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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
576
Courier Capital
New York
$260K -$2.92K -120 -1%
EA
577
Elm Advisors
California
$260K – – –
EWM
578
Evercore Wealth Management
New York
$257K +$176K +7,200 +195%
WBG
579
Wharton Business Group
Pennsylvania
$256K – – –
WPW
580
Waldron Private Wealth
Pennsylvania
$256K +$23.7K +972 +10%
MPM
581
Meritage Portfolio Management
Kansas
$255K -$84.8K -3,480 -24%
CBU
582
CIBC Bank USA
Illinois
$255K +$263K +10,794 New
NG
583
Northstar Group
New York
$253K +$260K +10,680 New
RC
584
RegentAtlantic Capital
New Jersey
$252K -$3.51K -144 -1%
S
585
SignatureFD
Georgia
$251K +$31.6K +1,296 +14%
BIA
586
BHK Investment Advisors
Alabama
$250K -$367K -15,066 -59%
RC
587
Roundview Capital
New Jersey
$249K – – –
CCMG
588
Clark Capital Management Group
Pennsylvania
$244K +$17.8K +732 +8%
AAS
589
Annex Advisory Services
Wisconsin
$243K -$80.3K -3,294 -24%
AIM
590
Anchor Investment Management
South Carolina
$235K -$3.66K -150 -1%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$235K -$56.5K -2,316 -19%
WP
592
WealthShield Partners
North Carolina
$235K – – –
MLFP
593
MPS Loria Financial Planners
Illinois
$234K +$146 +6 +0.1%
OMC
594
Old Mission Capital
Illinois
$234K +$241K +9,906 New
TCM
595
Twele Capital Management
Minnesota
$233K – – –
PWW
596
Pettyjohn Wood & White
Virginia
$232K – – –
CSIC
597
Clifford Swan Investment Counsel
California
$231K -$73.1K -3,000 -24%
BFPW
598
BOK Financial Private Wealth
Colorado
$230K – – –
SCA
599
Stillwater Capital Advisors
Pennsylvania
$229K +$439 +18 +0.2%
GLA
600
Good Life Advisors
Pennsylvania
$228K – – –
22 23
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25 26