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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
876
Hengehold Capital Management
Ohio
$635K +$64.2K +1,500 +11%
BAM
877
Berkshire Asset Management
Pennsylvania
$632K – – –
FWM
878
Focused Wealth Management
New York
$632K – – –
LNWTC
879
Laird Norton Wetherby Trust Company
Washington
$629K – – –
AA
880
Ancora Advisors
Ohio
$620K +$109K +2,544 +21%
ZF
881
Zhang Financial
Michigan
$619K +$54.9K +1,284 +10%
IFG
882
Investors Financial Group
Minnesota
$618K -$160K -3,750 -21%
CIA
883
Cohen Investment Advisors
New Hampshire
$615K +$26.7K +624 +5%
MFS
884
McNamara Financial Services
Massachusetts
$614K +$65.7K +1,536 +12%
KMWM
885
Keudell/Morrison Wealth Management
Oregon
$611K +$610K +14,262 New
FLPIM
886
F.L. Putnam Investment Management
Massachusetts
$608K +$33.4K +780 +6%
BBNA
887
Bremer Bank National Association
Minnesota
$605K – – –
RWA
888
Redhawk Wealth Advisors
Minnesota
$604K +$122K +2,850 +25%
FNWM
889
Financial Network Wealth Management
Utah
$600K +$130K +3,042 +28%
EBSAM
890
Eubel Brady & Suttman Asset Management
Ohio
$598K +$314K +7,344 +111%
CWC
891
Carolinas Wealth Consulting
North Carolina
$596K +$1.54K +36 +0.3%
MWM
892
Maltin Wealth Management
New Jersey
$596K +$116K +2,718 +24%
TNB
893
Thomasville National Bank
Georgia
$596K +$442K +10,332 +83%
TSA
894
Tri-Star Advisors
Texas
$593K -$1.54K -36 -0.3%
BA
895
Ballast Advisors
Minnesota
$591K – – –
CFO
896
CVA Family Office
Colorado
$591K – – –
OBWP
897
O'Brien Wealth Partners
Massachusetts
$590K +$46.5K +1,086 +9%
DWM
898
Denver Wealth Management
Colorado
$590K +$527K +12,318 New
DT
899
Diversified Trust
Tennessee
$589K – – –
BWA
900
Beam Wealth Advisors
Louisiana
$589K +$25.9K +606 +5%
34 35
36
37 38