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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
Gitterman Wealth Management
New Jersey
$2.26M -$3.86M -84,906 -64%
MWP
602
Madison Wealth Partners
Wisconsin
$2.25M +$372K +8,190 +21%
DI
603
Disciplined Investments
Oklahoma
$2.24M +$452K +9,948 +27%
RMAM
604
Raab & Moskowitz Asset Management
New Jersey
$2.24M +$64.8K +1,428 +3%
RIL
605
Rothschild Investment LLC
Illinois
$2.24M -$3.62M -79,830 -63%
GB
606
Gunma Bank
Japan
$2.24M – – –
AWS
607
AJ Wealth Strategies
New York
$2.24M +$16.3K +360 +0.8%
COCM
608
Charter Oak Capital Management
New Hampshire
$2.23M +$230K +5,058 +12%
OWA
609
Outlook Wealth Advisors
Texas
$2.23M -$548K -12,066 -21%
KTC
610
Kistler-Tiffany Companies
Pennsylvania
$2.22M +$206K +4,530 +11%
NDSI
611
Newman Dignan & Sheerar Inc
Rhode Island
$2.22M -$58.8K -1,296 -3%
WGCA
612
Wolf Group Capital Advisors
Virginia
$2.17M -$73.6K -1,620 -3%
PMG
613
ProVise Management Group
Florida
$2.17M -$5.28M -116,388 -72%
BWM
614
Birchcreek Wealth Management
Ohio
$2.16M -$33.2K -732 -2%
CAMG
615
CWA Asset Management Group
Florida
$2.14M -$778K -17,136 -28%
VDI
616
Vaughan David Investments
Illinois
$2.14M +$67.6K +1,488 +3%
RMCM
617
Reynders McVeigh Capital Management
Massachusetts
$2.14M +$13.6K +300 +0.7%
JHCP
618
Jackson Hole Capital Partners
Oklahoma
$2.11M -$1.51M -33,234 -43%
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$2.08M – – –
VCM
620
Vigilant Capital Management
Maine
$2.08M +$135K +2,970 +7%
SAMT
621
Select Asset Management & Trust
Pennsylvania
$2.08M -$478K -10,518 -19%
DY
622
Dowling & Yahnke
California
$2.05M -$91.8K -2,022 -4%
WIA
623
World Investment Advisors
California
$2.05M +$248K +5,454 +15%
LF
624
LifeSteps Financial
California
$2.04M -$92.4K -2,034 -5%
MFGP
625
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.04M +$31.3K +690 +2%
23 24
25
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