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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
751
McAdam LLC
Pennsylvania
$665K – – –
EWM
752
EPG Wealth Management
Georgia
$664K +$80.6K +2,184 +14%
CIA
753
Compass Ion Advisors
Pennsylvania
$663K -$83.1K -2,250 -11%
FFA
754
First Foundation Advisors
California
$661K -$42.1K -1,140 -6%
TCM
755
Tandem Capital Management
New Jersey
$658K +$45.6K +1,236 +8%
PB
756
Pinnacle Bancorp
Nebraska
$656K -$5.09K -138 -0.8%
RWM
757
Ritholtz Wealth Management
New York
$656K +$169K +4,590 +36%
ACP
758
Ashfield Capital Partners
California
$654K – – –
COF
759
Capital One Financial
Virginia
$652K -$3.99K -108 -0.6%
GC
760
GFG Capital
Florida
$643K -$9.97K -270 -2%
PFG
761
PAX Financial Group
Texas
$642K -$125K -3,396 -17%
CS
762
Credit Suisse
Switzerland
$640K – – –
LWA
763
Lenox Wealth Advisors
New York
$639K – – –
PIMG
764
Patriot Investment Management Group
Tennessee
$637K +$2.66K +72 +0.4%
WA
765
WP Advisors
California
$636K -$18.4K -498 -3%
RA
766
RFG Advisory
Alabama
$628K -$50.3K -1,362 -8%
AL
767
Aspiriant LLC
California
$628K -$8.2K -222 -1%
TFS
768
Thoroughbred Financial Services
Tennessee
$626K -$69.6K -1,884 -10%
9WM
769
9258 Wealth Management
Ohio
$623K -$1.99K -54 -0.3%
RGIA
770
Rainier Group Investment Advisory
Washington
$621K +$111K +3,012 +23%
TIA
771
Traphagen Investment Advisors
New Jersey
$618K +$29.5K +798 +5%
LA
772
LexAurum Advisors
Kansas
$618K -$9.97K -270 -2%
PSF
773
Pacific Sun Financial
California
$607K – – –
RF
774
RHS Financial
California
$607K – – –
ECM
775
ETrade Capital Management
Virginia
$607K +$48.3K +1,308 +9%
29 30
31
32 33