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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
W
601
Wealthfront
California
$236K +$10.7K +438 +5%
RA
602
RFG Advisory
Alabama
$234K -$5.3K -216 -2%
HFS
603
HL Financial Services
Kentucky
$234K – – –
TDC
604
Thompson Davis & Co
Virginia
$233K +$57.5K +2,346 +34%
DAC
605
Dividend Assets Capital
South Carolina
$232K -$95.6K -3,900 -30%
SWA
606
SFMG Wealth Advisors
Texas
$231K – – –
BWA
607
BDO Wealth Advisors
Florida
$230K -$589 -24 -0.3%
TSS
608
Two Sigma Securities
New York
$230K +$226K +9,228 New
BHIA
609
Birch Hill Investment Advisors
Massachusetts
$228K – – –
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$225K – – –
CM
611
Capital Management
Virginia
$220K -$5.88K -240 -3%
PWAG
612
Polaris Wealth Advisory Group
California
$219K -$78.1K -3,186 -26%
AA
613
Ancora Advisors
Ohio
$218K – – –
WAM
614
Wealthspire Advisors (Maryland)
Maryland
$218K +$441 +18 +0.2%
MWP
615
MYCIO Wealth Partners
Pennsylvania
$217K – – –
BC
616
Bartlett & Co
Ohio
$216K +$147 +6 +0.1%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$216K +$147 +6 +0.1%
CSIC
618
Clifford Swan Investment Counsel
California
$215K -$28.4K -1,158 -12%
V
619
Veritable
Delaware
$215K – – –
UWPG
620
Ullmann Wealth Partners Group
Florida
$213K +$209K +8,532 New
BCA
621
Berman Capital Advisors
Georgia
$212K – – –
IF
622
IRON Financial
Illinois
$211K +$207K +8,460 New
CAMG
623
CWA Asset Management Group
Florida
$210K +$206K +8,394 New
SFS
624
Strategic Financial Services
New York
$210K +$206K +8,400 New
MPM
625
Meritage Portfolio Management
Kansas
$209K -$58.9K -2,400 -22%
23 24
25
26 27