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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2301
Meriwether Wealth & Planning
Louisiana
$326K +$33.6K +414 +12%
PAW
2302
Plan A Wealth
Nebraska
$326K +$49.2K +606 +18%
FIB
2303
First Interstate Bank
Montana
$325K – – –
JPWM
2304
Jamison Private Wealth Management
Georgia
$325K – – –
PPL
2305
Planning Project LLC
Texas
$324K +$324K +3,990 New
PCM
2306
Park Capital Management
Wisconsin
$323K +$20.9K +258 +7%
PWM
2307
PTM Wealth Management
United States
$323K -$30.2K -372 -9%
SHA
2308
Seneca House Advisors
Virginia
$323K -$7.79K -96 -2%
GPWA
2309
Great Point Wealth Advisors
Massachusetts
$322K +$8.28K +102 +3%
TC
2310
TownSquare Capital
Utah
$322K +$321K +3,960 New
JWM
2311
JPL Wealth Management
Colorado
$322K -$76.9K -948 -19%
CA
2312
COFG Advisors
Illinois
$321K +$320K +3,948 New
IWM
2313
Integris Wealth Management
California
$320K – – –
LFA
2314
Legacy Financial Advisors
Kentucky
$319K +$318K +3,924 New
CA
2315
Cullinan Associates
Kentucky
$319K +$318K +3,918 New
GWP
2316
Gen-Wealth Partners
Michigan
$318K +$2.92K +36 +0.9%
RH
2317
RFG Holdings
Texas
$318K – – –
EFA
2318
Evernest Financial Advisors
Indiana
$317K – – –
LSA
2319
L & S Advisors
California
$317K – – –
BHWM
2320
Beaird Harris Wealth Management
Texas
$317K – – –
TCWM
2321
Total Clarity Wealth Management
Illinois
$317K +$60.9K +750 +24%
NLWP
2322
Next Level Wealth Planning
Idaho
$317K +$7.3K +90 +2%
R
2323
Rebalance
California
$316K -$295K -3,630 -48%
5SA
2324
5th Street Advisors
Connecticut
$315K +$315K +3,876 New
CPC
2325
Cookson Peirce & Co
Pennsylvania
$315K – – –
91 92
93
94 95