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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2301
Penney Financial
Texas
$249K +$238K +3,114 New
CFSG
2302
Community Financial Services Group
Vermont
$249K – – –
DWA
2303
Delap Wealth Advisory
Oregon
$249K – – –
ASBI
2304
American State Bank (Iowa)
Iowa
$248K – – –
OFG
2305
Omega Financial Group
California
$247K +$236K +3,090 New
OPA
2306
Old Port Advisors
Maine
$246K -$37.6K -492 -14%
IWM
2307
Iams Wealth Management
Nebraska
$246K +$6.42K +84 +3%
PFO
2308
PMG Family Office
Texas
$246K +$235K +3,072 New
SNB
2309
Security National Bank
Nebraska
$246K +$28.4K +372 +14%
KRW
2310
Kaufman Rossin Wealth
Florida
$246K +$235K +3,072 New
CA
2311
Carson Advisory
Georgia
$245K -$9.17K -120 -4%
NA
2312
Nottingham Advisors
New York
$245K +$458 +6 +0.2%
BIA
2313
Bell Investment Advisors
California
$244K -$4.13K -54 -2%
WPA
2314
West Paces Advisors
Georgia
$243K -$7.34K -96 -3%
TAM
2315
TCP Asset Management
Ohio
$243K +$232K +3,042 New
FG
2316
Fairman Group
Pennsylvania
$243K -$19.3K -252 -8%
MW
2317
MBL Wealth
North Carolina
$241K +$231K +3,018 New
TPF
2318
Tribridge Partners Financial
Maryland
$241K – – –
RAS
2319
RPS Advisory Solutions
Kentucky
$240K +$11.5K +150 +5%
ANBT
2320
American National Bank & Trust
Texas
$240K – – –
UIM
2321
Unified Investment Management
Georgia
$240K – – –
CNBOF
2322
City National Bank of Florida
Florida
$239K – – –
SRA
2323
Secured Retirement Advisors
Minnesota
$238K – – –
TIA
2324
Traphagen Investment Advisors
New Jersey
$238K – – –
ODA
2325
One Degree Advisors
California
$237K +$227K +2,976 New
91 92
93
94 95