett Financial Services
South Carolina
$515K -$142K -1,685 -22%
CWMGP
2059
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$514K +$757 +9 +0.2%
SPG
2060
Strategic Planning Group
Utah
$513K +$505 +6 +0.1%
MAM
2061
McLaughlin Asset Management
Illinois
$513K – – –
MDA
2062
Minot DeBlois Advisors
Massachusetts
$513K -$15.7K -186 -3%
TTWM
2063
TCV Trust & Wealth Management
Virginia
$512K +$4.54K +54 +0.9%
CCFCSB
2064
Cape Cod Five Cents Savings Bank
Massachusetts
$512K +$500K +5,940 New
HFS
2065
Horizon Financial Services
North Carolina
$511K +$6.82K +81 +1%
HP
2066
Haven Private
Florida
$510K -$5.89K -70 -1%
MWM
2067
MOR Wealth Management
Pennsylvania
$510K – – –
WCM
2068
WealthBridge Capital Management
Ohio
$508K +$34.2K +407 +7%
TI
2069
tru Independence
Oregon
$507K +$421 +5 +0.1%
BM
2070
Berman McAleer
Maryland
$507K – – –
XT
2071
XTX Topco
Cayman Islands
$505K -$4.49M -53,375 -90%
MIM
2072
Marshall Investment Management
Colorado
$504K -$133K -1,578 -21%
TAM
2073
Townsend Asset Management
North Carolina
$503K -$45K -535 -8%
MWM
2074
MinichMacGregor Wealth Management
New York
$502K +$28K +333 +6%
FMP
2075
Financial Management Professionals
Texas
$502K +$490K +5,822 New
81 82
83
84 85