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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
476
Orser Capital Management
Texas
$739K – – –
PL
477
Plancorp LLC
Missouri
$735K – – –
AIM
478
Axiom Investment Management
New York
$731K +$791K +32,664 New
TC
479
Toews Corporation
New Jersey
$729K -$134K -5,526 -15%
IIC
480
Integrated Investment Consultants
Michigan
$721K +$779K +32,166 New
AFG
481
Albion Financial Group
Utah
$712K -$24.6K -1,014 -3%
AWA
482
Arete Wealth Advisors
Illinois
$712K +$171K +7,050 +28%
TNB
483
Thomasville National Bank
Georgia
$711K -$14.7K -606 -2%
IWP
484
Icon Wealth Partners
Texas
$707K -$1.16K -48 -0.2%
CA
485
Cornerstone Advisory
Maryland
$706K +$44.2K +1,824 +6%
FLII
486
First Long Island Investors
New York
$705K -$280K -11,562 -27%
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$693K – – –
WTB
488
Washington Trust Bank
Washington
$693K – – –
MJRIC
489
Mogy Joel R Investment Counsel
California
$692K – – –
OWM
490
Orgel Wealth Management
Wisconsin
$690K -$13.5K -558 -2%
IFAM
491
Institutional & Family Asset Management
Colorado
$688K +$2.62K +108 +0.4%
DBRC
492
D.B. Root & Company
Pennsylvania
$686K -$460K -18,996 -38%
H
493
HoyleCohen
California
$680K +$736K +30,378 New
EVM
494
Eaton Vance Management
Massachusetts
$675K -$38.5K -1,590 -5%
DI
495
DFPG Investments
Utah
$673K +$729K +30,078 New
WA
496
Wealth Architects
California
$672K -$113K -4,650 -13%
MWP
497
MYCIO Wealth Partners
Pennsylvania
$659K +$503K +20,760 +239%
WS
498
Wedbush Securities
California
$653K +$706K +29,160 New
NFG
499
Nations Financial Group
Iowa
$652K +$89.7K +3,702 +15%
BDF
500
Balasa Dinverno & Foltz
$650K +$436 +18 +0.1%
18 19
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