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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
726
Icon Wealth Partners
Texas
$1.1M – – –
FNBT
727
FineMark National Bank & Trust
Florida
$1.09M -$61.1K -1,428 -5%
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M -$126K -2,946 -11%
EFS
729
Essex Financial Services
Connecticut
$1.07M +$289K +6,756 +37%
JWM
730
Jeppson Wealth Management
California
$1.07M -$3.85K -90 -0.4%
TLCM
731
Twin Lakes Capital Management
California
$1.06M +$1.54K +36 +0.1%
NHC
732
Nicholas Hoffman & Company
Georgia
$1.06M +$4.88K +114 +0.5%
RWM
733
RKL Wealth Management
Pennsylvania
$1.06M – – –
TNA
734
True North Advisors
Texas
$1.05M +$680K +15,900 +183%
BZWA
735
Blue Zone Wealth Advisors
California
$1.05M -$23.1K -540 -2%
NSAM
736
North Star Asset Management
Wisconsin
$1.04M -$8.98K -210 -0.9%
WTB
737
Washington Trust Bank
Washington
$1.04M +$42.1K +984 +4%
CWM
738
Centric Wealth Management
Illinois
$1.04M – – –
AL
739
ACAS LLC
California
$1.04M +$1.03M +24,180 New
GI
740
Glovista Investments
New Jersey
$1.03M +$180K +4,200 +21%
CCM
741
Coe Capital Management
Illinois
$1.03M -$70.6K -1,650 -6%
3F
742
360 Financial
Minnesota
$1.02M -$12.6K -294 -1%
FPCG
743
Fort Pitt Capital Group
Pennsylvania
$1.02M -$130K -3,048 -11%
WWM
744
Windsor Wealth Management
Indiana
$1.01M -$49K -1,146 -5%
TF
745
Trek Financial
Arizona
$1M -$39.8K -930 -4%
IP
746
Intellectus Partners
California
$995K – – –
FC
747
Ferris Capital
Massachusetts
$994K – – –
PA
748
Pinnacle Associates
New York
$990K -$770 -18 -0.1%
HDIM
749
Hanson & Doremus Investment Management
Vermont
$989K – – –
ICG
750
InterOcean Capital Group
Tennessee
$988K -$28.2K -660 -3%
28 29
30
31 32