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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1051
Orleans Capital Management
Louisiana
$366K +$32.1K +750 +10%
HIP
1052
HUB Investment Partners
Texas
$366K +$366K +8,550 New
SIAP
1053
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K – – –
SFS
1054
Strategic Financial Services
New York
$364K -$28K -654 -7%
AIM
1055
Anchor Investment Management
South Carolina
$363K -$6.93K -162 -2%
AC
1056
Alley Company
Illinois
$362K -$25.7K -600 -7%
HTC
1057
Haverford Trust Company
Pennsylvania
$362K +$30.8K +720 +9%
LWA
1058
Lineweaver Wealth Advisors
Ohio
$361K +$361K +8,430 New
SFI
1059
SPC Financial Inc
Maryland
$360K – – –
KM
1060
Kalos Management
Georgia
$360K +$131K +3,054 +59%
PPCM
1061
Pillar Pacific Capital Management
California
$359K +$40K +936 +13%
MWM
1062
MBE Wealth Management
Wisconsin
$359K +$49.8K +1,164 +16%
FNB
1063
Farmers National Bank
Kentucky
$353K +$16.9K +396 +5%
MIAS
1064
Mason Investment Advisory Services
Virginia
$351K – – –
AP
1065
Appleton Partners
Massachusetts
$348K -$15.4K -360 -4%
TA
1066
Tectonic Advisors
Texas
$345K +$80.1K +1,872 +30%
CGA
1067
Crescent Grove Advisors
Illinois
$345K +$103K +2,406 +43%
SCA
1068
St. Clair Advisors
Ohio
$344K – – –
TCM
1069
Traynor Capital Management
Pennsylvania
$344K -$70.6K -1,650 -17%
AA
1070
Advisory Alpha
Michigan
$344K +$91.4K +2,136 +36%
HPWM
1071
Highland Private Wealth Management
Washington
$343K -$56.5K -1,320 -14%
WOC
1072
West Oak Capital
California
$342K – – –
IC
1073
Iconiq Capital
California
$340K +$257 +6 +0.1%
FWM
1074
Fairhaven Wealth Management
Illinois
$340K +$8.21K +192 +2%
PP
1075
Pacifica Partners
Canada
$340K +$160K +3,744 +94%
41 42
43
44 45