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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2151
Lebenthal Global Advisors
New York
$363K +$27.5K +354 +8%
TPWM
2152
Torrey-Payne Wealth Management
California
$363K -$67.7K -870 -15%
PWM
2153
Platt Wealth Management
California
$362K – – –
ST
2154
Sentinel Trust
Texas
$362K – – –
CMI
2155
Clare Market Investments
Texas
$361K +$386K +4,956 New
SAM
2156
Secure Asset Management
Michigan
$361K +$9.34K +120 +2%
NB
2157
NBT Bank
New York
$361K -$208K -2,670 -35%
HIG
2158
Heritage Investment Group
Florida
$359K – – –
WAG
2159
Wilkerson Advisory Group
Missouri
$358K -$5.6K -72 -1%
BOS
2160
Bank of Stockton
California
$358K – – –
LCM
2161
LVM Capital Management
Michigan
$357K – – –
TA
2162
TrueWealth Advisors
Alabama
$357K -$18.2K -234 -5%
NP
2163
Nilsine Partners
Colorado
$357K +$1.72M +22,056 +615%
JSA
2164
Jim Saulnier & Associates
Colorado
$356K +$150K +1,926 +65%
SIC
2165
Sigma Investment Counselors
Michigan
$356K -$484K -6,216 -56%
TWP
2166
TFO Wealth Partners
Ohio
$356K +$380K +4,884 New
BAM
2167
Bellevue Asset Management
Washington
$354K +$66.3K +852 +21%
LWP
2168
Laurel Wealth Planning
Minnesota
$354K -$83.5K -1,074 -18%
FCIM
2169
Fairview Capital Investment Management
California
$354K -$166K -2,130 -30%
DWM
2170
Ducere Wealth Management
California
$354K -$4.67K -60 -1%
CPC
2171
Consolidated Planning Corp
Georgia
$353K – – –
HR
2172
Howe & Rusling
New York
$353K +$4.2K +54 +1%
DWS
2173
Dynamic Wealth Strategies
California
$353K – – –
TWM
2174
TRB Wealth Management
Texas
$352K +$377K +4,842 New
SCA
2175
St. Clair Advisors
Ohio
$352K – – –
85 86
87
88 89