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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
526
Cerity Partners OCIO
New York
$663K +$62.8K +2,544 +11%
NSAM
527
North Star Asset Management
Wisconsin
$659K – – –
EVM
528
Eaton Vance Management
Massachusetts
$656K -$123K -4,974 -16%
JSL
529
JT Stratford LLC
Georgia
$655K -$528K -21,390 -46%
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$655K -$76.7K -3,108 -11%
SS
531
Sunbelt Securities
Texas
$651K +$46.1K +1,866 +8%
FMWA
532
Forvis Mazars Wealth Advisors
Missouri
$647K -$75.7K -3,066 -11%
NHC
533
Nicholas Hoffman & Company
Georgia
$644K -$26.7K -1,080 -4%
TSWM
534
Triangle Securities Wealth Management
North Carolina
$641K +$14.2K +576 +2%
CFN
535
Cordasco Financial Network
Florida
$636K – – –
NWM
536
Northwest Wealth Management
Iowa
$630K -$16.6K -672 -3%
HCMT
537
Highland Capital Management (Tennessee)
Tennessee
$626K -$1.48M -60,000 -71%
DWM
538
Doyle Wealth Management
Florida
$622K -$375K -15,204 -40%
MCM
539
Mainstay Capital Management
Michigan
$611K – – –
TNB
540
Thomasville National Bank
Georgia
$606K -$210K -8,526 -27%
SHWM
541
Smith & Howard Wealth Management
Georgia
$604K – – –
SFS
542
Sowell Financial Services
Arkansas
$602K +$97.1K +3,936 +21%
AWA
543
Alaska Wealth Advisors
Alaska
$595K -$28.6K -1,158 -5%
MA
544
Montag & Associates
Georgia
$594K – – –
COI
545
Capital One Investing
Virginia
$584K +$46.6K +1,890 +9%
BOTW
546
Bank of the West
California
$577K +$134K +5,430 +33%
EWM
547
Executive Wealth Management
Michigan
$576K -$1.83M -74,328 -77%
G
548
GenTrust
Florida
$574K – – –
SIA
549
Starfire Investment Advisers
Michigan
$570K -$27.4K -1,110 -5%
BPWA
550
Beacon Pointe Wealth Advisors
California
$561K – – –
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