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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2126
MGO Private Wealth
California
$244K – – –
NGA
2127
Naples Global Advisors
Florida
$244K +$2.02K +30 +0.8%
TCBWMS
2128
Texas Capital Bank Wealth Management Services
Texas
$244K -$18.2K -270 -6%
RWM
2129
Rockline Wealth Management
New York
$243K +$4.05K +60 +2%
FWP
2130
Forefront Wealth Partners
Texas
$243K +$265K +3,936 New
NB
2131
NBT Bank
New York
$242K +$182K +2,700 +222%
UB
2132
Umpqua Bank
Oregon
$242K +$264K +3,912 New
TAM
2133
Tucker Asset Management
Colorado
$241K -$228K -3,384 -46%
MA
2134
Maxele Advisors
Missouri
$241K -$13.3K -198 -5%
WAN
2135
Wealth Advisors Northwest
Oregon
$240K +$261K +3,876 New
RH
2136
RFG Holdings
Texas
$239K +$1.62K +24 +0.6%
OPA
2137
Old Port Advisors
Maine
$239K -$214K -3,174 -45%
CPC
2138
Cookson Peirce & Co
Pennsylvania
$239K +$43.7K +648 +20%
PWM
2139
PTM Wealth Management
United States
$239K +$293K +4,344 New
PAA
2140
Peregrine Asset Advisers
Oregon
$238K +$11.7K +174 +5%
GWM
2141
GSB Wealth Management
Connecticut
$238K -$38K -564 -13%
PWM
2142
Power Wealth Management
Georgia
$237K -$29.1K -432 -10%
AFG
2143
ABLE Financial Group
Arizona
$237K -$4.45K -66 -2%
BLC
2144
Brown, Lisle/Cummings
Rhode Island
$237K – – –
PWMG
2145
Private Wealth Management Group
New Jersey
$237K +$87K +1,290 +51%
PWS
2146
Physician Wealth Solutions
Nevada
$236K – – –
SCM
2147
Saxony Capital Management
Missouri
$235K -$166K -2,466 -39%
HNWA
2148
Henrickson Nauta Wealth Advisors
Michigan
$235K – – –
PWH
2149
Priebe Wealth Holdings
Minnesota
$235K – – –
DWM
2150
DecisionMap Wealth Management
Virginia
$235K +$34.8K +516 +16%
84 85
86
87 88