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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2451
Mengis Capital Management
Oregon
$262K +$24.3K +300 +10%
CFA
2452
Capstone Financial Advisors
Illinois
$261K – – –
MWM
2453
MorganRosel Wealth Management
Colorado
$261K – – –
SW
2454
SMART Wealth
Nebraska
$260K -$17.5K -216 -6%
WCP
2455
Wealthcare Capital Partners
Pennsylvania
$260K -$38K -468 -13%
SAS
2456
SMI Advisory Services
Indiana
$260K -$32.6K -402 -11%
FPH
2457
Financial Planning Hawaii
Hawaii
$260K +$260K +3,198 New
DWM
2458
DecisionMap Wealth Management
Virginia
$260K – – –
PJWM
2459
Philip James Wealth Mangement
Georgia
$260K -$3.41K -42 -1%
MKC
2460
M. Kraus & Co
Vermont
$260K – – –
SC
2461
Stephenson & Company
California
$259K – – –
UWM
2462
Urban Wealth Management
California
$259K +$259K +3,186 New
W
2463
WorthPointe
California
$259K +$259K +3,186 New
VR
2464
Vision Retirement
New Jersey
$259K +$258K +3,180 New
GWM
2465
GSB Wealth Management
Connecticut
$256K -$14.1K -174 -5%
CWM
2466
Capstone Wealth Management
Montana
$256K +$256K +3,150 New
ESB
2467
Essex Savings Bank
Connecticut
$255K -$114K -1,410 -31%
HFA
2468
High Falls Advisors
New York
$255K -$134K -1,656 -35%
TPI
2469
Trust Point Inc
Wisconsin
$254K – – –
PF
2470
Penney Financial
Texas
$253K – – –
DWA
2471
Delap Wealth Advisory
Oregon
$252K – – –
SNB
2472
Security National Bank
Nebraska
$252K +$1.95K +24 +0.8%
FG
2473
Fairman Group
Pennsylvania
$251K +$4.38K +54 +2%
SGWP
2474
Sun Group Wealth Partners
California
$251K +$250K +3,084 New
FAI
2475
Fiduciary Advisors Inc
Missouri
$250K -$145K -1,782 -37%
97 98
99
100 101