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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
576
Evercore Wealth Management
New York
$257K +$176K +7,200 +195%
WBG
577
Wharton Business Group
Pennsylvania
$256K – – –
WPW
578
Waldron Private Wealth
Pennsylvania
$256K +$23.7K +972 +10%
MPM
579
Meritage Portfolio Management
Kansas
$255K -$84.8K -3,480 -24%
CBU
580
CIBC Bank USA
Illinois
$255K +$263K +10,794 New
NG
581
Northstar Group
New York
$253K +$260K +10,680 New
RC
582
RegentAtlantic Capital
New Jersey
$252K -$3.51K -144 -1%
S
583
SignatureFD
Georgia
$251K +$31.6K +1,296 +14%
BIA
584
BHK Investment Advisors
Alabama
$250K -$367K -15,066 -59%
RC
585
Roundview Capital
New Jersey
$249K – – –
CCMG
586
Clark Capital Management Group
Pennsylvania
$244K +$17.8K +732 +8%
AAS
587
Annex Advisory Services
Wisconsin
$243K -$80.3K -3,294 -24%
AIM
588
Anchor Investment Management
South Carolina
$235K -$3.66K -150 -1%
FANJ
589
Financial Architects (New Jersey)
New Jersey
$235K -$56.5K -2,316 -19%
WP
590
WealthShield Partners
North Carolina
$235K – – –
MLFP
591
MPS Loria Financial Planners
Illinois
$234K +$146 +6 +0.1%
OMC
592
Old Mission Capital
Illinois
$234K +$241K +9,906 New
TCM
593
Twele Capital Management
Minnesota
$233K – – –
PWW
594
Pettyjohn Wood & White
Virginia
$232K – – –
CSIC
595
Clifford Swan Investment Counsel
California
$231K -$73.1K -3,000 -24%
BFPW
596
BOK Financial Private Wealth
Colorado
$230K – – –
SCA
597
Stillwater Capital Advisors
Pennsylvania
$229K +$439 +18 +0.2%
GLA
598
Good Life Advisors
Pennsylvania
$228K – – –
RA
599
RFG Advisory
Alabama
$226K -$4.3M -176,292 -95%
HFS
600
HL Financial Services
Kentucky
$222K -$24.1K -990 -10%
22 23
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