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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
2276
Client 1st Advisory Group
Florida
$338K – – –
LWAM
2277
Legacy Wealth Asset Management
Minnesota
$338K – – –
RWM
2278
Rockline Wealth Management
New York
$338K +$4.87K +60 +1%
OC
2279
Opal Capital
Florida
$337K +$347K +4,278 New
SAMT
2280
Select Asset Management & Trust
Pennsylvania
$337K – – –
MP
2281
McDonald Partners
Ohio
$336K -$30.7K -378 -8%
MLFP
2282
MPS Loria Financial Planners
Illinois
$336K +$487 +6 +0.1%
MPI
2283
Mairs & Power Inc
Minnesota
$336K -$681K -8,394 -67%
CFO
2284
Callan Family Office
Pennsylvania
$335K +$335K +4,122 New
PWA
2285
Phoenix Wealth Advisors
North Carolina
$332K – – –
WFS
2286
WealthGarden F.S.
California
$331K – – –
SWM
2287
Selby Wealth Management
California
$331K +$330K +4,068 New
MAWA
2288
Moss Adams Wealth Advisors
Washington
$330K -$28.2K -348 -8%
SFG
2289
Snider Financial Group
Washington
$330K -$197K -2,424 -37%
SPWM
2290
Straight Path Wealth Management
Michigan
$330K +$329K +4,056 New
MPCL
2291
My Personal CFO LLC
Washington
$329K -$82.8K -1,020 -20%
CIP
2292
Capital Insight Partners
Arizona
$328K +$328K +4,038 New
OWA
2293
Oak Wealth Advisors
Illinois
$328K – – –
MW
2294
Members Wealth
Pennsylvania
$327K -$34.6K -426 -10%
TCBWMS
2295
Texas Capital Bank Wealth Management Services
Texas
$327K -$20.9K -258 -6%
CMP
2296
Christine Messmer PC
Pennsylvania
$327K +$326K +4,020 New
BAM
2297
Bellevue Asset Management
Washington
$327K +$228K +2,814 +235%
GHAM
2298
Gilman Hill Asset Management
Connecticut
$326K – – –
WAG
2299
Wheelhouse Advisory Group
Missouri
$326K +$322K +3,972 New
GAFA
2300
Garton & Associates Financial Advisors
Kentucky
$326K +$325K +4,008 New
90 91
92
93 94