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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1101
BDO Wealth Advisors
Florida
$362K +$299 +6 +0.1%
CWA
1102
Clarity Wealth Advisors
California
$362K +$373K +7,494 New
FWM
1103
Filbrandt Wealth Management
Wisconsin
$361K – – –
HTC
1104
Haverford Trust Company
Pennsylvania
$360K -$22.4K -450 -6%
FMN
1105
Financial Management Network
California
$360K – – –
GW
1106
GW & Wade
Massachusetts
$357K -$47.8K -960 -12%
AC
1107
Alexandria Capital
Virginia
$356K -$12.5K -252 -3%
HHGA
1108
Halbert Hargrove Global Advisors
California
$356K – – –
PCM
1109
Pointe Capital Management
Michigan
$356K – – –
RWA
1110
Ropes Wealth Advisors
Massachusetts
$356K +$67.5K +1,356 +23%
SIAP
1111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355K – – –
YWP
1112
YorkBridge Wealth Partners
New York
$350K +$360K +7,230 New
HPC
1113
HM Payson & Co
Maine
$348K – – –
MIFH
1114
Migdal Insurance & Financial Holdings
Israel
$348K – – –
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$348K +$358K +7,194 New
APG
1116
Abacus Planning Group
South Carolina
$346K – – –
1WA
1117
180 Wealth Advisors
Washington
$345K – – –
VFM
1118
Vivid Financial Management
California
$345K +$2.69K +54 +0.8%
OWP
1119
Obermeyer Wealth Partners
Colorado
$344K +$354K +7,116 New
KM
1120
Kalos Management
Georgia
$343K -$236K -4,752 -42%
HCM
1121
Howard Capital Management
Georgia
$342K +$352K +7,068 New
PP
1122
Pacifica Partners
Canada
$340K -$5.37K -108 -2%
AWP
1123
Ascent Wealth Partners
New York
$340K – – –
AMM
1124
American Money Management
California
$340K +$350K +7,032 New
PGA
1125
Portland Global Advisors
Maine
$339K – – –
43 44
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