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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1101
Dimension Capital Management
Florida
$308K +$308K +7,200 New
APG
1102
Abacus Planning Group
South Carolina
$306K – – –
FCA
1103
FinTrust Capital Advisors
South Carolina
$306K +$22.1K +516 +8%
GI
1104
Gradient Investments
Minnesota
$306K +$170K +3,972 +125%
CM
1105
Capital Management
Virginia
$305K – – –
CCA
1106
Cadent Capital Advisors
Oklahoma
$305K +$257 +6 +0.1%
HWMA
1107
Heritage Wealth Management (Arizona)
Arizona
$305K +$305K +7,122 New
1WA
1108
180 Wealth Advisors
Washington
$303K -$15.7K -366 -5%
PAG
1109
Pinnacle Advisory Group
Maryland
$303K +$302K +7,068 New
PGA
1110
Portland Global Advisors
Maine
$301K – – –
RDWM
1111
Red Door Wealth Management
Tennessee
$298K – – –
SIC
1112
Sigma Investment Counselors
Michigan
$297K – – –
KFI
1113
Key Financial Inc
Pennsylvania
$297K +$6.93K +162 +2%
TFM
1114
TFC Financial Management
Massachusetts
$296K -$35.4K -828 -11%
FMC
1115
First Merchants Corp
Indiana
$296K – – –
SIC
1116
Shoker Investment Counsel
Ohio
$295K +$25.9K +606 +10%
AWP
1117
Ascent Wealth Partners
New York
$295K +$79.6K +1,860 New
PWM
1118
PBMares Wealth Management
Virginia
$292K +$292K +6,816 New
FMII
1119
Farmers & Merchants Investments Inc
Nebraska
$289K +$99.9K +2,334 +53%
BBA
1120
Braun-Bostich & Associates
Pennsylvania
$286K – – –
PHS
1121
Pekin Hardy Strauss
Illinois
$284K -$112K -2,610 -28%
IWS
1122
Insight Wealth Strategies
California
$282K – – –
RF
1123
Rollins Financial
Georgia
$282K +$11.6K +270 +4%
LC
1124
Landaas & Company
Wisconsin
$281K – – –
FFG
1125
Frisch Financial Group
New York
$280K +$19.8K +462 +8%
43 44
45
46 47