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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
MAI Capital Management
Ohio
$650K +$18.9K +780 +3%
WIA
502
World Investment Advisors
California
$650K +$632K +26,070 New
ATC
503
Argent Trust Co
Tennessee
$646K +$84.7K +3,498 +14%
RPC
504
Rossmore Private Capital
Connecticut
$645K – – –
WF
505
WoodTrust Financial
Wisconsin
$640K +$31K +1,278 +5%
HSA
506
HBK Sorce Advisory
Pennsylvania
$637K -$872 -36 -0.1%
LWAC
507
Laurel Wealth Advisors (California)
California
$633K -$269K -11,100 -28%
AL
508
Aspiriant LLC
California
$633K -$36.3K -1,500 -5%
JGIA
509
Jackson Grant Investment Advisers
Connecticut
$632K +$28.3K +1,170 +4%
WCM
510
Windsor Capital Management
Arizona
$627K -$5.81K -240 -0.8%
BFG
511
Beacon Financial Group
Texas
$627K – – –
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$624K +$132K +5,430 +24%
TF
513
Trek Financial
Arizona
$607K +$657K +27,114 New
WTFG
514
Wells Trecaso Financial Group
Ohio
$603K -$302K -12,468 -32%
HTC
515
Haverford Trust Company
Pennsylvania
$600K -$128K -5,274 -16%
ACI
516
Alpha Cubed Investments
California
$594K -$1.31K -54 -0.2%
CIA
517
Covington Investment Advisors
Pennsylvania
$590K +$20.2K +834 +3%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$589K +$145K +5,994 +30%
LWM
519
Liberty Wealth Management
California
$589K +$638K +26,340 New
RWM
520
Rezny Wealth Management
Florida
$581K +$347K +14,328 +123%
DACG
521
Donor Advised Charitable Giving
California
$579K – – –
NHC
522
Nicholas Hoffman & Company
Georgia
$577K -$51.5K -2,124 -8%
FVWA
523
Foster Victor Wealth Advisors
South Carolina
$571K +$618K +25,494 New
BFC
524
Bedel Financial Consulting
Indiana
$570K -$185K -7,620 -23%
WP
525
WMS Partners
Maryland
$568K – – –
19 20
21
22 23