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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
2051
Investment Partners Asset Management
New Jersey
$208K +$202K +3,258 New
1SB
2052
1ST Source Bank
Indiana
$208K – – –
SFP
2053
Sweet Financial Partners
Minnesota
$208K +$202K +3,252 New
MFG
2054
Monte Financial Group
Connecticut
$208K +$201K +3,246 New
AW
2055
Alaethes Wealth
Nevada
$207K +$201K +3,240 New
TIM
2056
Tortoise Investment Management
New York
$207K – – –
LFA
2057
Legacy Financial Advisors
Kentucky
$207K +$200K +3,234 New
CPC
2058
Cookson Peirce & Co
Pennsylvania
$206K – – –
PGAM
2059
Princeton Global Asset Management
New Jersey
$205K -$130K -2,094 -39%
IC
2060
Inscription Capital
Texas
$205K +$198K +3,198 New
AC
2061
Addison Capital
Pennsylvania
$204K +$198K +3,192 New
CICC
2062
Capital Investment Counsel (Colorado)
Colorado
$204K -$152K -2,448 -43%
MIA
2063
MeadowBrook Investment Advisors
Michigan
$203K -$32.6M -525,444 -99%
BA
2064
Baugh & Associates
Georgia
$203K +$196K +3,168 New
CWM
2065
Core Wealth Management
Florida
$202K – – –
ECM
2066
Exchange Capital Management
Michigan
$202K -$74K -1,194 -27%
ESBC
2067
E.S. Barr & Co
Kentucky
$202K +$195K +3,150 New
IA
2068
Inspire Advisors
Idaho
$202K -$11.9K -192 -6%
LIS
2069
Legacy Investment Solutions
Idaho
$201K +$183K +2,952 New
LWMI
2070
Legacy Wealth Management (Idaho)
Idaho
$201K +$183K +2,952 New
LF
2071
Lee Financial
Texas
$200K +$194K +3,132 New
AHIA
2072
Andrew Hill Investment Advisors
Florida
$200K +$194K +3,126 New
TPI
2073
Trust Point Inc
Wisconsin
$200K +$194K +3,126 New
AWM
2074
Activest Wealth Management
Florida
$199K -$106K -1,716 -36%
PCWA
2075
Pacific Capital Wealth Advisors
California
$195K – – –
81 82
83
84 85