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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
626
Western Wealth Management
Colorado
$476K -$54.8K -1,974 -10%
LWA
627
Lenox Wealth Advisors
New York
$476K -$18.1K -654 -4%
EFL
628
ERn Financial LLC
Wisconsin
$476K – – –
BW
629
Bison Wealth
Georgia
$473K – – –
OC
630
Oakworth Capital
Alabama
$472K – – –
PAMG
631
Patton Albertson Miller Group
Tennessee
$472K +$99.9K +3,600 +27%
MFW
632
Meristem Family Wealth
Minnesota
$472K +$473K +17,034 New
VHAM
633
Van Hulzen Asset Management
California
$471K +$49.9K +1,800 +12%
IIC
634
Ironwood Investment Counsel
Arizona
$469K – – –
SSWM
635
Smith Salley Wealth Management
North Carolina
$465K +$54.9K +1,980 +13%
MCM
636
MV Capital Management
Maryland
$464K – – –
FTIOP
637
Fiduciary Trust International of Pennsylvania
Pennsylvania
$464K +$464K +16,740 New
PFBT
638
Parkside Financial Bank & Trust
Missouri
$462K +$104K +3,762 +29%
CAM
639
Cidel Asset Management
Ontario, Canada
$461K – – –
PAS
640
Partnervest Advisory Services
California
$461K +$33K +1,188 +8%
MC
641
Moors & Cabot
Massachusetts
$459K +$119K +4,290 +35%
CAG
642
Crestwood Advisors Group
Massachusetts
$457K -$21.8K -786 -5%
GKWIM
643
Gerber Kawasaki Wealth & Investment Management
California
$455K +$5.16K +186 +1%
FFSOTS
644
Fiduciary Financial Services of The Southwest
Texas
$454K +$166 +6 +0%
PCMC
645
Private Capital Management (Colorado)
Colorado
$453K +$1.67K +60 +0.4%
SFA
646
Sequoia Financial Advisors
Ohio
$453K +$13.8K +498 +3%
AL
647
Aspiriant LLC
California
$451K -$2.16K -78 -0.5%
WB
648
WesBanco Bank
West Virginia
$450K -$15.5K -558 -3%
FA
649
FCG Advisors
New Jersey
$450K +$8.32K +300 +2%
CHA
650
Carmichael Hill & Associates
Maryland
$449K -$116K -4,176 -21%
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