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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
426
Northwest Wealth Management
Iowa
$688K +$146 +6 +0%
BDF
427
Balasa Dinverno & Foltz
$683K -$9.51K -390 -1%
WCM
428
Windsor Capital Management
Arizona
$681K +$293 +12 +0%
BFG
429
Beacon Financial Group
Texas
$669K – – –
SS
430
Sunbelt Securities
Texas
$669K +$62.2K +2,550 +10%
WF
431
WoodTrust Financial
Wisconsin
$657K +$202K +8,274 +42%
NFG
432
NewFocus Financial Group
Washington
$656K -$69.5K -2,850 -9%
WA
433
WESPAC Advisors
California
$651K +$183K +7,524 +38%
WAM
434
Watermark Asset Management
California
$643K -$34.1K -1,398 -5%
MCM
435
MAI Capital Management
Ohio
$625K +$22.5K +924 +4%
CT
436
CPF Texas
Texas
$618K +$14.6K +600 +2%
BP
437
Ballentine Partners
Massachusetts
$612K – – –
NSAM
438
North Star Asset Management
Wisconsin
$605K -$8.34K -342 -1%
SWM
439
Sequoia Wealth Management
Illinois
$604K +$23.3K +954 +4%
WP
440
WMS Partners
Maryland
$600K – – –
TSWM
441
Triangle Securities Wealth Management
North Carolina
$599K +$96.5K +3,960 +19%
SWM
442
SeaCrest Wealth Management
New York
$597K -$46.1K -1,890 -7%
JGIA
443
Jackson Grant Investment Advisers
Connecticut
$597K +$6.29K +258 +1%
HCM
444
Hengehold Capital Management
Ohio
$593K +$18.1K +744 +3%
BCI
445
Brinker Capital Investments
Pennsylvania
$588K -$680K -27,888 -53%
G
446
GenTrust
Florida
$588K -$52.4K -2,148 -8%
IFAM
447
Institutional & Family Asset Management
Colorado
$584K +$42.4K +1,740 +8%
PCA
448
Personal Capital Advisors
California
$583K -$316K -12,960 -34%
NHC
449
Nicholas Hoffman & Company
Georgia
$583K +$16.1K +660 +3%
SHA
450
Seneca House Advisors
Virginia
$581K +$146 +6 +0%
16 17
18
19 20