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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2226
Gutierrez Wealth Advisory
Arkansas
$328K +$129K +1,662 +59%
RWP
2227
Ridgecrest Wealth Partners
California
$327K +$4.67K +60 +1%
IIC
2228
Ironwood Investment Counsel
Arizona
$327K -$8.87K -114 -2%
FWMP
2229
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$327K – – –
TFM
2230
TFC Financial Management
Massachusetts
$327K +$84.5K +1,086 +32%
MC
2231
Matisse Capital
Oregon
$326K – – –
NHT
2232
New Hampshire Trust
New Hampshire
$326K – – –
ACP
2233
Aviance Capital Partners
Florida
$325K – – –
UB
2234
Umpqua Bank
Oregon
$325K +$51.3K +660 +17%
TBT
2235
Texas Bank & Trust
Texas
$325K +$348K +4,470 New
MCM
2236
McDonough Capital Management
Florida
$325K – – –
IWA
2237
Independent Wealth Advisors
North Carolina
$325K +$467 +6 +0.1%
C
2238
Croban
Ohio
$325K – – –
AWAG
2239
ARS Wealth Advisors Group
Florida
$323K -$137K -1,758 -28%
SAM
2240
Sagewood Asset Management
New York
$323K – – –
AWM
2241
Activest Wealth Management
Florida
$323K -$12.6K -162 -4%
AWA
2242
Adapt Wealth Advisors
Georgia
$322K -$2.33K -30 -0.7%
JSA
2243
Jacobson & Schmitt Advisors
Wisconsin
$322K – – –
WWMSC
2244
Wagner Wealth Management (South Carolina)
South Carolina
$321K – – –
E
2245
EntreWealth
Texas
$321K -$520K -6,678 -60%
PIWA
2246
Prevail Innovative Wealth Advisors
Kansas
$321K +$14.9K +192 +5%
CWWM
2247
Clear Wave Wealth Management
New Jersey
$321K +$343K +4,404 New
JJBC
2248
James J. Burns & Company
New York
$320K -$5.13K -66 -1%
CWM
2249
Copia Wealth Management
Oregon
$320K -$115K -1,476 -25%
FFL
2250
Financial Freedom LLC
Ohio
$318K +$467 +6 +0.1%
88 89
90
91 92