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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Maltin Wealth Management
New Jersey
$584K -$91K -2,958 -15%
COF
752
Capital One Financial
Virginia
$583K +$923 +30 +0.2%
ACP
753
Ashfield Capital Partners
California
$581K – – –
WA
754
WP Advisors
California
$581K +$1.29K +42 +0.2%
GC
755
GFG Capital
Florida
$580K – – –
AGA
756
Arkos Global Advisors
Texas
$578K +$527K +17,148 New
IIC
757
Ironwood Investment Counsel
Arizona
$574K – – –
OC
758
Oakworth Capital
Alabama
$574K – – –
9WM
759
9258 Wealth Management
Ohio
$572K -$70.9K -2,304 -12%
EFS
760
Essex Financial Services
Connecticut
$569K +$33.2K +1,080 +7%
CS
761
Credit Suisse
Switzerland
$568K +$129K +4,200 +33%
LWA
762
Lenox Wealth Advisors
New York
$567K -$1.84K -60 -0.4%
JWCA
763
J.W. Coons Advisors
Ohio
$566K +$122K +3,972 +31%
AL
764
Aspiriant LLC
California
$565K +$22.3K +726 +5%
ACI
765
Alpha Cubed Investments
California
$565K +$119K +3,864 +30%
PIMG
766
Patriot Investment Management Group
Tennessee
$564K – – –
G
767
GenTrust
Florida
$563K -$120K -3,888 -19%
DJSG
768
D.J. St. Germain
Massachusetts
$559K +$45.8K +1,488 +10%
IFG
769
Investors Financial Group
Minnesota
$559K +$510K +16,584 New
OMC
770
Old Mission Capital
Illinois
$559K +$510K +16,596 New
LA
771
LexAurum Advisors
Kansas
$558K +$27.7K +900 +6%
ZCM
772
Ziegler Capital Management
Illinois
$558K +$503K +16,344 +6,985%
CT
773
Caldwell Trust
Florida
$556K – – –
SFS
774
Summit Financial Strategies
Ohio
$550K +$189K +6,144 +60%
MA
775
Montag & Associates
Georgia
$546K -$203K -6,600 -29%
29 30
31
32 33