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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
626
Beese Fulmer Investment Management
Ohio
$209K +$205K +8,358 New
SFP
627
Shepherd Financial Partners
Massachusetts
$207K +$203K +8,274 New
FSA
628
Financial Sense Advisors
California
$207K +$203K +8,298 New
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$207K +$203K +8,298 New
SCG
630
Sonata Capital Group
Washington
$206K +$202K +8,250 New
IWC
631
Integrated Wealth Concepts
Massachusetts
$202K -$574K -23,418 -69%
WT
632
Washington Trust
Rhode Island
$198K +$195K +7,932 New
KC
633
KHP Capital
Oklahoma
$190K -$121K -4,950 -39%
WOC
634
West Oak Capital
California
$190K +$7.36K +300 +4%
ADL
635
Asset Dedication LLC
California
$185K +$162K +6,606 +786%
KJWM
636
Kiley Juergens Wealth Management
Washington
$179K +$176K +7,176 New
CWA
637
Clarus Wealth Advisors
Arizona
$176K +$182K +7,434 New
SWP
638
Strategic Wealth Partners
Ohio
$167K -$46.2K -1,884 -22%
BBA
639
Braun-Bostich & Associates
Pennsylvania
$167K -$15.9K -648 -9%
FNB
640
Farmers National Bank
Kentucky
$163K -$15.9K -648 -9%
TWA
641
TCI Wealth Advisors
Arizona
$160K – – –
KBFS
642
Kohmann Bosshard Financial Services
Ohio
$154K – – –
VIA
643
Vantage Investment Advisors
Pennsylvania
$152K – – –
BWM
644
BerganKDV Wealth Management
Minnesota
$149K +$146K +5,970 New
LC
645
Landaas & Company
Wisconsin
$148K +$146K +5,946 New
AIM
646
Acropolis Investment Management
Missouri
$145K – – –
KPCM
647
Kings Point Capital Management
New York
$142K – – –
LIA
648
LS Investment Advisors
Michigan
$141K – – –
LNB
649
Ledyard National Bank
$135K – – –
SWMG
650
Signature Wealth Management Group
Georgia
$128K – – –
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