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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
476
Nations Financial Group
Iowa
$858K +$92.8K +3,762 +13%
GLA
477
Good Life Advisors
Pennsylvania
$852K +$333K +13,512 +70%
AL
478
Aspiriant LLC
California
$840K +$98K +3,972 +14%
H
479
HoyleCohen
California
$832K +$38.4K +1,554 +5%
IWP
480
Icon Wealth Partners
Texas
$823K – – –
WF
481
WoodTrust Financial
Wisconsin
$823K +$74K +3,000 +10%
OWM
482
Orgel Wealth Management
Wisconsin
$819K +$14.8K +600 +2%
PAS
483
Park Avenue Securities
New York
$819K +$767K +31,062 New
AFG
484
Albion Financial Group
Utah
$818K -$10.8K -438 -1%
AIM
485
Axiom Investment Management
New York
$817K -$31.1K -1,260 -4%
VAS
486
Vestmark Advisory Solutions
Massachusetts
$812K +$769K +31,146 New
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$807K – – –
DY
488
Dowling & Yahnke
California
$807K +$18.5K +750 +2%
CA
489
Cornerstone Advisory
Maryland
$806K -$14.8K -600 -2%
DBRC
490
D.B. Root & Company
Pennsylvania
$799K – – –
RWM
491
RKL Wealth Management
Pennsylvania
$789K +$274K +11,088 +58%
KPW
492
Kore Private Wealth
New York
$786K -$312K -12,624 -30%
IFAM
493
Institutional & Family Asset Management
Colorado
$784K -$16.3K -660 -2%
CIA
494
Covington Investment Advisors
Pennsylvania
$784K +$92.1K +3,732 +14%
HFS
495
HL Financial Services
Kentucky
$783K +$157K +6,354 +27%
WA
496
Wealth Architects
California
$782K – – –
WS
497
Wedbush Securities
California
$780K +$18.5K +750 +3%
DI
498
DFPG Investments
Utah
$774K -$22.4K -906 -3%
HTC
499
Haverford Trust Company
Pennsylvania
$771K +$69.2K +2,802 +10%
MWP
500
MYCIO Wealth Partners
Pennsylvania
$769K +$1.93K +78 +0.3%
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