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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
526
Kore Private Wealth
New York
$825K – – –
BP
527
Ballentine Partners
Massachusetts
$816K -$211K -7,620 -21%
S
528
SignatureFD
Georgia
$816K +$6.49K +234 +0.8%
DI
529
DFPG Investments
Utah
$815K +$23.5K +846 +3%
RPC
530
Rossmore Private Capital
Connecticut
$798K – – –
CWP
531
Capital Wealth Planning
Florida
$795K -$184K -6,636 -19%
MJRIC
532
Mogy Joel R Investment Counsel
California
$789K -$9.99K -360 -1%
HSA
533
HBK Sorce Advisory
Pennsylvania
$778K +$88.4K +3,186 +13%
WCM
534
Windsor Capital Management
Arizona
$775K -$1.17K -42 -0.1%
RFM
535
Royal Fund Management
Florida
$768K +$232K +8,346 +43%
LWM
536
Liberty Wealth Management
California
$761K +$18.8K +678 +3%
WTFG
537
Wells Trecaso Financial Group
Ohio
$760K – – –
WFPG
538
Waller Financial Planning Group
Ohio
$754K -$141K -5,070 -16%
BDF
539
Balasa Dinverno & Foltz
$737K +$22.3K +804 +3%
TSWM
540
Triangle Securities Wealth Management
North Carolina
$726K +$5.66K +204 +0.8%
IFAM
541
Institutional & Family Asset Management
Colorado
$723K -$80.4K -2,898 -10%
BCA
542
Berman Capital Advisors
Georgia
$723K +$3.5K +126 +0.5%
CPO
543
Cerity Partners OCIO
New York
$722K +$9.49K +342 +1%
CAMG
544
CWA Asset Management Group
Florida
$722K +$375K +13,512 +108%
BBA
545
BLB&B Advisors
Pennsylvania
$721K +$721K +26,004 New
SHA
546
Seneca House Advisors
Virginia
$719K -$29.6K -1,068 -4%
FVWA
547
Foster Victor Wealth Advisors
South Carolina
$718K -$9.99K -360 -1%
DACG
548
Donor Advised Charitable Giving
California
$717K – – –
OCM
549
Orser Capital Management
Texas
$716K -$4.99K -180 -0.7%
WP
550
WMS Partners
Maryland
$713K -$49.9K -1,800 -7%
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