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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
501
MYCIO Wealth Partners
Pennsylvania
$659K +$503K +20,760 +239%
WS
502
Wedbush Securities
California
$653K +$706K +29,160 New
NFG
503
Nations Financial Group
Iowa
$652K +$89.7K +3,702 +15%
BDF
504
Balasa Dinverno & Foltz
$650K +$436 +18 +0.1%
MCM
505
MAI Capital Management
Ohio
$650K +$18.9K +780 +3%
WIA
506
World Investment Advisors
California
$650K +$632K +26,070 New
ATC
507
Argent Trust Co
Tennessee
$646K +$84.7K +3,498 +14%
RPC
508
Rossmore Private Capital
Connecticut
$645K – – –
WF
509
WoodTrust Financial
Wisconsin
$640K +$31K +1,278 +5%
HSA
510
HBK Sorce Advisory
Pennsylvania
$637K -$872 -36 -0.1%
LWAC
511
Laurel Wealth Advisors (California)
California
$633K -$269K -11,100 -28%
AL
512
Aspiriant LLC
California
$633K -$36.3K -1,500 -5%
JGIA
513
Jackson Grant Investment Advisers
Connecticut
$632K +$28.3K +1,170 +4%
WCM
514
Windsor Capital Management
Arizona
$627K -$5.81K -240 -0.8%
BFG
515
Beacon Financial Group
Texas
$627K – – –
FMWA
516
Forvis Mazars Wealth Advisors
Missouri
$624K +$132K +5,430 +24%
TF
517
Trek Financial
Arizona
$607K +$657K +27,114 New
WTFG
518
Wells Trecaso Financial Group
Ohio
$603K -$302K -12,468 -32%
HTC
519
Haverford Trust Company
Pennsylvania
$600K -$128K -5,274 -16%
ACI
520
Alpha Cubed Investments
California
$594K -$1.31K -54 -0.2%
CIA
521
Covington Investment Advisors
Pennsylvania
$590K +$20.2K +834 +3%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$589K +$145K +5,994 +30%
LWM
523
Liberty Wealth Management
California
$589K +$638K +26,340 New
RWM
524
Rezny Wealth Management
Florida
$581K +$347K +14,328 +123%
DACG
525
Donor Advised Charitable Giving
California
$579K – – –
19 20
21
22 23