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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
2401
Monument Group Wealth Advisors
Massachusetts
$255K -$322K -4,134 -54%
SAM
2402
Satovsky Asset Management
New York
$254K – – –
VCAM
2403
Van Cleef Asset Management
Ohio
$254K – – –
AP
2404
Advisortrust Partners
North Carolina
$253K -$548K -7,050 -67%
AWMNY
2405
Arcadia Wealth Management (New York)
New York
$253K – – –
YWS
2406
Yarger Wealth Strategies
Ohio
$253K +$467 +6 +0.2%
OPW
2407
Oxler Private Wealth
New York
$253K +$467 +6 +0.2%
B
2408
Bensler
Washington
$252K -$934 -12 -0.3%
1SB
2409
1ST Source Bank
Indiana
$252K -$7.47K -96 -3%
DA
2410
Drake & Associates
Wisconsin
$251K +$268K +3,450 New
CWMS
2411
Cannon Wealth Management Services
North Carolina
$249K -$69.1K -888 -21%
RRA
2412
Round Rock Advisors
Connecticut
$249K -$3.27K -42 -1%
SL
2413
Sentinus LLC
Illinois
$249K -$12.1K -156 -4%
SOAG
2414
Silver Oak Advisory Group
Oregon
$248K – – –
SCG
2415
Sonata Capital Group
Washington
$248K – – –
PFO
2416
PMG Family Office
Texas
$248K +$25.7K +330 +11%
HBFP
2417
Henderson Brothers Financial Partners
Pennsylvania
$247K +$264K +3,396 New
JPLA
2418
Joseph P. Lucia & Associates
New York
$247K – – –
NLWP
2419
Next Level Wealth Planning
Idaho
$247K -$39.2K -504 -13%
PPW
2420
Parcion Private Wealth
Washington
$246K +$263K +3,384 New
CP
2421
Cornerstone Planning
North Carolina
$246K – – –
FCM
2422
Family Capital Management
Michigan
$246K – – –
LFS
2423
Lutz Financial Services
Nebraska
$245K +$51.8K +666 +25%
PWMG
2424
Private Wealth Management Group
New Jersey
$245K -$13.1K -168 -5%
ACP
2425
Arcus Capital Partners
Georgia
$244K -$7.47K -96 -3%
95 96
97
98 99