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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1026
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$360K -$18K -450 -5%
CPSAC
1027
Chas P. Smith & Associates (CPS)
Florida
$360K – – –
UWPG
1028
Ullmann Wealth Partners Group
Florida
$360K – – –
AP
1029
Appleton Partners
Massachusetts
$358K -$58.7K -1,470 -15%
MAM
1030
McLean Asset Management
Virginia
$357K +$338K +8,466 New
SFI
1031
SPC Financial Inc
Maryland
$355K -$45.5K -1,140 -12%
BFIM
1032
Beese Fulmer Investment Management
Ohio
$355K +$11.5K +288 +4%
RFN
1033
RDA Financial Network
Iowa
$354K -$25.1K -630 -7%
HFA
1034
High Falls Advisors
New York
$353K +$334K +8,364 New
NWM
1035
Northwest Wealth Management
Iowa
$351K -$38.3K -960 -10%
MIC
1036
Means Investment Company
Maine
$350K +$479 +12 +0.2%
AWM
1037
Accel Wealth Management
Iowa
$350K +$331K +8,286 New
AAMU
1038
Amundi Asset Management US
Massachusetts
$349K -$6.71K -168 -2%
MIAS
1039
Mason Investment Advisory Services
Virginia
$346K -$2.4K -60 -0.7%
FSA
1040
Fort Sheridan Advisors
Illinois
$342K +$12.7K +318 +4%
OCPWS
1041
One Charles Private Wealth Services
Massachusetts
$342K +$323K +8,094 New
LSA
1042
Lion Street Advisors
Texas
$340K – – –
VFP
1043
Verus Financial Partners
Virginia
$340K +$36.4K +912 +13%
CPIA
1044
Cornell Pochily Investment Advisors
New York
$340K +$38.8K +972 +14%
SCA
1045
St. Clair Advisors
Ohio
$339K +$321K +8,034 New
CG
1046
CFO4Life Group
Texas
$339K +$11.5K +288 +4%
WOC
1047
West Oak Capital
California
$337K – – –
I
1048
INVST
Indiana
$337K +$9.82K +246 +3%
BWM
1049
BerganKDV Wealth Management
Minnesota
$337K +$35.9K +900 +13%
IC
1050
Iconiq Capital
California
$335K +$718 +18 +0.2%
40 41
42
43 44