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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Cornerstone Advisory
Maryland
$2.34M -$313 -6 -0%
CIA
702
Covington Investment Advisors
Pennsylvania
$2.34M +$53.8K +1,032 +2%
SWM
703
SeaCrest Wealth Management
New York
$2.34M +$258K +4,956 +13%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$2.34M – – –
CAMG
705
CWA Asset Management Group
Florida
$2.32M +$34.7K +666 +2%
DY
706
Dowling & Yahnke
California
$2.31M -$27.8K -534 -1%
BWM
707
Baystate Wealth Management
Massachusetts
$2.31M +$1.17M +22,470 +109%
NDSI
708
Newman Dignan & Sheerar Inc
Rhode Island
$2.29M -$94.7K -1,818 -4%
SSW
709
Stone Summit Wealth
Florida
$2.28M +$2.23M +42,738 New
DA
710
Doliver Advisors
Texas
$2.28M +$2.65M +50,784 +344%
CPO
711
Cerity Partners OCIO
New York
$2.27M +$11.6K +222 +0.5%
JFA
712
JNBA Financial Advisors
Minnesota
$2.24M +$144K +2,772 +7%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$382K +7,332 +21%
3LCM
714
3D/L Capital Management
Connecticut
$2.21M +$313 +6 +0%
FT
715
Fiduciary Trust
Massachusetts
$2.19M -$9.38K -180 -0.4%
LF
716
LifeSteps Financial
California
$2.19M -$99.7K -1,914 -4%
SSWM
717
Smith Salley Wealth Management
North Carolina
$2.18M +$67.2K +1,290 +3%
BCI
718
Brinker Capital Investments
Pennsylvania
$2.18M +$898K +17,244 +73%
LWAC
719
Laurel Wealth Advisors (California)
California
$2.15M +$1.1M +21,048 +109%
KLCM
720
KG&L Capital Management
Louisiana
$2.15M +$72.5K +1,392 +4%
ST
721
Smithfield Trust
Pennsylvania
$2.14M -$23.4K -450 -1%
AIFAIM
722
American Institute for Advanced Investment Management
Arizona
$2.13M +$2.81K +54 +0.1%
FAM
723
Fenimore Asset Management
New York
$2.11M – – –
MWM
724
Maripau Wealth Management
Indiana
$2.11M +$2.29M +43,896 New
PCA
725
Pallas Capital Advisors
Massachusetts
$2.1M -$58.8K -1,128 -2%
27 28
29
30 31