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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
426
Aspiriant LLC
California
$798K – – –
CA
427
Cornerstone Advisory
Maryland
$797K -$10K -384 -1%
BDF
428
Balasa Dinverno & Foltz
$779K -$22.6K -864 -3%
RPC
429
Rossmore Private Capital
Connecticut
$773K -$58.7K -2,244 -7%
HSA
430
HBK Sorce Advisory
Pennsylvania
$765K +$6.59K +252 +0.9%
BFG
431
Beacon Financial Group
Texas
$759K – – –
MCM
432
MAI Capital Management
Ohio
$759K +$35K +1,338 +5%
CA
433
Continuum Advisory
Idaho
$759K +$39.2K +1,500 +6%
WCM
434
Windsor Capital Management
Arizona
$758K -$16.2K -618 -2%
MCM
435
Manchester Capital Management
Vermont
$756K -$110K -4,200 -13%
NHC
436
Nicholas Hoffman & Company
Georgia
$749K -$17.3K -660 -2%
OCM
437
Orser Capital Management
Texas
$739K +$37.7K +1,440 +5%
NWM
438
Northwest Wealth Management
Iowa
$733K -$22.9K -876 -3%
WF
439
WoodTrust Financial
Wisconsin
$733K -$4.71K -180 -0.7%
SWM
440
Sequoia Wealth Management
Illinois
$728K – – –
JGIA
441
Jackson Grant Investment Advisers
Connecticut
$726K +$86.2K +3,294 +14%
CA
442
Calton & Associates
Florida
$725K +$297K +11,352 +73%
HFS
443
HL Financial Services
Kentucky
$718K +$455K +17,388 +185%
TSWM
444
Triangle Securities Wealth Management
North Carolina
$700K -$2.35K -90 -0.3%
FIM
445
Freedom Investment Management
Connecticut
$698K -$128K -4,878 -16%
DACG
446
Donor Advised Charitable Giving
California
$694K -$99.7K -3,810 -13%
CIA
447
Covington Investment Advisors
Pennsylvania
$685K +$314 +12 +0%
NFG
448
Nations Financial Group
Iowa
$683K +$268K +10,236 +67%
WP
449
WMS Partners
Maryland
$681K – – –
NSAM
450
North Star Asset Management
Wisconsin
$679K -$3.92K -150 -0.6%
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