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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2276
Traphagen Investment Advisors
New Jersey
$218K +$196K +2,982 New
WAM
2277
Worth Asset Management
Texas
$217K -$5.32M -80,790 -96%
APW
2278
Axim Planning & Wealth
Ohio
$217K +$196K +2,976 New
HCMT
2279
Highland Capital Management (Tennessee)
Tennessee
$217K -$31.6K -480 -14%
AFG
2280
Albion Financial Group
Utah
$217K – – –
OHWP
2281
Oak Harbor Wealth Partners
North Carolina
$217K +$130K +1,974 +199%
CA
2282
CV Advisors
Florida
$217K +$195K +2,964 New
AC
2283
Annandale Capital
Texas
$215K +$194K +2,940 New
FBT
2284
First Bank & Trust
South Dakota
$215K +$194K +2,940 New
RG
2285
Rathbones Group
United Kingdom
$215K +$194K +2,940 New
CCP
2286
Carmel Capital Partners
California
$214K +$193K +2,934 New
MCM
2287
Mengis Capital Management
Oregon
$214K +$192K +2,922 New
SIC
2288
SJS Investment Consulting
Ohio
$214K +$7.9K +120 +4%
PA
2289
Parkside Advisors
California
$213K +$192K +2,916 New
GSIAS
2290
Garden State Investment Advisory Services
New Jersey
$213K +$192K +2,910 New
LKBC
2291
L.K. Benson & Company
Maryland
$213K -$56.1K -852 -23%
WWM
2292
Whalen Wealth Management
Nevada
$212K +$191K +2,904 New
WCM
2293
Wellington Capital Management
Maryland
$212K +$191K +2,904 New
AWP
2294
Astra Wealth Partners
New Jersey
$211K +$190K +2,886 New
HTIM
2295
Harbour Trust & Investment Management
Indiana
$210K +$190K +2,880 New
OFA
2296
Oak Family Advisors
Illinois
$210K +$190K +2,880 New
FW
2297
FullCircle Wealth
Texas
$210K +$183K +2,772 New
RF
2298
Roxbury Financial
New Jersey
$209K +$19.4K +294 +11%
EWM
2299
EPG Wealth Management
Georgia
$209K -$1.19K -18 -0.6%
RAS
2300
RPS Advisory Solutions
Kentucky
$208K +$188K +2,850 New
90 91
92
93 94