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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
326
Community Financial Services Group
Vermont
$179K – – –
LNB
327
Ledyard National Bank
$171K +$174K +9,600 New
IWMPD
328
Integrated Wealth Management (Palm Desert)
California
$160K – – –
KPCM
329
Kings Point Capital Management
New York
$157K – – –
BEAM
330
Baker Ellis Asset Management
Washington
$151K – – –
FANJ
331
Financial Architects (New Jersey)
New Jersey
$151K +$44.5K +2,448 +41%
PMFA
332
Plante Moran Financial Advisors
Michigan
$148K – – –
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$146K – – –
WOC
334
West Oak Capital
California
$130K +$2.73K +150 +2%
JFA
335
JNBA Financial Advisors
Minnesota
$130K – – –
BFEC
336
Benjamin F. Edwards & Company
Missouri
$123K -$1.74K -96 -1%
NFG
337
NewFocus Financial Group
Washington
$121K – – –
VNA
338
Valley National Advisers
Pennsylvania
$113K – – –
TCM
339
Tradewinds Capital Management
Washington
$86K +$87.4K +4,812 New
CG
340
Colony Group
Massachusetts
$84K – – –
MA
341
MUFG Americas
New York
$82K – – –
EWM
342
Evercore Wealth Management
New York
$72K +$63.2K +3,480 +624%
ASN
343
Advisory Services Network
Georgia
$67K +$12.6K +696 +23%
BIM
344
BlackRock Investment Management
Delaware
$66K – – –
MCM
345
Manchester Capital Management
Vermont
$63K – – –
SCA
346
Strategic Capital Alternatives
United States
$61K +$62K +3,414 New
HDIM
347
Hanson & Doremus Investment Management
Vermont
$60K +$60.6K +3,336 New
NFG
348
Next Financial Group
Texas
$56K – – –
WCM
349
Wealthcare Capital Management
Virginia
$54K – – –
NC
350
NewSquare Capital
Pennsylvania
$46K – – –
12 13
14
15 16