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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1101
Sanders Morris Harris
Texas
– -$326K -12,516 Closed
BIM
1102
Bridges Investment Management
Nebraska
– -$378K -12,450 Closed
OBWP
1103
O'Brien Wealth Partners
Massachusetts
– -$350K -11,352 Closed
JWM
1104
Jackson Wealth Management
Florida
– -$360K -11,322 Closed
BHIA
1105
Birch Hill Investment Advisors
Massachusetts
– -$325K -10,710 Closed
XSC
1106
X-Square Capital
Puerto Rico
– -$320K -10,554 Closed
CCM
1107
Carlson Capital Management
Minnesota
– -$316K -10,398 Closed
CL
1108
CIM LLC
New York
– -$308K -10,128 Closed
BPB
1109
Badgley, Phelps & Bell
Washington
– -$306K -10,068 Closed
AFS
1110
Access Financial Services
Minnesota
– -$299K -9,840 Closed
ACM
1111
Anfield Capital Management
California
– -$312K -9,768 Closed
JCM
1112
Jag Capital Management
Missouri
– -$293K -9,636 Closed
FWCM
1113
Ferguson Wellman Capital Management
Oregon
– -$276K -9,096 Closed
CCM
1114
Colorado Capital Management
Colorado
– -$274K -9,036 Closed
SW
1115
SkyOak Wealth
Michigan
– -$271K -8,922 Closed
BCI
1116
Brinker Capital Investments
Pennsylvania
– -$261K -8,592 Closed
ACA
1117
Affinity Capital Advisors
California
– -$258K -8,496 Closed
AMCA
1118
Arthur M. Cohen & Associates
Illinois
– -$249K -8,190 Closed
AIP
1119
Almanack Investment Partners
Pennsylvania
– -$237K -7,800 Closed
WIA
1120
Wealthstreet Investment Advisors
Texas
– -$235K -7,740 Closed
1WA
1121
180 Wealth Advisors
Washington
– -$244K -7,728 Closed
BWCS
1122
Beirne Wealth Consulting Services
Connecticut
– -$234K -7,716 Closed
FB
1123
Fulton Bank
Pennsylvania
– -$234K -7,692 Closed
CPSAC
1124
Chas P. Smith & Associates (CPS)
Florida
– -$233K -7,680 Closed
VWM
1125
Valley Wealth Managers
New Jersey
– -$231K -7,614 Closed
43 44
45
46 47