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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
651
Patton Albertson Miller Group
Tennessee
$1.02M +$70.4K +1,908 +8%
FPCG
652
Fort Pitt Capital Group
Pennsylvania
$1.01M -$95.5K -2,586 -9%
ISL
653
Ingalls & Snyder LLC
New York
$1.01M – – –
VAS
654
Vestmark Advisory Solutions
Massachusetts
$1.01M -$96.4K -2,610 -9%
ATC
655
Adirondack Trust Company
New York
$1.01M – – –
BCA
656
Berman Capital Advisors
Georgia
$998K -$7.08M -191,754 -88%
WA
657
Wealth Architects
California
$995K -$99.7K -2,700 -9%
FWCM
658
Ferguson Wellman Capital Management
Oregon
$986K +$683K +18,498 +247%
CPO
659
Cerity Partners OCIO
New York
$985K +$16.6K +450 +2%
CCM
660
Coe Capital Management
Illinois
$979K -$13.3K -360 -1%
CAAS
661
Capital Asset Advisory Services
Michigan
$973K -$91K -2,466 -9%
ECG
662
Edge Capital Group
Georgia
$971K -$84.2K -2,280 -8%
IWP
663
Icon Wealth Partners
Texas
$971K – – –
CFA
664
CWS Financial Advisors
Michigan
$971K +$72.7K +1,968 +8%
MIM
665
Moseley Investment Management
Florida
$961K -$60.9K -1,650 -6%
WWM
666
Windsor Wealth Management
Indiana
$951K -$133K -3,594 -13%
BZWA
667
Blue Zone Wealth Advisors
California
$951K – – –
NSAM
668
North Star Asset Management
Wisconsin
$947K -$36.6K -990 -4%
JWM
669
Jeppson Wealth Management
California
$946K +$921K +24,936 New
CFN
670
Cordasco Financial Network
Florida
$940K +$5.32K +144 +0.6%
HDIM
671
Hanson & Doremus Investment Management
Vermont
$938K +$60.9K +1,650 +7%
NHC
672
Nicholas Hoffman & Company
Georgia
$937K – – –
OWM
673
Orgel Wealth Management
Wisconsin
$927K -$3.77K -102 -0.4%
RWM
674
RKL Wealth Management
Pennsylvania
$925K – – –
JGIA
675
Jackson Grant Investment Advisers
Connecticut
$921K +$3.32K +90 +0.4%
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