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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
2301
Christine Messmer PC
Pennsylvania
$327K +$326K +4,020 New
BAM
2302
Bellevue Asset Management
Washington
$327K +$228K +2,814 +235%
GHAM
2303
Gilman Hill Asset Management
Connecticut
$326K – – –
WAG
2304
Wheelhouse Advisory Group
Missouri
$326K +$322K +3,972 New
GAFA
2305
Garton & Associates Financial Advisors
Kentucky
$326K +$325K +4,008 New
MWP
2306
Meriwether Wealth & Planning
Louisiana
$326K +$33.6K +414 +12%
PAW
2307
Plan A Wealth
Nebraska
$326K +$49.2K +606 +18%
FIB
2308
First Interstate Bank
Montana
$325K – – –
JPWM
2309
Jamison Private Wealth Management
Georgia
$325K – – –
PPL
2310
Planning Project LLC
Texas
$324K +$324K +3,990 New
PCM
2311
Park Capital Management
Wisconsin
$323K +$20.9K +258 +7%
PWM
2312
PTM Wealth Management
United States
$323K -$30.2K -372 -9%
SHA
2313
Seneca House Advisors
Virginia
$323K -$7.79K -96 -2%
GPWA
2314
Great Point Wealth Advisors
Massachusetts
$322K +$8.28K +102 +3%
TC
2315
TownSquare Capital
Utah
$322K +$321K +3,960 New
JWM
2316
JPL Wealth Management
Colorado
$322K -$76.9K -948 -19%
CA
2317
COFG Advisors
Illinois
$321K +$320K +3,948 New
IWM
2318
Integris Wealth Management
California
$320K – – –
LFA
2319
Legacy Financial Advisors
Kentucky
$319K +$318K +3,924 New
CA
2320
Cullinan Associates
Kentucky
$319K +$318K +3,918 New
GWP
2321
Gen-Wealth Partners
Michigan
$318K +$2.92K +36 +0.9%
RH
2322
RFG Holdings
Texas
$318K – – –
EFA
2323
Evernest Financial Advisors
Indiana
$317K – – –
LSA
2324
L & S Advisors
California
$317K – – –
BHWM
2325
Beaird Harris Wealth Management
Texas
$317K – – –
91 92
93
94 95