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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
751
Intellectus Partners
California
$980K -$14.4K -360 -2%
FC
752
Ferris Capital
Massachusetts
$979K – – –
PA
753
Pinnacle Associates
New York
$976K +$9.82K +246 +1%
HDIM
754
Hanson & Doremus Investment Management
Vermont
$974K -$66.1K -1,656 -7%
WDL
755
Well Done LLC
Michigan
$971K +$679K +17,016 +285%
KC
756
Kingfisher Capital
North Carolina
$967K +$1.44K +36 +0.2%
CPSC
757
Carl P. Sherr & Co
Massachusetts
$955K -$11K -276 -1%
SS
758
Sunbelt Securities
Texas
$953K +$37.4K +936 +4%
CS
759
Capital Square
Tennessee
$950K – – –
CFG
760
Cooper Financial Group
California
$950K +$458K +11,472 +104%
VFIC
761
Valley Forge Investment Consultants
Pennsylvania
$948K +$896K +22,446 New
FVWA
762
Foster Victor Wealth Advisors
South Carolina
$945K +$65.4K +1,638 +8%
AWA
763
Alta Wealth Advisors
Massachusetts
$941K +$890K +22,290 New
MCM
764
Mainstay Capital Management
Michigan
$937K -$50.3K -1,260 -5%
MP
765
McDonald Partners
Ohio
$936K +$885K +22,164 New
DWM
766
Doyle Wealth Management
Florida
$933K -$46.9K -1,176 -5%
SIS
767
SVB Investment Services
Utah
$933K – – –
DWP
768
Destiny Wealth Partners
Florida
$926K +$876K +21,942 New
SFP
769
Shepherd Financial Partners
Massachusetts
$925K +$21.6K +540 +3%
LWM
770
Liberty Wealth Management
California
$918K -$8.14K -204 -0.9%
MCM
771
MV Capital Management
Maryland
$916K -$97K -2,430 -10%
VWA
772
Visionary Wealth Advisors
Illinois
$907K +$265K +6,642 +45%
TSWM
773
Triangle Securities Wealth Management
North Carolina
$906K -$21.1K -528 -2%
PCM
774
Parsons Capital Management
Rhode Island
$906K +$2.4K +60 +0.3%
DA
775
Detalus Advisors
Missouri
$903K -$18.9K -474 -2%
29 30
31
32 33