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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1051
Sound Income Strategies
Florida
$5K – – –
WAS
1052
Winch Advisory Services
Wisconsin
$5K – – –
MF
1053
Manchester Financial
California
$5K +$1.8K +60 +50%
RIA
1054
RPG Investment Advisory
California
$4K – – –
CB
1055
CNB Bank
Pennsylvania
$3K -$3.59K -120 -50%
AP
1056
Atwood & Palmer
Missouri
$3K – – –
LWM
1057
Lenox Wealth Management
Ohio
$3K – – –
AW
1058
Avion Wealth
Texas
$3K +$3.77K +126 New
OIA
1059
Optimum Investment Advisors
Illinois
$2K -$7.91K -264 -80%
ANBT
1060
American National Bank & Trust
Texas
$2K – – –
JSC
1061
Jackson Square Capital
California
$2K +$1.98K +66 New
FCH
1062
Freestone Capital Holdings
Washington
$1.45K – – –
WA
1063
WBH Advisory
Maryland
$245 +$539 +18 +0.2%
WIM
1064
Westside Investment Management
California
$189 +$218K +7,266 New
RWM
1065
Rezny Wealth Management
Florida
$19 +$464K +15,480 +2%
CL
1066
Cabana LLC
Arkansas
– -$61.9M -2,040,330 Closed
FIA
1067
Foundations Investment Advisors
Arizona
– -$52.4M -1,703,208 Closed
AI
1068
Atria Investments
North Carolina
– -$26.3M -867,060 Closed
IAA
1069
Independent Advisor Alliance
North Carolina
– -$18.1M -596,382 Closed
CWM
1070
Chicago Wealth Management
Illinois
– -$8.96M -294,996 Closed
JWCA
1071
J.W. Cole Advisors
Florida
– -$8.93M -294,084 Closed
C
1072
Clearshares
New York
– -$4.96M -163,416 Closed
IAA
1073
Ironsides Asset Advisors
North Carolina
– -$4.8M -158,196 Closed
MWM
1074
Merriman Wealth Management
Washington
– -$4.17M -137,466 Closed
RA
1075
Riversedge Advisors
Delaware
– -$4.15M -136,752 Closed
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