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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
626
CRA Financial Services
New Jersey
$446K +$20.8K +780 +5%
AL
627
Aspiriant LLC
California
$445K -$425K -15,900 -49%
PCMC
628
Private Capital Management (Colorado)
Colorado
$443K -$29.5K -1,104 -6%
FWM
629
Focused Wealth Management
New York
$442K – – –
GKWIM
630
Gerber Kawasaki Wealth & Investment Management
California
$442K – – –
PIMG
631
Patriot Investment Management Group
Tennessee
$438K – – –
MFGP
632
Marshall Financial Group (Pennsylvania)
Pennsylvania
$437K – – –
FA
633
FCG Advisors
New Jersey
$433K -$18.1K -678 -4%
PSF
634
Pacific Sun Financial
California
$432K +$424K +15,876 New
SFA
635
Sequoia Financial Advisors
Ohio
$431K +$51.6K +1,932 +14%
MCM
636
Maryland Capital Management
Maryland
$426K +$418K +15,642 New
LF
637
Lantz Financial
Illinois
$425K -$39.9K -1,494 -9%
AIA
638
AIMZ Investment Advisors
California
$423K +$160 +6 +0%
TIA
639
Traphagen Investment Advisors
New Jersey
$422K – – –
PAS
640
Partnervest Advisory Services
California
$421K -$148K -5,550 -26%
VHAM
641
Van Hulzen Asset Management
California
$414K – – –
WWM
642
Windsor Wealth Management
Indiana
$409K -$38.6K -1,446 -9%
TRCT
643
Tower Research Capital (TRC)
New York
$406K +$393K +14,712 +7,430%
IF
644
IRON Financial
Illinois
$405K +$68.8K +2,574 +20%
GLLW
645
Graves Light Lenhart Wealth
Virginia
$404K +$78.8K +2,952 +25%
EWF
646
Epstein & White Financial
California
$404K +$9.29K +348 +2%
SF
647
Summit Financial
New Jersey
$404K -$23.1K -864 -6%
DAC
648
Dividend Assets Capital
South Carolina
$403K -$40.1K -1,500 -9%
SSWM
649
Smith Salley Wealth Management
North Carolina
$403K +$395K +14,784 New
CBU
650
CIBC Bank USA
Illinois
$402K – – –
24 25
26
27 28