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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
726
Financial Alternatives
California
$2.15M – – –
PA
727
Parallel Advisors
California
$2.12M +$223K +5,724 +13%
CFFP
728
Center for Financial Planning
Michigan
$2.07M -$66.5K -1,710 -3%
RW
729
REDW Wealth
New Mexico
$2.06M -$95K -2,442 -5%
BWM
730
BCS Wealth Management
Tennessee
$2.05M +$133K +3,426 +7%
EFS
731
Essex Financial Services
Connecticut
$2.05M -$92.2K -2,370 -5%
PI
732
PFG Investments
New York
$2.05M +$1.92M +49,284 New
WF
733
WoodTrust Financial
Wisconsin
$2.05M +$98.9K +2,544 +5%
MWP
734
Madison Wealth Partners
Wisconsin
$2.05M -$32.9K -846 -2%
KWM
735
Keebeck Wealth Management
Illinois
$2.03M – – –
EWM
736
Evermay Wealth Management
Virginia
$2.03M -$56.7K -1,458 -3%
PCIA
737
Prime Capital Investment Advisors
Kansas
$2.03M -$456K -11,724 -19%
GT
738
Greenleaf Trust
Michigan
$2.01M +$11.4K +294 +0.6%
RMAM
739
Raab & Moskowitz Asset Management
New Jersey
$2M +$3.97K +102 +0.2%
GP
740
Girard Partners
Pennsylvania
$2M -$90.3K -2,322 -5%
SWPG
741
Strategic Wealth Partners Group
Illinois
$2M +$382K +9,822 +26%
FPAS
742
Focus Partners Advisor Solutions
Missouri
$1.99M +$395K +10,164 +27%
TAM
743
Titleist Asset Management
Texas
$1.99M +$1.86M +47,838 New
ACM
744
Advance Capital Management
Michigan
$1.98M -$18.2K -468 -1%
AL
745
ACAS LLC
California
$1.97M +$132K +3,396 +8%
PWS
746
Peterson Wealth Services
Utah
$1.97M +$42.9K +1,104 +2%
HNWAG
747
High Net Worth Advisory Group
Florida
$1.96M -$6.77K -174 -0.4%
SHGA
748
Sand Hill Global Advisors
California
$1.96M +$6.77K +174 +0.4%
CS
749
Credit Suisse
Switzerland
$1.95M -$301K -7,746 -14%
CIA
750
Covington Investment Advisors
Pennsylvania
$1.94M -$41.3K -1,062 -2%
28 29
30
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