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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2251
Oak Asset Management
California
$226K – – –
MPW
2252
Magnolia Private Wealth
Pennsylvania
$226K +$222K +3,306 New
FFG
2253
Frisch Financial Group
New York
$226K – – –
MM
2254
Morangie Management
Florida
$226K +$222K +3,300 New
JWBC
2255
J.W. Burns & Co
New York
$225K – – –
CG
2256
Corundum Group
Colorado
$225K +$806 +12 +0.4%
SCM
2257
Stonehearth Capital Management
Massachusetts
$225K -$12.9K -192 -6%
SIA
2258
Summit Investment Advisors
Maryland
$225K +$212K +3,162 New
FG
2259
Fairman Group
Pennsylvania
$225K – – –
DJYG
2260
David J. Yvars Group
Florida
$225K – – –
DWM
2261
DecisionMap Wealth Management
Virginia
$225K +$220K +3,282 New
HPIA
2262
Hamilton Point Investment Advisors
North Carolina
$224K +$39.5K +588 +22%
IPAM
2263
Investment Partners Asset Management
New Jersey
$223K – – –
AW
2264
Alaethes Wealth
Nevada
$222K – – –
MIA
2265
MeadowBrook Investment Advisors
Michigan
$222K +$4.43K +66 +2%
LI
2266
LVZ Inc
Michigan
$222K +$218K +3,240 New
TIM
2267
Tortoise Investment Management
New York
$221K – – –
CPC
2268
Cookson Peirce & Co
Pennsylvania
$220K – – –
FW
2269
FullCircle Wealth
Texas
$220K +$208K +3,090 New
WMN
2270
Wealth Management Nebraska
Nebraska
$219K +$215K +3,204 New
CFA
2271
Capstone Financial Advisors
Illinois
$218K +$214K +3,192 New
MKC
2272
M. Kraus & Co
Vermont
$218K +$214K +3,192 New
CA
2273
Carson Advisory
Georgia
$218K -$8.06K -120 -4%
PFWA
2274
Paces Ferry Wealth Advisors
Georgia
$218K +$214K +3,180 New
BA
2275
Baugh & Associates
Georgia
$217K +$91.5K +1,362 +43%
89 90
91
92 93