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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
576
Great Lakes Retirement
Ohio
$906K +$856K +29,640 New
PFG
577
PAX Financial Group
Texas
$903K +$782K +27,078 New
EVM
578
Eaton Vance Management
Massachusetts
$901K -$71K -2,460 -8%
I
579
IberiaBank
Louisiana
$895K -$161K -5,592 -16%
IWP
580
Icon Wealth Partners
Texas
$894K -$61.5K -2,130 -7%
BP
581
Ballentine Partners
Massachusetts
$894K – – –
CWA
582
Clarus Wealth Advisors
Arizona
$881K +$566K +19,614 +230%
RPC
583
Rossmore Private Capital
Connecticut
$874K – – –
MJRIC
584
Mogy Joel R Investment Counsel
California
$863K -$1.73K -60 -0.2%
RA
585
RFG Advisory
Alabama
$862K +$609K +21,090 +288%
3F
586
360 Financial
Minnesota
$861K +$756K +26,196 New
S
587
SignatureFD
Georgia
$860K -$31.9K -1,104 -4%
WIA
588
World Investment Advisors
California
$856K +$169K +5,838 +26%
CFFP
589
Center for Financial Planning
Michigan
$853K +$811K +28,092 New
WCM
590
Windsor Capital Management
Arizona
$850K +$347 +12 +0%
WTFG
591
Wells Trecaso Financial Group
Ohio
$838K +$4.85K +168 +0.6%
IFAM
592
Institutional & Family Asset Management
Colorado
$838K +$44.4K +1,536 +6%
NSAM
593
North Star Asset Management
Wisconsin
$835K -$67.2K -2,328 -8%
KIA
594
KCM Investment Advisors
California
$834K +$159K +5,502 +25%
FVWA
595
Foster Victor Wealth Advisors
South Carolina
$825K +$15.2K +528 +2%
CCM
596
Coe Capital Management
Illinois
$822K -$247K -8,550 -24%
AWM
597
Aprio Wealth Management
Georgia
$817K +$777K +26,898 New
CPO
598
Cerity Partners OCIO
New York
$812K -$31.4K -1,086 -4%
FPCG
599
Fort Pitt Capital Group
Pennsylvania
$812K +$70K +2,424 +10%
WFPG
600
Waller Financial Planning Group
Ohio
$805K – – –
22 23
24
25 26