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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2401
Vigil Wealth Management
Florida
$315K -$9.68K -115 -3%
TCBWMS
2402
Texas Capital Bank Wealth Management Services
Texas
$315K +$1.43K +17 +0.5%
PCM
2403
Pennsylvania Capital Management
Pennsylvania
$315K – – –
PWA
2404
Phoenix Wealth Advisors
North Carolina
$314K – – –
SHA
2405
Seneca House Advisors
Virginia
$314K -$5.64K -67 -2%
PF
2406
Penney Financial
Texas
$314K – – –
PWM
2407
Power Wealth Management
Georgia
$313K – – –
PFS
2408
Professional Financial Solutions
Virginia
$313K – – –
SG
2409
Sharper & Granite
California
$313K -$277K -3,294 -48%
PIA
2410
Polaris Investment Advisors
Massachusetts
$310K -$168 -2 -0.1%
JFG
2411
JDM Financial Group
Texas
$310K – – –
LK
2412
Lumbard & Kellner
New Hampshire
$310K – – –
RRA
2413
Round Rock Advisors
Connecticut
$309K +$13.1K +156 +5%
EWA
2414
Eagle Wealth Advisors
Connecticut
$308K – – –
PFG
2415
Pinnacle Financial Group
Illinois
$307K +$300K +3,566 New
WFP
2416
Welch Financial Planning
Colorado
$306K +$299K +3,554 New
SW
2417
SlateStone Wealth
Florida
$306K – – –
HIM
2418
Harbour Investment Management
Washington
$305K – – –
HNWA
2419
Henrickson Nauta Wealth Advisors
Michigan
$305K – – –
HWA
2420
HighRoad Wealth Advisors
Oregon
$304K -$7.57K -90 -2%
GIM
2421
Goelzer Investment Management
Indiana
$303K -$164K -1,951 -36%
CWM
2422
Cahaba Wealth Management
Georgia
$303K +$296K +3,515 New
SPW
2423
Signet Private Wealth
Illinois
$303K +$296K +3,513 New
FS
2424
Financial Symmetry
North Carolina
$302K -$1.48M -17,550 -83%
TWP
2425
TFO Wealth Partners
Ohio
$302K -$116K -1,374 -28%
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97
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