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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
651
Bell Rock Capital
Delaware
$119K +$5K +204 +4%
1IA
652
1834 Investment Advisors
Wisconsin
$116K -$17.7K -720 -13%
PCM
653
Peak Capital Management
Colorado
$115K +$61.8K +2,520 +121%
SFSIG
654
San Francisco Sentry Investment Group
California
$112K -$67.1K -2,736 -38%
JCM
655
Jacobi Capital Management
Pennsylvania
$110K +$75.8K +3,090 +238%
VCM
656
Vigilant Capital Management
Maine
$108K – – –
PFBT
657
Parkside Financial Bank & Trust
Missouri
$106K +$294 +12 +0.3%
RWA
658
Ropes Wealth Advisors
Massachusetts
$104K -$29.3K -1,194 -22%
TC
659
Trilogy Capital
California
$100K -$24.4K -996 -20%
AIM
660
Advantage Investment Management
Iowa
$97K -$13.5K -552 -12%
PCM
661
Princeton Capital Management
New Jersey
$95K – – –
TL
662
TrueWealth LLC
Georgia
$95K +$93.1K +3,798 New
CCM
663
Cribstone Capital Management
Maine
$92K -$29.4K -1,200 -24%
HDIM
664
Hanson & Doremus Investment Management
Vermont
$92K – – –
FGAM
665
Financial Gravity Asset Management
Texas
$82K -$2.5K -102 -3%
LWS
666
Lucia Wealth Services
California
$75K +$73.6K +3,000 New
HT
667
Heritage Trust
Oklahoma
$72K – – –
GBBWRPM
668
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$70K – – –
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$65K -$21K -858 -25%
DBT
670
Dubuque Bank & Trust
Iowa
$62K -$137K -5,568 -69%
GI
671
Gradient Investments
Minnesota
$62K +$13.4K +546 +28%
RWA
672
River Wealth Advisors
Pennsylvania
$59K +$57.7K +2,352 New
BCA
673
Bray Capital Advisors
Florida
$56K +$147 +6 +0.3%
BWM
674
Baystate Wealth Management
Massachusetts
$54K -$10.3K -420 -17%
VFA
675
Valeo Financial Advisors
Indiana
$54K +$27.1K +1,104 +111%
25 26
27
28 29