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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
276
One Charles Private Wealth Services
Massachusetts
$4.86M -$565K -18,852 -9%
JFG
277
JMG Financial Group
Illinois
$4.81M +$171K +5,718 +3%
HFG
278
Heron Financial Group
New York
$4.74M +$60.7K +2,028 +1%
FHA
279
Flagship Harbor Advisors
Massachusetts
$4.68M -$467K -15,588 -8%
SIA
280
Strategic Investment Advisors
Michigan
$4.64M +$330K +11,016 +7%
IA
281
IndexIQ Advisors
New York
$4.62M -$21.8M -728,298 -80%
RSWM
282
Robertson Stephens Wealth Management
California
$4.59M +$330K +11,016 +7%
PFG
283
Pacific Financial Group
Washington
$4.57M +$494K +16,488 +10%
HB
284
Homrich & Berg
Georgia
$4.57M -$142K -4,734 -3%
MSA
285
Marino Stram & Associates
Massachusetts
$4.52M +$607K +20,268 +13%
EHC
286
Everett Harris & Co
California
$4.51M +$833K +27,810 +19%
MW
287
Marcum Wealth
Ohio
$4.51M +$358K +11,958 +7%
FIG
288
FundX Investment Group
California
$4.48M +$5.14M +171,492 New
ASN
289
Advisory Services Network
Georgia
$4.47M +$68.3K +2,280 +1%
PA
290
Paracle Advisors
Washington
$4.42M -$750K -25,050 -13%
BPA
291
Beacon Pointe Advisors
California
$4.41M +$2.62M +87,588 +108%
SC
292
Scotia Capital
Ontario, Canada
$4.37M +$5.01M +167,388 New
CI
293
CX Institutional
Indiana
$4.31M +$1.77M +58,968 +56%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$4.29M +$4.92M +164,346 New
WANY
295
Wealthspire Advisors (New York)
New York
$4.28M +$4.9M +163,704 New
PMG
296
ProVise Management Group
Florida
$4.23M – – –
ABC
297
Associated Banc-Corp
Wisconsin
$4.18M +$284K +9,468 +6%
TFA
298
TPG Financial Advisors
Oregon
$4.16M -$606K -20,244 -11%
PFO
299
Pathstone Family Office
New Jersey
$4.16M +$4.74M +158,196 +14,329%
KFA
300
Kays Financial Advisory
Georgia
$4.16M -$11.1M -371,436 -70%
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