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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
HL Financial Services
Kentucky
$234K – – –
TDC
602
Thompson Davis & Co
Virginia
$233K +$57.5K +2,346 +34%
DAC
603
Dividend Assets Capital
South Carolina
$232K -$95.6K -3,900 -30%
SWA
604
SFMG Wealth Advisors
Texas
$231K – – –
BWA
605
BDO Wealth Advisors
Florida
$230K -$589 -24 -0.3%
TSS
606
Two Sigma Securities
New York
$230K +$226K +9,228 New
BHIA
607
Birch Hill Investment Advisors
Massachusetts
$228K – – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$225K – – –
CM
609
Capital Management
Virginia
$220K -$5.88K -240 -3%
PWAG
610
Polaris Wealth Advisory Group
California
$219K -$78.1K -3,186 -26%
AA
611
Ancora Advisors
Ohio
$218K – – –
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$218K +$441 +18 +0.2%
MWP
613
MYCIO Wealth Partners
Pennsylvania
$217K – – –
BC
614
Bartlett & Co
Ohio
$216K +$147 +6 +0.1%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$216K +$147 +6 +0.1%
CSIC
616
Clifford Swan Investment Counsel
California
$215K -$28.4K -1,158 -12%
V
617
Veritable
Delaware
$215K – – –
UWPG
618
Ullmann Wealth Partners Group
Florida
$213K +$209K +8,532 New
BCA
619
Berman Capital Advisors
Georgia
$212K – – –
IF
620
IRON Financial
Illinois
$211K +$207K +8,460 New
CAMG
621
CWA Asset Management Group
Florida
$210K +$206K +8,394 New
SFS
622
Strategic Financial Services
New York
$210K +$206K +8,400 New
MPM
623
Meritage Portfolio Management
Kansas
$209K -$58.9K -2,400 -22%
BFIM
624
Beese Fulmer Investment Management
Ohio
$209K +$205K +8,358 New
SFP
625
Shepherd Financial Partners
Massachusetts
$207K +$203K +8,274 New
23 24
25
26 27