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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
776
HeadInvest LLC
Maine
$1.03M -$22.6K -498 -2%
VFIC
777
Valley Forge Investment Consultants
Pennsylvania
$1.03M +$18.8K +414 +2%
OWM
778
Orgel Wealth Management
Wisconsin
$1.02M – – –
MCM
779
MV Capital Management
Maryland
$1.02M – – –
MIM
780
Moseley Investment Management
Florida
$1.02M +$122K +2,676 +14%
SWA
781
Sax Wealth Advisors
New Jersey
$1M +$26.7K +588 +3%
WA
782
Wealth Advisors
California
$1M -$6.81K -150 -0.7%
AFG
783
Albion Financial Group
Utah
$1M +$951K +20,952 New
FMBTD
784
First Midwest Bank Trust Division
Illinois
$999K +$949K +20,904 New
BFC
785
Bedel Financial Consulting
Indiana
$998K -$3.27K -72 -0.3%
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$996K +$302K +6,648 +47%
BBHC
787
Brown Brothers Harriman & Co
New York
$989K -$379K -8,340 -29%
SMG
788
Spectrum Management Group
Indiana
$983K -$884K -19,476 -49%
DWM
789
Doyle Wealth Management
Florida
$975K -$12.3K -270 -1%
EWM
790
EPG Wealth Management
Georgia
$972K -$37.6K -828 -4%
NAG
791
Northstar Advisory Group
New Jersey
$968K -$19.3K -426 -2%
TSWM
792
Triangle Securities Wealth Management
North Carolina
$963K -$20.7K -456 -2%
ACM
793
AUA Capital Management
Pennsylvania
$963K +$129K +2,832 +16%
CWM
794
Circle Wealth Management
New Jersey
$960K – – –
DI
795
DFPG Investments
Utah
$960K +$1.09K +24 +0.1%
IP
796
Intellectus Partners
California
$952K -$150K -3,300 -14%
EIA
797
Eldridge Investment Advisors
New Hampshire
$952K -$23.2K -510 -2%
CPSC
798
Carl P. Sherr & Co
Massachusetts
$943K – – –
SIS
799
SVB Investment Services
Utah
$942K – – –
F
800
F3Logic
Minnesota
$939K -$35.7K -786 -4%
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