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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
576
Elm Advisors
California
$275K – – –
CBU
577
CIBC Bank USA
Illinois
$270K – – –
WPW
578
Waldron Private Wealth
Pennsylvania
$270K – – –
WBG
579
Wharton Business Group
Pennsylvania
$270K – – –
CC
580
Courier Capital
New York
$268K -$7.06K -288 -3%
BW
581
Bison Wealth
Georgia
$268K +$264K +10,746 New
BFG
582
Bouchey Financial Group
New York
$266K +$33.1K +1,350 +15%
CWM
583
Calamos Wealth Management
Illinois
$266K +$48.8K +1,992 +23%
SCM
584
Stonehearth Capital Management
Massachusetts
$265K +$260K +10,590 New
RC
585
Roundview Capital
New Jersey
$263K – – –
ML
586
McAdam LLC
Pennsylvania
$261K -$104K -4,242 -29%
TCM
587
Twele Capital Management
Minnesota
$260K +$14K +570 +6%
EFS
588
Essex Financial Services
Connecticut
$254K -$680K -27,744 -73%
HPWM
589
Highland Private Wealth Management
Washington
$252K +$248K +10,110 New
AIM
590
Anchor Investment Management
South Carolina
$248K – – –
FANJ
591
Financial Architects (New Jersey)
New Jersey
$248K – – –
MLFP
592
MPS Loria Financial Planners
Illinois
$247K – – –
PWW
593
Pettyjohn Wood & White
Virginia
$245K – – –
BFPW
594
BOK Financial Private Wealth
Colorado
$243K – – –
SCA
595
Stillwater Capital Advisors
Pennsylvania
$242K +$294 +12 +0.1%
SBL
596
Sargent Bickham Lagudis
Colorado
$241K +$163K +6,660 +223%
RC
597
RegentAtlantic Capital
New Jersey
$239K -$26.2K -1,068 -10%
AMCA
598
Arthur M. Cohen & Associates
Illinois
$239K +$736 +30 +0.3%
AAS
599
Annex Advisory Services
Wisconsin
$238K -$18.2K -744 -7%
WP
600
WealthShield Partners
North Carolina
$236K -$11.8K -480 -5%
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