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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
926
Tennessee Valley Asset Management Partners
Tennessee
$229K +$2.25K +78 +1%
HTC
927
Haverford Trust Company
Pennsylvania
$228K -$490K -16,980 -69%
AIM
928
Allen Investment Management
New York
$228K – – –
1IA
929
1834 Investment Advisors
Wisconsin
$228K +$13K +450 +6%
C
930
Certuity
Florida
$227K +$216K +7,464 New
CCP
931
Cardan Capital Partners
Colorado
$226K – – –
ACM
932
Advisors Capital Management
New Jersey
$226K +$215K +7,446 New
VFP
933
Verus Financial Partners
Virginia
$222K +$520 +18 +0.2%
WSFS
934
Wilmington Savings Fund Society
Delaware
$222K +$211K +7,290 New
IC
935
Iconiq Capital
California
$221K +$520 +18 +0.2%
PP
936
Patten & Patten
Tennessee
$220K – – –
PWAG
937
Polaris Wealth Advisory Group
California
$218K +$198K +6,852 New
RDWM
938
Red Door Wealth Management
Tennessee
$218K +$201K +6,948 New
SFP
939
Shepherd Financial Partners
Massachusetts
$217K -$19.4K -672 -9%
APG
940
Abacus Planning Group
South Carolina
$217K +$206K +7,146 New
PWS
941
Paragon Wealth Strategies
Florida
$217K +$207K +7,176 New
EP
942
Edgestream Partners
New Jersey
$215K -$46.8K -1,620 -19%
CCFM
943
Clear Creek Financial Management
Washington
$214K -$7.28K -252 -4%
NCM
944
Northwest Capital Management
Oregon
$214K +$203K +7,044 New
LPT
945
Legacy Private Trust
Wisconsin
$213K -$37.3K -1,290 -16%
JWM
946
JGP Wealth Management
Oregon
$213K +$200K +6,924 New
CMA
947
Cedar Mountain Advisors
Oregon
$211K +$200K +6,936 New
KBFS
948
Kohmann Bosshard Financial Services
Ohio
$210K +$60.5K +2,094 +43%
WDL
949
Well Done LLC
Michigan
$210K +$200K +6,912 New
GBBWRPM
950
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$208K +$198K +6,846 New
36 37
38
39 40