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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$248K +$243K +12,330 New
BWAM
452
Boyd Watterson Asset Management
Ohio
$247K – – –
TCM
453
Twele Capital Management
Minnesota
$238K -$10.5K -534 -4%
CCM
454
Colorado Capital Management
Colorado
$238K +$8.64K +438 +4%
AAS
455
Annex Advisory Services
Wisconsin
$237K +$9.59K +486 +4%
BOTW
456
Bank of the West
California
$237K +$231K +11,712 New
BWFM
457
Bridgewater Wealth & Financial Management
Maryland
$234K +$2.49K +126 +1%
BCM
458
Becker Capital Management
Oregon
$232K – – –
SCM
459
Stonehearth Capital Management
Massachusetts
$229K – – –
SIAP
460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K +$199K +10,098 +859%
PFS
461
Prospera Financial Services
Texas
$229K +$223K +11,328 New
DIA
462
Denver Investment Advisors
Colorado
$227K – – –
CWM
463
Calamos Wealth Management
Illinois
$225K +$219K +11,088 New
BAS
464
Brown Advisory Securities
Maryland
$225K +$219K +11,100 New
RC
465
RegentAtlantic Capital
New Jersey
$225K +$219K +11,106 New
FFWA
466
FRG Family Wealth Advisors
Washington
$224K – – –
HFS
467
HL Financial Services
Kentucky
$223K +$217K +11,022 New
DW
468
Domani Wealth
Pennsylvania
$218K +$212K +10,734 New
CC
469
Courier Capital
New York
$218K +$212K +10,770 New
AIM
470
Anchor Investment Management
South Carolina
$215K +$44.6K +2,262 +27%
PSW
471
Portfolio Strategies (Washington)
Washington
$212K -$44.4K -2,250 -18%
SC
472
Savant Capital
Illinois
$208K +$202K +10,254 New
SMH
473
Sanders Morris Harris
Texas
$207K +$202K +10,224 New
SBIA
474
Sheaff Brock Investment Advisors
Indiana
$205K +$199K +10,086 New
NWP
475
Northstar Wealth Partners
Connecticut
$204K +$199K +10,092 New
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