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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
901
Diversified Trust
Tennessee
$657K – – –
KMWM
902
Keudell/Morrison Wealth Management
Oregon
$655K -$25.3K -558 -4%
AIC
903
Archer Investment Corporation
Indiana
$654K +$165K +3,642 +36%
PFG
904
PAX Financial Group
Texas
$649K +$3.27K +72 +0.5%
CA
905
Claro Advisors
Massachusetts
$646K – – –
RWM
906
Ritholtz Wealth Management
New York
$644K +$27.2K +600 +5%
LFA
907
Legend Financial Advisors
Pennsylvania
$642K +$609K +13,422 New
WTFG
908
Wells Trecaso Financial Group
Ohio
$641K – – –
OBWP
909
O'Brien Wealth Partners
Massachusetts
$638K -$1.91K -42 -0.3%
BA
910
Ballast Advisors
Minnesota
$637K -$21.8K -480 -3%
ML
911
McAdam LLC
Pennsylvania
$636K +$89.4K +1,968 +18%
CIA
912
Cohen Investment Advisors
New Hampshire
$634K -$50.1K -1,104 -8%
AA
913
Ancora Advisors
Ohio
$633K -$56.4K -1,242 -9%
SIM
914
Sonora Investment Management
Arizona
$633K -$12K -264 -2%
WA
915
WBH Advisory
Maryland
$633K +$40.9K +900 +8%
AWCI
916
Alpine Woods Capital Investors
New York
$631K – – –
OPA
917
Old Port Advisors
Maine
$627K +$177K +3,894 +44%
TA
918
TruWealth Advisors
Louisiana
$626K -$8.17K -180 -1%
LSA
919
L & S Advisors
California
$626K – – –
HIS
920
Horizon Investment Services
Indiana
$626K +$81.7K +1,800 +16%
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$122K +2,676 +26%
CCM
922
Carlson Capital Management
Minnesota
$619K -$129K -2,844 -18%
TAM
923
Townsend Asset Management
North Carolina
$618K +$67.6K +1,488 +13%
FFA
924
Founders Financial Alliance
North Carolina
$618K +$187K +4,110 +47%
ADL
925
Asset Dedication LLC
California
$617K +$375K +8,250 +177%
35 36
37
38 39