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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2176
First Interstate Bank
Montana
$352K +$64.4K +828 +21%
HWA
2177
Heritage Wealth Advisors
Virginia
$351K – – –
SI
2178
Stonekeep Investments
New Mexico
$351K – – –
SHFA
2179
SC&H Financial Advisors
Maryland
$350K – – –
CFO
2180
Colony Family Offices
North Carolina
$350K – – –
BVP
2181
Bristlecone Value Partners
California
$350K +$374K +4,812 New
DFG
2182
Dynamic Financial Group
Iowa
$350K +$2.8K +36 +0.8%
CW
2183
Cedarwood Wealth
Colorado
$350K -$126K -1,614 -25%
CNBOF
2184
City National Bank of Florida
Florida
$349K +$141K +1,812 +61%
SWM
2185
StoneCrest Wealth Management
Arizona
$349K -$134K -1,728 -26%
RCA
2186
Resonant Capital Advisors
Wisconsin
$348K -$22.4K -288 -6%
IF
2187
IRON Financial
Illinois
$348K – – –
AAMA
2188
Advanced Asset Management Advisors
Ohio
$347K +$11.2K +144 +3%
GWM
2189
Global Wealth Management
New Jersey
$347K -$37.8K -486 -9%
JSW
2190
Journey Strategic Wealth
New Jersey
$347K -$39.7K -510 -10%
KIC
2191
Kensington Investment Counsel
California
$346K +$370K +4,758 New
WDL
2192
Well Done LLC
Michigan
$346K -$10.3K -132 -3%
TP
2193
Tranquility Partners
Tennessee
$344K +$21.9K +282 +6%
SIAG
2194
Safeguard Investment Advisory Group
California
$343K +$4.2K +54 +1%
TC
2195
TFR Capital
Texas
$342K -$50.9K -654 -12%
FIT
2196
Financially in Tune
Massachusetts
$341K +$128K +1,644 +54%
CA
2197
Chatterton & Associates
California
$338K +$344K +4,416 New
APG
2198
Abacus Planning Group
South Carolina
$338K – – –
CWM
2199
Chesapeake Wealth Management
Virginia
$336K +$1.4K +18 +0.4%
AC
2200
Anson Capital
Georgia
$336K +$934 +12 +0.3%
86 87
88
89 90