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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2301
Howe & Rusling
New York
$204K -$97.5K -1,452 -33%
RG
2302
Rathbones Group
United Kingdom
$204K +$201K +2,988 New
OWM
2303
OneAscent Wealth Management
Alabama
$204K +$200K +2,982 New
TNA
2304
True North Advisors
Texas
$204K -$116K -1,728 -37%
LIA
2305
LBMC Investment Advisors
Tennessee
$204K +$200K +2,982 New
MCM
2306
Mengis Capital Management
Oregon
$204K +$200K +2,982 New
CA
2307
CV Advisors
Florida
$203K +$199K +2,964 New
AMM
2308
American Money Management
California
$202K -$90.3K -1,344 -31%
TPW
2309
Tiller Private Wealth
Pennsylvania
$202K +$198K +2,952 New
BWP
2310
Burling Wealth Partners
Illinois
$200K +$197K +2,928 New
CIA
2311
Cape Investment Advisory
Georgia
$199K +$164K +2,436 +514%
EWM
2312
EPG Wealth Management
Georgia
$197K -$223K -3,318 -54%
OC
2313
Oarsman Capital
Wisconsin
$196K +$77.8K +1,158 +68%
RS
2314
Rakuten Securities
Japan
$196K +$53.2K +792 +38%
T
2315
Tidemark
California
$194K +$9.67K +144 +5%
SIC
2316
SJS Investment Consulting
Ohio
$192K -$1.21K -18 -0.6%
AP
2317
Atwood & Palmer
Missouri
$189K – – –
WW
2318
Winnow Wealth
Texas
$189K +$186K +2,766 New
SNB
2319
Security National Bank
Nebraska
$185K – – –
SFGP
2320
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$181K +$178K +2,652 New
HNW
2321
High Note Wealth
Minnesota
$180K +$177K +2,634 New
LWA
2322
Lowe Wealth Advisors
Maryland
$176K – – –
ANBT
2323
American National Bank & Trust
Texas
$175K -$87.1K -1,296 -34%
PWMG
2324
Private Wealth Management Group
New Jersey
$174K – – –
MCA
2325
Maryland Capital Advisors
Maryland
$173K – – –
91 92
93
94 95