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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2276
Lyell Wealth Management
California
$216K -$259K -3,858 -55%
MEG
2277
Millstone Evans Group
Colorado
$216K +$212K +3,156 New
TWM
2278
Topsail Wealth Management
North Carolina
$214K +$210K +3,132 New
FWM
2279
FSR Wealth Management
Illinois
$214K +$210K +3,126 New
AHIA
2280
Andrew Hill Investment Advisors
Florida
$214K – – –
TPI
2281
Trust Point Inc
Wisconsin
$214K – – –
CWA
2282
Centerline Wealth Advisors
Kentucky
$213K +$210K +3,120 New
CCM
2283
Crew Capital Management
Ohio
$213K +$210K +3,120 New
IAP
2284
Indie Asset Partners
Indiana
$213K +$210K +3,120 New
SPAS
2285
Spectrum Planning & Advisory Services
California
$213K +$209K +3,114 New
CFSG
2286
Community Financial Services Group
Vermont
$213K -$55.2K -822 -21%
WA
2287
Waddell & Associates
Tennessee
$212K +$209K +3,108 New
ASBI
2288
American State Bank (Iowa)
Iowa
$212K +$208K +3,102 New
AF
2289
Arrow Financial
New York
$212K -$16.1K -240 -7%
DWA
2290
Delap Wealth Advisory
Oregon
$212K +$208K +3,096 New
PGF
2291
Plan Group Financial
Oklahoma
$211K -$23.8K -354 -10%
FDS
2292
Freedom Day Solutions
Texas
$210K +$207K +3,078 New
PCWA
2293
Pacific Capital Wealth Advisors
California
$209K – – –
KAM
2294
Kraft Asset Management
Tennessee
$207K +$202K +3,000 New
WPA
2295
West Paces Advisors
Georgia
$206K – – –
AGP
2296
Autumn Glory Partners
Texas
$205K +$202K +3,000 New
UIM
2297
Unified Investment Management
Georgia
$205K +$202K +3,000 New
ML
2298
Mayport LLC
Massachusetts
$205K +$201K +2,994 New
HR
2299
Howe & Rusling
New York
$204K -$97.5K -1,452 -33%
RG
2300
Rathbones Group
United Kingdom
$204K +$201K +2,988 New
90 91
92
93 94