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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
626
Bison Wealth
Georgia
$473K – – –
OC
627
Oakworth Capital
Alabama
$472K – – –
PAMG
628
Patton Albertson Miller Group
Tennessee
$472K +$99.9K +3,600 +27%
MFW
629
Meristem Family Wealth
Minnesota
$472K +$473K +17,034 New
VHAM
630
Van Hulzen Asset Management
California
$471K +$49.9K +1,800 +12%
IIC
631
Ironwood Investment Counsel
Arizona
$469K – – –
SSWM
632
Smith Salley Wealth Management
North Carolina
$465K +$54.9K +1,980 +13%
MCM
633
MV Capital Management
Maryland
$464K – – –
FTIOP
634
Fiduciary Trust International of Pennsylvania
Pennsylvania
$464K +$464K +16,740 New
PFBT
635
Parkside Financial Bank & Trust
Missouri
$462K +$104K +3,762 +29%
CAM
636
Cidel Asset Management
Ontario, Canada
$461K – – –
PAS
637
Partnervest Advisory Services
California
$461K +$33K +1,188 +8%
MC
638
Moors & Cabot
Massachusetts
$459K +$119K +4,290 +35%
CAG
639
Crestwood Advisors Group
Massachusetts
$457K -$21.8K -786 -5%
GKWIM
640
Gerber Kawasaki Wealth & Investment Management
California
$455K +$5.16K +186 +1%
FFSOTS
641
Fiduciary Financial Services of The Southwest
Texas
$454K +$166 +6 +0%
PCMC
642
Private Capital Management (Colorado)
Colorado
$453K +$1.67K +60 +0.4%
SFA
643
Sequoia Financial Advisors
Ohio
$453K +$13.8K +498 +3%
AL
644
Aspiriant LLC
California
$451K -$2.16K -78 -0.5%
WB
645
WesBanco Bank
West Virginia
$450K -$15.5K -558 -3%
FA
646
FCG Advisors
New Jersey
$450K +$8.32K +300 +2%
CHA
647
Carmichael Hill & Associates
Maryland
$449K -$116K -4,176 -21%
PIMG
648
Patriot Investment Management Group
Tennessee
$446K – – –
MFGP
649
Marshall Financial Group (Pennsylvania)
Pennsylvania
$445K – – –
CAM
650
Covenant Asset Management
New Jersey
$444K +$120K +4,308 +37%
24 25
26
27 28