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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2376
Texas Capital Bank Wealth Management Services
Texas
$265K -$29.9K -384 -10%
PF
2377
Penney Financial
Texas
$265K +$41.1K +528 +17%
WCM
2378
Warburton Capital Management
Oklahoma
$265K +$467 +6 +0.2%
WMN
2379
Wealth Management Nebraska
Nebraska
$265K -$128K -1,644 -31%
PFS
2380
Professional Financial Solutions
Virginia
$265K – – –
PWM
2381
Power Wealth Management
Georgia
$265K +$1.87K +24 +0.7%
SCA
2382
Stillwater Capital Advisors
Pennsylvania
$264K – – –
HWA
2383
HighRoad Wealth Advisors
Oregon
$263K -$14K -180 -5%
IP
2384
Ignite Planners
California
$263K +$23.3K +300 +9%
PIA
2385
Polaris Investment Advisors
Massachusetts
$262K – – –
SF
2386
Symphony Financial
Texas
$262K +$285K +3,660 New
EPIMS
2387
Evelyn Partners Investment Management Services
$262K -$52.3K -672 -16%
JFG
2388
JDM Financial Group
Texas
$262K – – –
LK
2389
Lumbard & Kellner
New Hampshire
$262K – – –
CM
2390
Columbus Macro
Pennsylvania
$261K – – –
NF
2391
Nikulski Financial
Iowa
$261K – – –
PIM
2392
Parker Investment Management
California
$261K – – –
LCM
2393
Lazari Capital Management
California
$261K +$18.7K +240 +7%
EWA
2394
Eagle Wealth Advisors
Connecticut
$260K – – –
SW
2395
SlateStone Wealth
Florida
$259K -$14K -180 -5%
AFA
2396
American Financial Advisors
Georgia
$259K +$10.3K +132 +4%
WLG
2397
Williamson Legacy Group
Indiana
$259K -$10.7K -138 -4%
HNWA
2398
Henrickson Nauta Wealth Advisors
Michigan
$258K -$275K -3,540 -50%
HIM
2399
Harbour Investment Management
Washington
$258K – – –
OWCM
2400
One Wealth Capital Management
Arizona
$256K +$1.22M +15,654 +536%
94 95
96
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