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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2076
Belleair Asset Management
Florida
$462K +$462K +5,688 New
FA
2077
FSA Advisors
Michigan
$462K +$461K +5,682 New
SFSG
2078
Sound Financial Strategies Group
Mississippi
$462K +$1.95K +24 +0.4%
FPW
2079
Flywheel Private Wealth
California
$459K – – –
DF
2080
Define Financial
California
$459K +$974 +12 +0.2%
FWA
2081
FOCUS Wealth Advisors
Texas
$457K – – –
PWS
2082
Pursuit Wealth Strategies
North Carolina
$456K +$455K +5,604 New
PWM
2083
Praetorian Wealth Management
California
$456K – – –
TF
2084
Theory Financial
Colorado
$455K – – –
APW
2085
Austin Private Wealth
Texas
$454K -$12.7K -156 -3%
TI
2086
Trexquant Investment
Connecticut
$452K -$22.9K -282 -5%
GWM
2087
GDS Wealth Management
Texas
$452K +$451K +5,556 New
FCCM
2088
First City Capital Management
Georgia
$451K -$28.2K -348 -6%
MIM
2089
Marshall Investment Management
Colorado
$451K -$7.3K -90 -2%
JWM
2090
JHP Wealth Management
Colorado
$450K +$449K +5,538 New
PSP
2091
Pacific Sage Partners
Washington
$450K – – –
IWAO
2092
Independence Wealth Advisors (Ohio)
Ohio
$450K +$449K +5,532 New
SBWIC
2093
Schaper Benz & Wise Investment Counsel
Wisconsin
$450K +$3.9K +48 +0.9%
RWS
2094
Resolute Wealth Strategies
Mississippi
$449K +$11.7K +144 +3%
HFS
2095
Hantz Financial Services
Michigan
$449K +$20K +246 +5%
HPC
2096
Hobart Private Capital
North Carolina
$448K -$3.41K -42 -0.8%
ASCM
2097
Adkins Seale Capital Management
Louisiana
$448K +$447K +5,508 New
MWM
2098
MinichMacGregor Wealth Management
New York
$447K +$29.2K +360 +7%
TFO
2099
Tarbox Family Office
California
$445K – – –
SFS
2100
Sharp Financial Services
Pennsylvania
$445K -$33.1K -408 -7%
82 83
84
85 86