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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1026
FinTrust Capital Advisors
South Carolina
$191K +$91.7K +2,982 +111%
FMII
1027
Farmers & Merchants Investments Inc
Nebraska
$190K -$8.3K -270 -5%
HGWM
1028
Harvest Group Wealth Management
Massachusetts
$185K +$369 +12 +0.2%
DAC
1029
Dividend Assets Capital
South Carolina
$182K -$280K -9,108 -63%
APWM
1030
Atlas Private Wealth Management
New York
$181K +$117K +3,792 +240%
HF
1031
Halpern Financial
Virginia
$170K +$156K +5,058 New
SFG
1032
Sowa Financial Group
Rhode Island
$169K – – –
JPLA
1033
Joseph P. Lucia & Associates
New York
$158K – – –
ADL
1034
Asset Dedication LLC
California
$158K +$185 +6 +0.1%
RWA
1035
Ropes Wealth Advisors
Massachusetts
$147K -$48.3K -1,572 -27%
WPA
1036
West Paces Advisors
Georgia
$147K – – –
RTC
1037
Riverview Trust Company
Washington
$146K – – –
SFSIG
1038
San Francisco Sentry Investment Group
California
$142K – – –
FEG
1039
Financial Enhancement Group
Indiana
$140K – – –
PP
1040
Pacifica Partners
Canada
$132K -$18.1K -588 -13%
TCOV
1041
Trust Company of Vermont
Vermont
$125K – – –
JCM
1042
Jacobi Capital Management
Pennsylvania
$125K +$47.8K +1,554 +72%
CCM
1043
Covington Capital Management
California
$119K – – –
TL
1044
TrueWealth LLC
Georgia
$115K +$9.23K +300 +10%
TIM
1045
Tortoise Investment Management
New York
$113K +$46.5K +1,512 +82%
AF
1046
Arrow Financial
New York
$112K – – –
EI
1047
Ellevest Inc
New York
$111K -$9.96K -324 -9%
ACM
1048
AUA Capital Management
Pennsylvania
$108K -$86.7K -2,820 -47%
IF
1049
Ironwood Financial
Arizona
$107K – – –
PA
1050
Procyon Advisors
Connecticut
$106K – – –
40 41
42
43 44