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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2076
Elevation Wealth Management
Minnesota
$413K -$220K -2,832 -33%
SFGP
2077
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$412K +$202K +2,592 +84%
FPW
2078
Flywheel Private Wealth
California
$411K – – –
DF
2079
Define Financial
California
$411K +$467 +6 +0.1%
OPWM
2080
Oxinas Partners Wealth Management
Indiana
$410K -$45.7K -588 -9%
FWA
2081
FOCUS Wealth Advisors
Texas
$409K – – –
CRA
2082
Clear Retirement Advice
California
$409K -$59.3K -762 -12%
TI
2083
Trexquant Investment
Connecticut
$408K +$4.2K +54 +1%
TF
2084
Theory Financial
Colorado
$408K – – –
MFP
2085
Meridian Financial Partners
Virginia
$408K -$4.67K -60 -1%
GCA
2086
Gallagher Capital Advisors
Texas
$408K -$70K -900 -3%
PWS
2087
Pursuit Wealth Strategies
North Carolina
$408K -$467 -6 -0.1%
BWS
2088
BCR Wealth Strategies
Alabama
$407K +$47.6K +612 +12%
LWM
2089
Lyell Wealth Management
California
$407K +$86.4K +1,110 +25%
IWAO
2090
Independence Wealth Advisors (Ohio)
Ohio
$403K – – –
NS
2091
Northland Securities
Minnesota
$403K -$197K -2,538 -31%
AA
2092
Advisory Advocates
Michigan
$401K +$169K +2,166 +65%
ASCM
2093
Adkins Seale Capital Management
Louisiana
$401K – – –
SFS
2094
Sharp Financial Services
Pennsylvania
$401K +$2.33K +30 +0.5%
MWM
2095
MinichMacGregor Wealth Management
New York
$400K – – –
WCM
2096
WealthBridge Capital Management
Ohio
$400K -$205K -2,634 -32%
UPS
2097
UHLMANN PRICE SECURITIES
Illinois
$399K +$424K +5,448 New
MAM
2098
Mystic Asset Management
Rhode Island
$399K +$12.1K +156 +3%
HPC
2099
Hobart Private Capital
North Carolina
$399K -$2.33K -30 -0.5%
WW
2100
Westshore Wealth
California
$399K -$20.5K -264 -5%
82 83
84
85 86