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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
651
Valmark Advisers
Ohio
$865K -$11.4K -372 -1%
IWP
652
Icon Wealth Partners
Texas
$862K – – –
PFBT
653
Parkside Financial Bank & Trust
Missouri
$860K +$3.32K +108 +0.4%
CPO
654
Cerity Partners OCIO
New York
$859K +$50.9K +1,656 +7%
FWM
655
Foresight Wealth Management
Utah
$853K -$26K -846 -3%
BZWA
656
Blue Zone Wealth Advisors
California
$845K -$190K -6,168 -20%
PAMG
657
Patton Albertson Miller Group
Tennessee
$843K -$13.8K -450 -2%
TF
658
Trek Financial
Arizona
$842K +$287K +9,318 +59%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$839K +$766K +24,900 New
FIM
660
Frontier Investment Management
Texas
$834K +$1.11K +36 +0.1%
NHC
661
Nicholas Hoffman & Company
Georgia
$832K – – –
CFN
662
Cordasco Financial Network
Florida
$830K – – –
OWM
663
Orgel Wealth Management
Wisconsin
$827K – – –
MCM
664
Mainstay Capital Management
Michigan
$827K +$33.8K +1,098 +5%
NB
665
Nicolet Bankshares
Wisconsin
$824K -$62.2K -2,022 -8%
IF
666
Intrua Financial
Texas
$824K +$680K +22,116 New
RWM
667
RKL Wealth Management
Pennsylvania
$821K +$738 +24 +0.1%
JGIA
668
Jackson Grant Investment Advisers
Connecticut
$815K +$1.66K +54 +0.2%
CS
669
Capital Square
Tennessee
$813K -$48.9K -1,590 -6%
MCM
670
MV Capital Management
Maryland
$807K +$153K +4,986 +26%
EE
671
EWG Elevate
California
$804K +$74.2K +2,412 +11%
IFAM
672
Institutional & Family Asset Management
Colorado
$803K -$103K -3,348 -12%
BDF
673
Balasa Dinverno & Foltz
$802K -$53.7K -1,746 -7%
AFP
674
Ausdal Financial Partners
Iowa
$799K +$255K +8,280 +54%
CPSC
675
Carl P. Sherr & Co
Massachusetts
$798K -$10.2K -330 -1%
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27
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