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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WLG
2076
Williamson Legacy Group
Indiana
$314K -$201K -2,994 -39%
CIA
2077
Cascade Investment Advisors
Oregon
$314K – – –
HFS
2078
Hantz Financial Services
Michigan
$312K -$39.5K -588 -11%
MAM
2079
Mystic Asset Management
Rhode Island
$312K +$75K +1,116 +32%
APG
2080
Abacus Planning Group
South Carolina
$310K – – –
TWM
2081
Trevian Wealth Management
Massachusetts
$309K – – –
IP
2082
Investment Partners
Ohio
$308K +$403 +6 +0.1%
EE
2083
EWG Elevate
California
$307K +$16.5K +246 +6%
NF
2084
Nikulski Financial
Iowa
$306K -$48.4K -720 -14%
JFG
2085
JDM Financial Group
Texas
$305K – – –
PGA
2086
Portland Global Advisors
Maine
$305K – – –
OL
2087
one8zero8 LLC
North Carolina
$304K +$298K +4,440 New
DFC
2088
DBK Financial Counsel
Ohio
$303K – – –
SWM
2089
SilverOak Wealth Management
Minnesota
$302K – – –
SW
2090
Schulz Wealth
Texas
$302K +$297K +4,422 New
GWM
2091
GSB Wealth Management
Connecticut
$302K -$63.7K -948 -18%
GI
2092
Gradient Investments
Minnesota
$302K -$23K -342 -7%
FCMA
2093
Foresight Capital Management Advisors
Michigan
$302K – – –
C
2094
Croban
Ohio
$302K +$296K +4,410 New
VWM
2095
Vermillion Wealth Management
Minnesota
$301K +$296K +4,404 New
SIC
2096
Sigma Investment Counselors
Michigan
$301K – – –
CFIA
2097
Cantor Fitzgerald Investment Advisors
New York
$299K – – –
CWMS
2098
Cannon Wealth Management Services
North Carolina
$299K -$71.3K -1,062 -20%
BHWM
2099
Beaird Harris Wealth Management
Texas
$299K – – –
PPH
2100
Pure Portfolios Holdings
Oregon
$299K -$10.1K -150 -3%
82 83
84
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