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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
2076
TCV Trust & Wealth Management
Virginia
$512K +$4.54K +54 +0.9%
CCFCSB
2077
Cape Cod Five Cents Savings Bank
Massachusetts
$512K +$500K +5,940 New
HFS
2078
Horizon Financial Services
North Carolina
$511K +$6.82K +81 +1%
HP
2079
Haven Private
Florida
$510K -$5.89K -70 -1%
MWM
2080
MOR Wealth Management
Pennsylvania
$510K – – –
WCM
2081
WealthBridge Capital Management
Ohio
$508K +$34.2K +407 +7%
TI
2082
tru Independence
Oregon
$507K +$421 +5 +0.1%
BM
2083
Berman McAleer
Maryland
$507K – – –
XT
2084
XTX Topco
Cayman Islands
$505K -$4.49M -53,375 -90%
MIM
2085
Marshall Investment Management
Colorado
$504K -$133K -1,578 -21%
TAM
2086
Townsend Asset Management
North Carolina
$503K -$45K -535 -8%
MWM
2087
MinichMacGregor Wealth Management
New York
$502K +$28K +333 +6%
FMP
2088
Financial Management Professionals
Texas
$502K +$490K +5,822 New
BBA
2089
Braun-Bostich & Associates
Pennsylvania
$501K – – –
SWM
2090
Selective Wealth Management
Virginia
$500K -$2.47M -29,345 -83%
BCM
2091
Boreal Capital Management
Florida
$499K – – –
PWM
2092
Penobscot Wealth Management
Maine
$499K -$9.34K -111 -2%
AWA
2093
Amplius Wealth Advisors
Pennsylvania
$498K -$14K -166 -3%
SC
2094
Schiavi & Co
Delaware
$498K +$50K +594 +11%
FDCDDQ
2095
Federation des caisses Desjardins du Quebec
Quebec, Canada
$496K +$1.51K +18 +0.3%
CP
2096
Creekside Partners
California
$496K -$5.64K -67 -1%
WFS
2097
Weitzel Financial Services
Iowa
$495K -$4.04K -48 -0.8%
WA
2098
WealthTrust Axiom
Pennsylvania
$495K +$3.03K +36 +0.6%
CWM
2099
Chesapeake Wealth Management
Virginia
$494K +$94K +1,117 +24%
CPW
2100
Cogent Private Wealth
Florida
$493K +$49.5K +588 +11%
82 83
84
85 86