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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1026
Kings Point Capital Management
New York
$192K – – –
OSAM
1027
O'Shaughnessy Asset Management
Connecticut
$192K – – –
FCA
1028
FinTrust Capital Advisors
South Carolina
$191K +$91.7K +2,982 +111%
FMII
1029
Farmers & Merchants Investments Inc
Nebraska
$190K -$8.3K -270 -5%
HGWM
1030
Harvest Group Wealth Management
Massachusetts
$185K +$369 +12 +0.2%
DAC
1031
Dividend Assets Capital
South Carolina
$182K -$280K -9,108 -63%
APWM
1032
Atlas Private Wealth Management
New York
$181K +$117K +3,792 +240%
HF
1033
Halpern Financial
Virginia
$170K +$156K +5,058 New
SFG
1034
Sowa Financial Group
Rhode Island
$169K – – –
JPLA
1035
Joseph P. Lucia & Associates
New York
$158K – – –
ADL
1036
Asset Dedication LLC
California
$158K +$185 +6 +0.1%
RWA
1037
Ropes Wealth Advisors
Massachusetts
$147K -$48.3K -1,572 -27%
WPA
1038
West Paces Advisors
Georgia
$147K – – –
RTC
1039
Riverview Trust Company
Washington
$146K – – –
SFSIG
1040
San Francisco Sentry Investment Group
California
$142K – – –
FEG
1041
Financial Enhancement Group
Indiana
$140K – – –
PP
1042
Pacifica Partners
Canada
$132K -$18.1K -588 -13%
FI
1043
Financial Insights
Washington
$131K +$3.23M +105,012 New
TCOV
1044
Trust Company of Vermont
Vermont
$125K – – –
JCM
1045
Jacobi Capital Management
Pennsylvania
$125K +$47.8K +1,554 +72%
CCM
1046
Covington Capital Management
California
$119K – – –
TL
1047
TrueWealth LLC
Georgia
$115K +$9.23K +300 +10%
TIM
1048
Tortoise Investment Management
New York
$113K +$46.5K +1,512 +82%
AF
1049
Arrow Financial
New York
$112K – – –
EI
1050
Ellevest Inc
New York
$111K -$9.96K -324 -9%
40 41
42
43 44