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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
476
Coe Capital Management
Illinois
$990K -$28K -1,050 -3%
LP
477
LGL Partners
Pennsylvania
$988K – – –
AMG
478
Asset Management Group
Connecticut
$987K -$48.1K -1,800 -5%
FNBT
479
FineMark National Bank & Trust
Florida
$981K -$14.1K -528 -1%
CBFP
480
Cedar Brook Financial Partners
Ohio
$980K +$80.3K +3,006 +9%
APP
481
Avantax Planning Partners
Iowa
$973K -$6.73K -252 -0.7%
MAU
482
MRA Associates USA
Arizona
$972K – – –
HCA
483
Harbour Capital Advisors
Virginia
$968K -$48.1K -1,800 -5%
RPG
484
Resource Planning Group
Georgia
$963K +$944K +35,352 New
BCI
485
Brinker Capital Investments
Pennsylvania
$957K +$251K +9,402 +37%
LWAC
486
Laurel Wealth Advisors (California)
California
$955K -$42.3K -1,584 -4%
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$950K +$105K +3,930 +13%
CWP
488
Capital Wealth Planning
Florida
$950K +$932K +34,890 New
WI
489
WrapManager Inc
California
$948K +$2.24K +84 +0.2%
AIM
490
Axiom Investment Management
New York
$946K +$89.1K +3,336 +11%
GG
491
Gofen & Glossberg
Illinois
$944K +$160 +6 +0%
GIA
492
Guyasuta Investment Advisors
Pennsylvania
$937K -$240K -9,000 -21%
AWM
493
Avior Wealth Management
Nebraska
$932K -$48.6K -1,818 -5%
GLA
494
Good Life Advisors
Pennsylvania
$930K +$35.1K +1,314 +4%
SIC
495
Salem Investment Counselors
North Carolina
$930K +$912K +34,152 New
PL
496
Plancorp LLC
Missouri
$909K – – –
EC
497
Estate Counselors
Wisconsin
$907K +$889K +33,300 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$905K – – –
BC
499
Bartlett & Co
Ohio
$903K – – –
WFPG
500
Waller Financial Planning Group
Ohio
$885K -$219K -8,190 -21%
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