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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
826
Diversified Trust
Tennessee
$500K -$37.7K -1,020 -7%
BRC
827
BHF RG Capital
Arizona
$500K -$3.1K -84 -0.6%
SAM
828
S.A. Mason
Michigan
$500K – – –
CWM
829
Circle Wealth Management
New Jersey
$496K +$1.11K +30 +0.2%
MFS
830
McNamara Financial Services
Massachusetts
$493K -$3.99K -108 -0.8%
BWA
831
Beam Wealth Advisors
Louisiana
$488K +$8.86K +240 +2%
AUB
832
Atlantic Union Bankshares
Virginia
$481K +$149K +4,038 +47%
PWM
833
Perigon Wealth Management
California
$480K -$14K -378 -3%
BWAM
834
Boyd Watterson Asset Management
Ohio
$478K – – –
ANTB
835
AMG National Trust Bank
Colorado
$477K +$443 +12 +0.1%
CWA
836
Clarity Wealth Advisors
California
$474K -$40.8K -1,104 -8%
SMH
837
Sanders Morris Harris
Texas
$474K -$4.65K -126 -1%
TF
838
TimeScale Financial
Massachusetts
$472K -$25.7K -696 -5%
WTC
839
WhitTier Trust Company
Nevada
$470K -$34.3K -930 -7%
SPP
840
Single Point Partners
Massachusetts
$467K – – –
KA
841
Klingman & Associates
New York
$466K -$76.6K -2,076 -14%
GAM
842
Grandview Asset Management
Pennsylvania
$459K +$132K +3,582 +42%
EGWAG
843
Elwood & Goetz Wealth Advisory Group
Georgia
$458K -$13.5K -366 -3%
CIAS
844
Capital Investment Advisory Services
North Carolina
$457K -$205K -5,544 -32%
WI
845
Wintrust Investments
Illinois
$457K -$2.21K -60 -0.5%
RC
846
Roundview Capital
New Jersey
$454K +$886 +24 +0.2%
RFA
847
Reilly Financial Advisors
California
$451K +$43.6K +1,182 +11%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$446K -$260K -7,032 -37%
AGA
849
Arkos Global Advisors
Texas
$443K -$202K -5,472 -32%
EWF
850
Epstein & White Financial
California
$439K -$20.4K -552 -5%
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