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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
2126
Forbes Financial Planning
Rhode Island
$428K – – –
GWM
2127
Global Wealth Management
New Jersey
$427K +$974 +12 +0.2%
CFG
2128
Carr Financial Group
Massachusetts
$426K – – –
PCM
2129
Princeton Capital Management
New Jersey
$425K +$20.5K +252 +5%
NB
2130
NBT Bank
New York
$425K +$134K +1,656 +28%
BFP
2131
Beacon Financial Planning
Massachusetts
$425K +$487 +6 +0.1%
CA
2132
Capital Advantage
California
$423K -$17.5K -216 -4%
PCTC
2133
Perkins Coie Trust Company
Washington
$422K – – –
4WM
2134
49 Wealth Management
Texas
$422K +$18.5K +228 +5%
GFM
2135
GEN Financial Management
Minnesota
$422K -$1.46K -18 -0.3%
EHAM
2136
Eagle Harbor Asset Management
Washington
$422K – – –
CPW
2137
Cogent Private Wealth
Florida
$420K +$419K +5,166 New
CMP
2138
Coston McIsaac & Partners
Maine
$420K +$1.95K +24 +0.5%
MWP
2139
Meridian Wealth Partners
Pennsylvania
$419K – – –
LSWP
2140
Liberty Square Wealth Partners
Pennsylvania
$418K -$63.8K -786 -13%
TA
2141
TrueWealth Advisors
Alabama
$418K -$54K -666 -11%
FFO
2142
Fiduciary Family Office
Florida
$417K – – –
TMWM
2143
Taylor & Morgan Wealth Management
Michigan
$417K -$14.6K -180 -3%
SP
2144
SmartHarvest Portfolios
Washington
$416K +$415K +5,112 New
EF
2145
Entrust Financial
Pennsylvania
$415K +$414K +5,106 New
CVM
2146
Cheviot Value Management
California
$415K – – –
CCAL
2147
City Center Advisors LLC
Michigan
$415K -$15.6K -192 -4%
SC
2148
Solstein Capital
California
$414K – – –
HPC
2149
HM Payson & Co
Maine
$414K -$44.3K -546 -10%
RCA
2150
Resonant Capital Advisors
Wisconsin
$412K +$411K +5,070 New
84 85
86
87 88