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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
826
S.A. Mason
Michigan
$444K – – –
TF
827
TimeScale Financial
Massachusetts
$444K +$738 +24 +0.2%
WP
828
WealthPLAN Partners
Nebraska
$444K +$80.6K +2,622 +28%
MFS
829
McNamara Financial Services
Massachusetts
$442K -$9.78K -318 -2%
BWA
830
Beam Wealth Advisors
Louisiana
$441K +$15.1K +492 +4%
CWM
831
Circle Wealth Management
New Jersey
$440K +$923 +30 +0.2%
FNBOO
832
First National Bank of Omaha
Nebraska
$439K -$61.8K -2,010 -13%
PWM
833
Perigon Wealth Management
California
$439K -$48.7K -1,584 -11%
CAG
834
Crestwood Advisors Group
Massachusetts
$439K -$27.9K -906 -7%
HFA
835
High Falls Advisors
New York
$433K – – –
RWM
836
Ritholtz Wealth Management
New York
$428K +$75.1K +2,442 +24%
FLPIM
837
F.L. Putnam Investment Management
Massachusetts
$427K -$50.7K -1,650 -12%
SMH
838
Sanders Morris Harris
Texas
$425K +$388K +12,618 New
BWAM
839
Boyd Watterson Asset Management
Ohio
$424K – – –
ANTB
840
AMG National Trust Bank
Colorado
$423K +$386K +12,564 New
LIA
841
LS Investment Advisors
Michigan
$421K – – –
FTUS
842
Flow Traders U.S.
New York
$421K +$384K +12,492 New
CFG
843
Cooper Financial Group
California
$420K +$383K +12,462 New
EGWAG
844
Elwood & Goetz Wealth Advisory Group
Georgia
$419K – – –
SPP
845
Single Point Partners
Massachusetts
$414K – – –
ACM
846
Ategra Capital Management
Virginia
$413K +$554 +18 +0.1%
NCM
847
Northwest Capital Management
Oregon
$412K +$376K +12,228 New
EWF
848
Epstein & White Financial
California
$409K +$923 +30 +0.2%
AAS
849
Annex Advisory Services
Wisconsin
$409K +$128K +4,164 +52%
AC
850
Alley Company
Illinois
$408K -$113K -3,660 -23%
32 33
34
35 36