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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
451
Lenox Wealth Advisors
New York
$577K +$348K +14,256 +141%
CIA
452
Covington Investment Advisors
Pennsylvania
$574K +$30.1K +1,236 +5%
AFM
453
Abbot Financial Management
Massachusetts
$572K +$69.5K +2,850 +13%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$570K -$26.5K -1,086 -4%
CAG
455
Crestwood Advisors Group
Massachusetts
$568K +$16.2K +666 +3%
HL
456
HeadInvest LLC
Maine
$562K – – –
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$561K -$49.1K -2,016 -8%
ST
458
Smithfield Trust
Pennsylvania
$542K -$7.75K -318 -1%
CI
459
Chartist Inc
California
$541K – – –
RWM
460
RKL Wealth Management
Pennsylvania
$538K +$93.3K +3,828 +20%
TI
461
Truepoint Inc
Ohio
$535K -$67.3M -2,760,858 -86%
DACG
462
Donor Advised Charitable Giving
California
$533K – – –
EIA
463
Eldridge Investment Advisors
New Hampshire
$519K +$52.9K +2,172 +11%
NA
464
NewEdge Advisors
Louisiana
$516K +$319K +13,098 +141%
MWAC
465
Mariner Wealth Advisors (Cincinnati)
Ohio
$513K -$138K -5,658 -21%
BTNA
466
Bremer Trust National Association
Minnesota
$512K -$3.95K -162 -0.7%
BCP
467
Berkeley Capital Partners
Georgia
$504K -$731 -30 -0.1%
PCM
468
Poehling Capital Management
Wisconsin
$497K – – –
CG
469
Colony Group
Massachusetts
$497K +$512K +21,000 New
ACM
470
Aviance Capital Management
Florida
$496K -$50.9K -2,088 -9%
OCM
471
Orser Capital Management
Texas
$495K -$244K -10,020 -33%
RRC
472
Relaxing Retirement Coach
Massachusetts
$493K -$51.2K -2,100 -9%
CHA
473
Carmichael Hill & Associates
Maryland
$493K -$8.48K -348 -2%
RMCM
474
Reynders McVeigh Capital Management
Massachusetts
$488K -$11K -450 -2%
SG
475
StoneX Group
New York
$485K -$439 -18 -0.1%
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