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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2101
Lyell Wealth Management
California
$350K – – –
FFL
2102
Financial Freedom LLC
Ohio
$349K -$44K -576 -12%
LP
2103
LGL Partners
Pennsylvania
$348K – – –
SOWAS
2104
Silver Oak Wealth Advisors Services
California
$348K – – –
PGA
2105
Portland Global Advisors
Maine
$348K – – –
MWM
2106
Melfa Wealth Management
Massachusetts
$348K – – –
JTWM
2107
Jackson Thornton Wealth Management
Alabama
$347K +$5.5K +72 +2%
PP
2108
Pacifica Partners
Canada
$347K -$30.7K -402 -9%
CWMS
2109
Cannon Wealth Management Services
North Carolina
$346K – – –
LFWA
2110
LBJ Family Wealth Advisors
Texas
$346K – – –
MCM
2111
Maple Capital Management
Vermont
$346K +$6.88K +90 +2%
CCT
2112
Capital City Trust
Florida
$345K +$46.3K +606 +16%
RWP
2113
Ridgecrest Wealth Partners
California
$344K +$35.8K +468 +12%
AWM
2114
Atticus Wealth Management
Florida
$343K -$20.6K -270 -6%
GWM
2115
GK Wealth Management
Nevada
$343K +$327K +4,284 New
BLC
2116
Brown, Lisle/Cummings
Rhode Island
$342K – – –
FCMA
2117
Foresight Capital Management Advisors
Michigan
$342K – – –
TCBWMS
2118
Texas Capital Bank Wealth Management Services
Texas
$342K +$6.42K +84 +2%
HT
2119
Heritage Trust
Oklahoma
$342K – – –
GIM
2120
Goelzer Investment Management
Indiana
$341K +$326K +4,260 New
EIA
2121
Eastover Investment Advisors
North Carolina
$339K -$45.4K -594 -12%
WQ
2122
Wealth Quarterback
New Jersey
$339K -$32.1K -420 -9%
IIA
2123
Integrity Investment Advisors
Colorado
$339K – – –
SF
2124
Seek First
California
$339K +$458 +6 +0.1%
JJBC
2125
James J. Burns & Company
New York
$338K -$27.5K -360 -8%
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85
86 87