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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
751
HM Payson & Co
Maine
$239K +$234K +8,760 New
EP
752
Edgestream Partners
New Jersey
$238K +$233K +8,730 New
HA
753
Harborview Advisors
Maine
$235K -$1.92K -72 -0.8%
RC
754
RegentAtlantic Capital
New Jersey
$235K +$19.9K +744 +9%
BO
755
BRR OpCo
Ohio
$233K +$229K +8,556 New
UWPG
756
Ullmann Wealth Partners Group
Florida
$232K – – –
CWA
757
Clarus Wealth Advisors
Arizona
$232K +$32.7K +1,224 +17%
CM
758
Capital Management
Virginia
$230K -$4.49K -168 -2%
HPC
759
Hobart Private Capital
North Carolina
$226K -$5.27M -197,274 -96%
LPT
760
Legacy Private Trust
Wisconsin
$226K – – –
AAS
761
Annex Advisory Services
Wisconsin
$225K +$220K +8,244 New
TW
762
TrinityPoint Wealth
Connecticut
$224K -$8.33K -312 -4%
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$32.1K +1,200 +17%
OCM
764
Osbon Capital Management
Massachusetts
$224K +$219K +8,214 New
CNBT
765
Canandaigua National Bank & Trust
New York
$224K +$220K +8,226 New
RA
766
RFG Advisory
Alabama
$222K +$801 +30 +0.4%
ADL
767
Asset Dedication LLC
California
$221K +$85.9K +3,216 +66%
AAMU
768
Amundi Asset Management US
Massachusetts
$221K +$191K +7,164 +765%
AIP
769
Almanack Investment Partners
Pennsylvania
$219K +$321 +12 +0.1%
RCM
770
RNC Capital Management
California
$219K – – –
SL
771
Salomon & Ludwin
Virginia
$219K – – –
SFP
772
Shepherd Financial Partners
Massachusetts
$218K +$481 +18 +0.2%
WOC
773
West Oak Capital
California
$217K – – –
CCFM
774
Clear Creek Financial Management
Washington
$217K +$213K +7,962 New
PCIA
775
Prime Capital Investment Advisors
Kansas
$217K +$213K +7,968 New
29 30
31
32 33