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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
976
Angeles Investment Advisors
California
$755K -$28M -592,512 -97%
VNA
977
Valley National Advisers
Pennsylvania
$755K – – –
MWM
978
Madison Wealth Management
Ohio
$752K -$284 -6 -0%
FFA
979
First Foundation Advisors
California
$749K -$62.4K -1,320 -8%
CCA
980
Conservest Capital Advisors
Pennsylvania
$748K -$101K -2,130 -12%
PSF
981
Pacific Sun Financial
California
$745K -$22.7K -480 -3%
FF
982
Financial Futures
New Jersey
$744K -$30.9K -654 -4%
MFS
983
McNamara Financial Services
Massachusetts
$744K +$5.68K +120 +0.8%
HCM
984
Hengehold Capital Management
Ohio
$743K -$131K -2,778 -15%
WA
985
Wealth Architects
California
$742K -$637K -13,470 -47%
WH
986
Willner & Heller
California
$740K +$284 +6 +0%
CWA
987
Consilio Wealth Advisors
Washington
$736K -$6.01M -126,960 -89%
PB
988
Pinnacle Bancorp
Nebraska
$735K +$284 +6 +0%
CCM
989
Carlson Capital Management
Minnesota
$730K +$110K +2,328 +18%
PAG
990
Private Advisory Group
Washington
$730K +$496K +10,482 +221%
FWM
991
Fingerlakes Wealth Management
New York
$727K +$8.51K +180 +1%
TCM
992
Triumph Capital Management
Colorado
$726K -$188K -3,972 -21%
AWA
993
ARQ Wealth Advisors
Arizona
$726K -$2.27K -48 -0.3%
WP
994
WealthPLAN Partners
Nebraska
$725K -$34.6K -732 -4%
WIM
995
WealthPlan Investment Management
Nebraska
$725K +$821K +17,364 New
SFWC
996
Strategic Family Wealth Counselors
New Jersey
$723K +$118K +2,496 +20%
RMDI
997
R.M. Davis Inc
Maine
$721K -$99.6K -2,106 -12%
PFG
998
PAX Financial Group
Texas
$720K +$26.1K +552 +4%
FWM
999
Focused Wealth Management
New York
$717K – – –
MWM
1000
Marion Wealth Management
Pennsylvania
$716K – – –
38 39
40
41 42