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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1026
Private Advisory Group
Washington
$550K -$17K -414 -3%
FSA
1027
Fort Sheridan Advisors
Illinois
$548K +$17.5K +426 +3%
CIA
1028
Cohen Investment Advisors
New Hampshire
$547K +$39.2K +954 +7%
OBWP
1029
O'Brien Wealth Partners
Massachusetts
$545K +$78.4K +1,908 +15%
HPWM
1030
Highland Private Wealth Management
Washington
$544K +$202K +4,926 +51%
TA
1031
TruWealth Advisors
Louisiana
$542K +$99.8K +2,430 +20%
APS
1032
American Planning Services
Florida
$536K – – –
FNWM
1033
Financial Network Wealth Management
Utah
$536K +$3.7K +90 +0.6%
IP
1034
Intellectus Partners
California
$532K +$29.3K +714 +5%
SSC
1035
Syverson Strege & Co
Iowa
$532K +$67.8K +1,650 +13%
VWM
1036
Valley Wealth Managers
New Jersey
$530K -$18.5K -450 -3%
TCM
1037
Twele Capital Management
Minnesota
$527K +$5.42K +132 +0.9%
MWA
1038
Meridian Wealth Advisors
Texas
$524K – – –
OMC
1039
Overbrook Management Corp
New York
$522K – – –
WCM
1040
Windsor Capital Management
Arizona
$520K +$8.87K +216 +2%
HA
1041
Herold Advisors
New York
$518K – – –
WH
1042
Willner & Heller
California
$515K +$1.23K +30 +0.2%
CAM
1043
Columbia Asset Management
Michigan
$514K +$568K +13,836 New
EVM
1044
Eaton Vance Management
Massachusetts
$513K -$41.5M -1,010,874 -99%
SIG
1045
Stonegate Investment Group
Alabama
$513K -$11.1K -270 -2%
RWA
1046
RGT Wealth Advisors
Texas
$513K +$349K +8,490 +160%
WDG
1047
Wealth Dimensions Group
Ohio
$511K -$1.73K -42 -0.3%
FCH
1048
Freestone Capital Holdings
Washington
$508K +$54.7K +1,332 +11%
SYBT
1049
Stock Yards Bank & Trust
Kentucky
$508K +$354K +8,616 +170%
SW
1050
SkyOak Wealth
Michigan
$508K +$562K +13,668 New
40 41
42
43 44