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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
626
Strategic Financial Services
New York
$225K – – –
AAS
627
Annex Advisory Services
Wisconsin
$224K -$31.7K -1,212 -13%
BCA
628
Berman Capital Advisors
Georgia
$224K -$3.61K -138 -2%
BFIM
629
Beese Fulmer Investment Management
Ohio
$224K – – –
HA
630
Harborview Advisors
Maine
$223K -$72.5K -2,772 -25%
FSA
631
Financial Sense Advisors
California
$223K – – –
PFA
632
Pure Financial Advisors
California
$223K +$217K +8,298 New
KJWM
633
Kiley Juergens Wealth Management
Washington
$219K +$26.2K +1,002 +14%
VCM
634
Virtue Capital Management
Tennessee
$215K +$210K +8,028 New
WAM
635
Watermark Asset Management
California
$214K -$316K -12,096 -60%
VFP
636
Verus Financial Partners
Virginia
$214K +$208K +7,956 New
RMDI
637
R.M. Davis Inc
Maine
$214K +$208K +7,962 New
LPT
638
Legacy Private Trust
Wisconsin
$214K +$209K +7,980 New
RT
639
Reliance Trust
Georgia
$214K +$209K +7,980 New
WT
640
Washington Trust
Rhode Island
$213K – – –
AW
641
ACG Wealth
Georgia
$210K -$95.3K -3,642 -32%
SNBOSD
642
Security National Bank of So Dak
Iowa
$210K +$204K +7,806 New
PAA
643
Peregrine Asset Advisers
Oregon
$209K +$204K +7,800 New
CG
644
CFO4Life Group
Texas
$207K -$121K -4,608 -37%
SFP
645
Shepherd Financial Partners
Massachusetts
$207K – – –
KM
646
Kalos Management
Georgia
$207K +$210K +8,040 New
TCM
647
Telos Capital Management
California
$205K +$200K +7,644 New
KC
648
KHP Capital
Oklahoma
$204K – – –
PIM
649
Parker Investment Management
California
$203K +$198K +7,572 New
AIM
650
Allen Investment Management
New York
$201K +$196K +7,500 New
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