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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
951
Beese Fulmer Investment Management
Ohio
$267K -$22.1K -720 -8%
IC
952
Iconiq Capital
California
$266K +$6.09K +198 +3%
PCM
953
Penserra Capital Management
California
$266K +$244K +7,920 New
TSS
954
Two Sigma Securities
New York
$265K +$242K +7,866 New
I
955
INVST
Indiana
$263K +$238K +7,728 New
AMCA
956
Arthur M. Cohen & Associates
Illinois
$263K +$240K +7,812 New
PFGIA
957
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$153K -4,974 -39%
LWM
958
Lyell Wealth Management
California
$262K – – –
MAA
959
Matrix Asset Advisors
New York
$262K +$185 +6 +0.1%
EBT
960
Enterprise Bank & Trust
Massachusetts
$262K +$240K +7,794 New
MWM
961
Madison Wealth Management
Ohio
$261K – – –
TW
962
TrinityPoint Wealth
Connecticut
$261K – – –
CG
963
CFO4Life Group
Texas
$260K – – –
CST
964
Charles Schwab Trust
Nevada
$258K – – –
TCM
965
Telos Capital Management
California
$256K -$7.38K -240 -3%
CCM
966
Carlson Capital Management
Minnesota
$255K +$222K +7,212 New
TVAMP
967
Tennessee Valley Asset Management Partners
Tennessee
$255K +$233K +7,560 New
VWM
968
Valley Wealth Managers
New Jersey
$254K +$232K +7,536 New
TC
969
Trilogy Capital
California
$253K +$216K +7,020 New
AIM
970
Allen Investment Management
New York
$253K +$231K +7,500 New
FWCM
971
Ferguson Wellman Capital Management
Oregon
$253K +$231K +7,500 New
FB
972
Fulton Bank
Pennsylvania
$253K +$231K +7,500 New
PPCM
973
Pillar Pacific Capital Management
California
$251K -$7.57K -246 -3%
FWM
974
Filbrandt Wealth Management
Wisconsin
$251K – – –
BWM
975
BerganKDV Wealth Management
Minnesota
$249K +$21.2K +690 +10%
37 38
39
40 41