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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
576
Waldron Private Wealth
Pennsylvania
$270K – – –
WBG
577
Wharton Business Group
Pennsylvania
$270K – – –
CC
578
Courier Capital
New York
$268K -$7.06K -288 -3%
BW
579
Bison Wealth
Georgia
$268K +$264K +10,746 New
BFG
580
Bouchey Financial Group
New York
$266K +$33.1K +1,350 +15%
CWM
581
Calamos Wealth Management
Illinois
$266K +$48.8K +1,992 +23%
SCM
582
Stonehearth Capital Management
Massachusetts
$265K +$260K +10,590 New
RC
583
Roundview Capital
New Jersey
$263K – – –
ML
584
McAdam LLC
Pennsylvania
$261K -$104K -4,242 -29%
TCM
585
Twele Capital Management
Minnesota
$260K +$14K +570 +6%
EFS
586
Essex Financial Services
Connecticut
$254K -$680K -27,744 -73%
HPWM
587
Highland Private Wealth Management
Washington
$252K +$248K +10,110 New
AIM
588
Anchor Investment Management
South Carolina
$248K – – –
FANJ
589
Financial Architects (New Jersey)
New Jersey
$248K – – –
MLFP
590
MPS Loria Financial Planners
Illinois
$247K – – –
PWW
591
Pettyjohn Wood & White
Virginia
$245K – – –
BFPW
592
BOK Financial Private Wealth
Colorado
$243K – – –
SCA
593
Stillwater Capital Advisors
Pennsylvania
$242K +$294 +12 +0.1%
SBL
594
Sargent Bickham Lagudis
Colorado
$241K +$163K +6,660 +223%
RC
595
RegentAtlantic Capital
New Jersey
$239K -$26.2K -1,068 -10%
AMCA
596
Arthur M. Cohen & Associates
Illinois
$239K +$736 +30 +0.3%
AAS
597
Annex Advisory Services
Wisconsin
$238K -$18.2K -744 -7%
WP
598
WealthShield Partners
North Carolina
$236K -$11.8K -480 -5%
W
599
Wealthfront
California
$236K +$10.7K +438 +5%
RA
600
RFG Advisory
Alabama
$234K -$5.3K -216 -2%
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