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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Executive Wealth Management
Michigan
$625K +$55.3K +1,062 +10%
ACA
1102
Aptus Capital Advisors
Alabama
$619K +$16.9K +324 +3%
MGWM
1103
Marks Group Wealth Management
Minnesota
$618K -$12.2K -234 -2%
CNC
1104
Canandaigua National Corp
New York
$616K +$84.1K +1,614 +16%
WTFG
1105
Wells Trecaso Financial Group
Ohio
$614K +$8.75K +168 +1%
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$613K -$165K -3,162 -22%
TSA
1107
Tri-Star Advisors
Texas
$612K -$40K -768 -6%
AGA
1108
Arkos Global Advisors
Texas
$612K – – –
TNB
1109
Thomasville National Bank
Georgia
$611K -$25K -480 -4%
FCC
1110
Flower City Capital
New York
$610K +$594K +11,412 New
WDG
1111
Wealth Dimensions Group
Ohio
$608K – – –
FNBT
1112
FineMark National Bank & Trust
Florida
$607K -$449K -8,610 -43%
AP
1113
Appleton Partners
Massachusetts
$607K +$177K +3,396 +43%
AWM
1114
Accurate Wealth Management
Florida
$604K +$20K +384 +3%
AGP
1115
Autumn Glory Partners
Texas
$604K +$589K +11,298 New
ML
1116
McAdam LLC
Pennsylvania
$598K -$10.6K -204 -2%
OBWP
1117
O'Brien Wealth Partners
Massachusetts
$597K -$23.4K -450 -3%
XF
1118
XML Financial
Maryland
$594K +$10.3K +198 +2%
MCM
1119
Morton Capital Management
California
$594K +$578K +11,100 New
CFO
1120
CVA Family Office
Colorado
$593K +$52.5K +1,008 +10%
KWMG
1121
King Wealth Management Group
Florida
$589K -$6.25K -120 -1%
CCMD
1122
Cypress Capital Management (Delaware)
Delaware
$587K – – –
MYIA
1123
Mount Yale Investment Advisors
Colorado
$587K +$73.1K +1,404 +15%
NPI
1124
New Perspectives Inc
Mississippi
$584K – – –
RWM
1125
RKL Wealth Management
Pennsylvania
$584K +$14.7K +282 +3%
43 44
45
46 47