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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
401
Intellectus Partners
California
$973K – – –
CI
402
Chartist Inc
California
$970K +$193K +7,380 +26%
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$943K -$49.4K -1,890 -5%
WA
404
Wealth Architects
California
$930K – – –
S
405
SignatureFD
Georgia
$930K +$416K +15,882 +85%
GG
406
Gofen & Glossberg
Illinois
$927K +$108K +4,110 +14%
TC
407
Trust Company
Kansas
$920K -$49.8K -1,902 -5%
AWM
408
Avior Wealth Management
Nebraska
$905K – – –
AFG
409
Albion Financial Group
Utah
$881K -$57.6K -2,202 -6%
PL
410
Plancorp LLC
Missouri
$881K – – –
TNB
411
Thomasville National Bank
Georgia
$869K +$9.26K +354 +1%
CT
412
CPF Texas
Texas
$867K +$311K +11,874 +58%
DY
413
Dowling & Yahnke
California
$866K – – –
HTC
414
Haverford Trust Company
Pennsylvania
$861K -$202K -7,722 -19%
EVM
415
Eaton Vance Management
Massachusetts
$852K -$252K -9,642 -23%
IWP
416
Icon Wealth Partners
Texas
$849K -$54.8K -2,094 -6%
BFC
417
Bedel Financial Consulting
Indiana
$845K -$29.8K -1,140 -3%
OWM
418
Orgel Wealth Management
Wisconsin
$843K – – –
WTB
419
Washington Trust Bank
Washington
$831K -$246K -9,396 -23%
PWLP
420
Prio Wealth Limited Partnership
Massachusetts
$831K – – –
MJRIC
421
Mogy Joel R Investment Counsel
California
$829K -$11.8K -450 -1%
RJT
422
Raymond James Trust
Florida
$827K +$31.4K +1,200 +4%
IFAM
423
Institutional & Family Asset Management
Colorado
$821K +$140K +5,364 +21%
CFA
424
Cahill Financial Advisors
Minnesota
$808K +$38.3K +1,464 +5%
BP
425
Ballentine Partners
Massachusetts
$801K +$104K +3,972 +15%
15 16
17
18 19