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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
2101
Select Asset Management & Trust
Pennsylvania
$302K – – –
HPIA
2102
Hamilton Point Investment Advisors
North Carolina
$302K – – –
MLFP
2103
MPS Loria Financial Planners
Illinois
$301K – – –
PWA
2104
Phoenix Wealth Advisors
North Carolina
$299K – – –
AFA
2105
Alpha Financial Advisors
North Carolina
$298K +$269K +4,080 New
FPL
2106
Fortress Private Ledger
North Carolina
$298K -$29.2K -444 -10%
SHA
2107
Seneca House Advisors
Virginia
$297K – – –
PAA
2108
Peregrine Asset Advisers
Oregon
$297K +$14.2K +216 +6%
EWA
2109
Etesian Wealth Advisors
Oregon
$297K – – –
IA
2110
Intellus Advisors
Florida
$296K -$4.74K -72 -2%
MPCL
2111
My Personal CFO LLC
Washington
$296K – – –
VC
2112
Veracity Capital
Georgia
$296K -$4.74K -72 -2%
SMA
2113
Seven Mile Advisory
New Jersey
$295K – – –
OWA
2114
Oak Wealth Advisors
Illinois
$295K -$43.8K -666 -14%
EFA
2115
Evernest Financial Advisors
Indiana
$294K – – –
GHAM
2116
Gilman Hill Asset Management
Connecticut
$293K – – –
BHWM
2117
Beaird Harris Wealth Management
Texas
$292K -$24.5K -372 -9%
SC
2118
Soundwatch Capital
Connecticut
$292K +$252K +3,828 New
JPWM
2119
Jamison Private Wealth Management
Georgia
$292K – – –
TFM
2120
TFC Financial Management
Massachusetts
$291K -$41.9K -636 -14%
HNWA
2121
Henrickson Nauta Wealth Advisors
Michigan
$290K -$1.58K -24 -0.6%
NLWP
2122
Next Level Wealth Planning
Idaho
$290K -$31.6K -480 -11%
MPW
2123
MGO Private Wealth
California
$289K – – –
SAM
2124
Secure Asset Management
Michigan
$288K +$260K +3,942 New
SHFA
2125
SC&H Financial Advisors
Maryland
$288K +$24.1K +366 +10%
83 84
85
86 87