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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
726
TRUADVICE
Florida
$1.44M +$55.2K +1,374 +4%
GG
727
Gofen & Glossberg
Illinois
$1.43M +$125K +3,108 +8%
SWM
728
Stockman Wealth Management
Montana
$1.43M +$2.17K +54 +0.1%
KFA
729
Kelleher Financial Advisors
New York
$1.43M +$799K +19,872 +98%
PWM
730
Perigon Wealth Management
California
$1.43M +$115K +2,850 +8%
PGFC
731
Peapack-Gladstone Financial Corp
New Jersey
$1.43M +$195K +4,854 +14%
LF
732
LifeSteps Financial
California
$1.42M -$42.7K -1,062 -3%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$1.41M +$132K +3,282 +9%
BC
734
Bartlett & Co
Ohio
$1.41M +$132K +3,282 +9%
FAM
735
Fenimore Asset Management
New York
$1.41M – – –
SCA
736
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M -$241K -5,988 -13%
CAM
737
Cozad Asset Management
Illinois
$1.4M +$123K +3,048 +8%
SPP
738
Single Point Partners
Massachusetts
$1.38M +$241 +6 +0%
NP
739
NorthRock Partners
Minnesota
$1.38M -$178K -4,440 -10%
AIFAIM
740
American Institute for Advanced Investment Management
Arizona
$1.37M – – –
SWPG
741
Strategic Wealth Partners Group
Illinois
$1.37M +$241 +6 +0%
RPGK
742
Retirement Planning Group (Kansas)
Kansas
$1.35M -$1.45K -36 -0.1%
BWFA
743
Baltimore-Washington Financial Advisors
Maryland
$1.34M +$1.13M +28,056 New
EAM
744
Evanson Asset Management
California
$1.34M -$386K -9,606 -20%
MPM
745
Meritage Portfolio Management
Kansas
$1.33M -$2.76M -68,664 -65%
GLLW
746
Graves Light Lenhart Wealth
Virginia
$1.33M -$27.5K -684 -2%
FT
747
Fiduciary Trust
Massachusetts
$1.33M +$15K +372 +1%
BTI
748
Blue Trust Inc
Georgia
$1.33M +$378K +9,396 +36%
VA
749
Valmark Advisers
Ohio
$1.33M +$965 +24 +0.1%
FPAS
750
Focus Partners Advisor Solutions
Missouri
$1.31M +$190K +4,728 +15%
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30
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