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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2101
JGP Wealth Management
Oregon
$256K +$6.07K +90 +2%
OL
2102
one8zero8 LLC
North Carolina
$256K -$19.8K -294 -7%
SAMT
2103
Select Asset Management & Trust
Pennsylvania
$256K – – –
TTWM
2104
TCV Trust & Wealth Management
Virginia
$256K – – –
HPIA
2105
Hamilton Point Investment Advisors
North Carolina
$255K +$57.9K +858 +26%
LGWM
2106
Litman Gregory Wealth Management
California
$255K – – –
IA
2107
Intellus Advisors
Florida
$255K – – –
VC
2108
Veracity Capital
Georgia
$255K -$4.86K -72 -2%
MLFP
2109
MPS Loria Financial Planners
Illinois
$254K -$5.26K -78 -2%
RS
2110
Retirement Solution
Washington
$254K +$12.9K +192 +5%
MIM
2111
Marshall Investment Management
Colorado
$254K -$280K -4,158 -50%
LWA
2112
Lineweaver Wealth Advisors
Ohio
$253K +$405 +6 +0.1%
PWA
2113
Phoenix Wealth Advisors
North Carolina
$253K – – –
SHA
2114
Seneca House Advisors
Virginia
$251K – – –
EWA
2115
Etesian Wealth Advisors
Oregon
$251K -$405 -6 -0.1%
LAM
2116
Lifestyle Asset Management
Texas
$251K +$6.88K +102 +3%
MPCL
2117
My Personal CFO LLC
Washington
$250K +$405 +6 +0.1%
LSC
2118
Lesa Sroufe & Co
Washington
$250K +$246K +3,654 New
SMA
2119
Seven Mile Advisory
New Jersey
$250K – – –
LTI
2120
Laffer Tengler Investments
Tennessee
$249K – – –
WFS
2121
WealthGarden F.S.
California
$248K -$22.3K -330 -8%
EFA
2122
Evernest Financial Advisors
Indiana
$248K -$198K -2,934 -42%
GHAM
2123
Gilman Hill Asset Management
Connecticut
$248K +$271K +4,014 New
JPWM
2124
Jamison Private Wealth Management
Georgia
$247K – – –
WLG
2125
Williamson Legacy Group
Indiana
$245K -$42.9K -636 -14%
83 84
85
86 87