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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
Choate Investment Advisors
Massachusetts
$1.1M -$113K -2,820 -8%
BWA
802
Bordeaux Wealth Advisors
California
$1.09M – – –
ATC
803
Argent Trust Co
Tennessee
$1.09M +$50.6K +1,260 +4%
MAM
804
Marquette Asset Management
Minnesota
$1.08M – – –
WP
805
WealthSource Partners
California
$1.08M -$123K -3,054 -9%
HDIM
806
Hanson & Doremus Investment Management
Vermont
$1.07M – – –
ADL
807
Asset Dedication LLC
California
$1.07M +$1.2M +29,934 New
CPFP
808
Clear Perspectives Financial Planning
Ohio
$1.06M -$34.7K -864 -3%
RIM
809
Rockbridge Investment Management
New York
$1.06M +$120K +2,994 +11%
BP
810
Ballentine Partners
Massachusetts
$1.05M – – –
TSWM
811
Triangle Securities Wealth Management
North Carolina
$1.05M +$161K +4,008 +16%
HCA
812
Harbour Capital Advisors
Virginia
$1.05M – – –
RWM
813
Rockwood Wealth Management
Pennsylvania
$1.04M -$209K -5,190 -15%
MCM
814
MV Capital Management
Maryland
$1.04M -$20K -498 -2%
DIP
815
DT Investment Partners
Pennsylvania
$1.03M +$45.8K +1,140 +4%
APW
816
Aurora Private Wealth
New Jersey
$1.03M -$42.2K -1,050 -4%
HGERS
817
Householder Group Estate & Retirement Specialist
Arizona
$1.03M +$432K +10,746 +59%
SS
818
Simplicity Solutions
Minnesota
$1.02M -$102K -2,538 -8%
LWAC
819
Laurel Wealth Advisors (California)
California
$1.01M -$966K -24,042 -46%
AMG
820
Asset Management Group
Connecticut
$1.01M +$1.93K +48 +0.2%
AL
821
ADE LLC
Maryland
$1.01M -$88.3K -2,196 -7%
STA
822
Summit Trail Advisors
New York
$1.01M +$1.14M +28,278 New
VCP
823
Verus Capital Partners
Arizona
$1M -$214K -5,328 -16%
VAS
824
Vestmark Advisory Solutions
Massachusetts
$995K -$15.2K -378 -1%
WFA
825
Wipfli Financial Advisors
Wisconsin
$984K +$118K +2,928 +12%
31 32
33
34 35