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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
326
Dakota Wealth Management
Florida
$2.06M +$179K +7,404 +9%
CAC
327
Certified Advisory Corp
Florida
$1.99M -$24.6K -1,014 -1%
OCM
328
One Capital Management
California
$1.98M -$14.5K -600 -0.7%
GWMIA
329
Global Wealth Management Investment Advisory
Florida
$1.98M +$2.14M +88,302 New
LRPA
330
L. Roy Papp & Associates
Arizona
$1.98M -$104K -4,278 -5%
CFA
331
Carroll Financial Associates
North Carolina
$1.96M +$256K +10,578 +14%
HNB
332
Huntington National Bank
Ohio
$1.94M – – –
SWP
333
Stratos Wealth Partners
Ohio
$1.91M -$286K -11,820 -12%
BMCM
334
Bryn Mawr Capital Management
Pennsylvania
$1.91M +$530K +21,888 +34%
CWS
335
Cypress Wealth Services
California
$1.91M -$467K -19,290 -18%
DW
336
Domani Wealth
Pennsylvania
$1.91M +$38.1K +1,572 +2%
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$1.88M – – –
GSIS
338
Global Strategic Investment Solutions
Arizona
$1.86M +$2.01M +82,878 New
AWM
339
Altium Wealth Management
New York
$1.83M -$608K -25,104 -23%
SIA
340
Strategic Investment Advisors
Michigan
$1.82M +$1.97M +81,342 New
CS
341
Credit Suisse
Switzerland
$1.82M +$1.97M +81,270 New
BWM
342
Baystate Wealth Management
Massachusetts
$1.78M +$1.74M +71,994 +3,438%
CRC
343
Curi RMB Capital
Illinois
$1.77M +$86.5K +3,570 +5%
MAM
344
Marquette Asset Management
Minnesota
$1.74M -$9.3K -384 -0.5%
MHS
345
M Holdings Securities
Oregon
$1.73M -$152K -6,258 -7%
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M -$98.8K -4,080 -5%
OIA
347
OneDigital Investment Advisors
Kansas
$1.72M +$67.7K +2,796 +4%
PPA
348
Parametric Portfolio Associates
Washington
$1.7M -$82.8K -3,420 -4%
SBH
349
Segall Bryant & Hamill
Illinois
$1.67M +$88.4K +3,648 +5%
MOS
350
MGO One Seven
Ohio
$1.67M +$77.9K +3,216 +5%
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