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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
Lyell Wealth Management
California
$215K -$83.2K -3,000 -28%
BFIM
802
Beese Fulmer Investment Management
Ohio
$215K – – –
BWCS
803
Beirne Wealth Consulting Services
Connecticut
$214K – – –
CG
804
CFO4Life Group
Texas
$214K – – –
CPSAC
805
Chas P. Smith & Associates (CPS)
Florida
$213K – – –
FB
806
Fulton Bank
Pennsylvania
$213K +$5.33K +192 +3%
PFM
807
Parsec Financial Management
North Carolina
$211K -$112K -4,032 -35%
VWM
808
Valley Wealth Managers
New Jersey
$211K – – –
AIP
809
Almanack Investment Partners
Pennsylvania
$209K -$13.7K -492 -6%
AIM
810
Allen Investment Management
New York
$208K – – –
TVAMP
811
Tennessee Valley Asset Management Partners
Tennessee
$207K +$207K +7,476 New
CCP
812
Cardan Capital Partners
Colorado
$206K -$8.99K -324 -4%
CCFM
813
Clear Creek Financial Management
Washington
$204K -$24.6K -888 -11%
PAA
814
Peregrine Asset Advisers
Oregon
$203K -$899K -32,400 -82%
RA
815
RFG Advisory
Alabama
$203K -$22.6K -816 -10%
VFP
816
Verus Financial Partners
Virginia
$202K -$6.49K -234 -3%
VFA
817
Valeo Financial Advisors
Indiana
$201K +$27.8K +1,002 +16%
DP
818
DDD Partners
Washington
$201K +$201K +7,236 New
IC
819
Iconiq Capital
California
$201K +$201K +7,248 New
PP
820
Patten & Patten
Tennessee
$201K +$201K +7,260 New
PWP
821
Personal Wealth Partners
Minnesota
$199K – – –
PCIA
822
Prime Capital Investment Advisors
Kansas
$197K -$24K -864 -11%
PCA
823
Providence Capital Advisors
North Carolina
$197K +$197K +7,104 New
1IA
824
1834 Investment Advisors
Wisconsin
$195K – – –
BWM
825
BerganKDV Wealth Management
Minnesota
$186K – – –
31 32
33
34 35