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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$94K +$95.4K +5,328 New
BIM
402
BlackRock Investment Management
Delaware
$86K +$20.6K +1,152 +31%
BC
403
Bartlett & Co
Ohio
$73K -$152K -8,490 -67%
WP
404
WealthPLAN Partners
Nebraska
$72.5K +$219K +12,240 New
KC
405
Kingfisher Capital
North Carolina
$58K +$58.5K +3,264 New
WCM
406
Wealthcare Capital Management
Virginia
$53K – – –
NC
407
NewSquare Capital
Pennsylvania
$44K – – –
LIA
408
LS Investment Advisors
Michigan
$44K +$13.5K +756 +44%
JGIA
409
Jackson Grant Investment Advisers
Connecticut
$44K +$44.6K +2,490 New
KCPG
410
Kavar Capital Partners Group
Kansas
$42K – – –
BBHC
411
Brown Brothers Harriman & Co
New York
$37K +$37.8K +2,112 New
IFA
412
Interactive Financial Advisors
Illinois
$35K +$967 +54 +3%
NFG
413
Next Financial Group
Texas
$33K -$22.6K -1,260 -40%
CFS
414
Commonwealth Financial Services
West Virginia
$31K +$30.8K +1,722 New
ADL
415
Asset Dedication LLC
California
$31K +$31.2K +1,740 New
OSNBOA
416
Old Second National Bank of Aurora
Illinois
$28K – – –
SLF
417
Sun Life Financial
Ontario, Canada
$28K +$27.8K +1,554 New
FNBT
418
FineMark National Bank & Trust
Florida
$26K – – –
SIG
419
Stanford Investment Group
California
$26K – – –
AIP
420
Ameritas Investment Partners
Nebraska
$25K – – –
CTB
421
Country Trust Bank
Illinois
$23K – – –
NSIM
422
North Star Investment Management
Illinois
$22K – – –
TWA
423
TCI Wealth Advisors
Arizona
$22K – – –
KM
424
Kalos Management
Georgia
$18K – – –
PFSC
425
Peoples Financial Services Corp
Pennsylvania
$16K – – –
15 16
17
18 19