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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
926
Diversified Trust
Tennessee
$1.04M -$31.3K -600 -3%
LF
927
Lantz Financial
Illinois
$1.04M – – –
RRA
928
Round Rock Advisors
Connecticut
$1.03M +$1.01M +19,296 New
KPW
929
Kore Private Wealth
New York
$1.03M -$561K -10,776 -36%
DA
930
Detalus Advisors
Missouri
$1.03M – – –
MFA
931
Mayflower Financial Advisors
Massachusetts
$1.02M +$18.4K +354 +2%
TCM
932
Triumph Capital Management
Colorado
$1.02M -$7.81K -150 -0.8%
APW
933
Atlantic Private Wealth
North Carolina
$1.02M +$9.94M +190,872 New
HT
934
HighTower Trust
Texas
$1.02M +$994K +19,080 New
FLPIM
935
F.L. Putnam Investment Management
Massachusetts
$1.01M -$53.1K -1,020 -5%
TI
936
Trexquant Investment
Connecticut
$1.01M +$982K +18,852 New
HSA
937
HBK Sorce Advisory
Pennsylvania
$1M +$3.13K +60 +0.3%
HL
938
HeadInvest LLC
Maine
$999K -$147K -2,814 -13%
FIM
939
Freedom Investment Management
Connecticut
$996K +$35.9K +690 +4%
CPSC
940
Carl P. Sherr & Co
Massachusetts
$993K -$34.4K -660 -3%
GWM
941
Greenhouse Wealth Management
Connecticut
$993K +$41.6K +798 +4%
BTW
942
Boston Trust Walden
Massachusetts
$985K – – –
CPIA
943
Cornell Pochily Investment Advisors
New York
$984K -$26.3K -504 -3%
GKWIM
944
Gerber Kawasaki Wealth & Investment Management
California
$980K -$27.5K -528 -3%
HCM
945
Hengehold Capital Management
Ohio
$978K -$1.56K -30 -0.2%
LNWTC
946
Laird Norton Wetherby Trust Company
Washington
$973K -$345K -6,624 -27%
PP
947
Patten & Patten
Tennessee
$973K +$26.3K +504 +3%
LC
948
Lincoln Capital
Nebraska
$969K -$33.4K -642 -3%
ANTB
949
AMG National Trust Bank
Colorado
$968K +$625 +12 +0.1%
SS
950
Sunbelt Securities
Texas
$967K -$81K -1,554 -7%
36 37
38
39 40