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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
2076
Oak Harbor Wealth Partners
North Carolina
$61.7K -$10.5K -180 -15%
AIP
2077
Ameritas Investment Partners
Nebraska
$61.2K – – –
BAM
2078
Bellevue Asset Management
Washington
$61.1K – – –
GBT
2079
Grove Bank & Trust
Florida
$59.5K – – –
LFA
2080
Legend Financial Advisors
Pennsylvania
$56.5K +$28K +480 +113%
TCM
2081
Tradewinds Capital Management
Washington
$56.1K – – –
BFP
2082
Briaud Financial Planning
Texas
$56K +$52.5K +900 New
PPA
2083
Painted Porch Advisors
California
$55.7K +$52.1K +894 New
MBFW
2084
Morton Brown Family Wealth
Pennsylvania
$53.4K – – –
PCFFS
2085
Pacific Center for Financial Services
California
$52K – – –
AWM
2086
Avondale Wealth Management
Texas
$49.7K – – –
MMG
2087
Monetary Management Group
Missouri
$48.6K -$7K -120 -13%
PWMA
2088
Pension & Wealth Management Advisors
Massachusetts
$47.6K – – –
OCM
2089
Orion Capital Management
California
$47.5K – – –
MIM
2090
MTM Investment Management
South Carolina
$44.9K -$187K -3,204 -82%
SFC
2091
SYM Financial Corp
Indiana
$44.9K +$11.5K +198 +38%
SCA
2092
Stuart Chaussee & Associates
California
$43.3K – – –
TF
2093
Tompkins Financial
New York
$43K -$13.6K -234 -25%
FFA
2094
Frazier Financial Advisors
Ohio
$41.9K +$39.2K +672 New
TCM
2095
TruNorth Capital Management
Michigan
$38.9K – – –
MSS
2096
Mitchell Sinkler & Starr
Pennsylvania
$38.8K – – –
AFS
2097
Annapolis Financial Services
Maryland
$38.5K – – –
CWM
2098
Compass Wealth Management
Connecticut
$38.5K – – –
CWP
2099
Concord Wealth Partners
Virginia
$38.2K – – –
FDP
2100
Financiere des Professionnels
Quebec, Canada
$38K – – –
82 83
84
85 86