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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2051
Colony Family Offices
North Carolina
$385K -$31.6K -414 -8%
AW
2052
Alaethes Wealth
Nevada
$385K – – –
LF
2053
Lee Financial
Texas
$385K +$368K +4,812 New
WC
2054
Waterloo Capital
Texas
$384K +$458 +6 +0.1%
CCFCSB
2055
Cape Cod Five Cents Savings Bank
Massachusetts
$384K – – –
HFA
2056
High Falls Advisors
New York
$383K -$138K -1,800 -27%
IF
2057
IRON Financial
Illinois
$382K +$458 +6 +0.1%
SCM
2058
Saxony Capital Management
Missouri
$379K -$458 -6 -0.1%
AC
2059
Anson Capital
Georgia
$378K – – –
SFG
2060
Sather Financial Group
Texas
$378K -$1.83K -24 -0.5%
VP
2061
Verum Partners
North Carolina
$377K +$10.5K +138 +3%
WP
2062
WealthPLAN Partners
Nebraska
$377K +$11K +144 +3%
LCWP
2063
Legacy Capital Wealth Partners
Arkansas
$373K +$357K +4,668 New
SIAG
2064
Safeguard Investment Advisory Group
California
$372K +$7.34K +96 +2%
BW
2065
Balance Wealth
Ohio
$369K +$353K +4,620 New
RW
2066
Rockport Wealth
Ohio
$369K – – –
CWM
2067
Chesapeake Wealth Management
Virginia
$368K – – –
RWM
2068
Revisor Wealth Management
Ohio
$366K +$345K +4,518 New
FPL
2069
Fortress Private Ledger
North Carolina
$365K +$37.6K +492 +12%
DBRC
2070
D.B. Root & Company
Pennsylvania
$364K -$40.3K -528 -10%
HR
2071
Howe & Rusling
New York
$364K -$1.83K -24 -0.5%
ST
2072
Sentinel Trust
Texas
$364K – – –
ESB
2073
Essex Savings Bank
Connecticut
$364K – – –
IP
2074
Investment Partners
Ohio
$363K +$2.29K +30 +0.7%
JWBC
2075
J.W. Burns & Co
New York
$363K – – –
81 82
83
84 85