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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1201
Courier Capital
New York
$265K – – –
AMCA
1202
Arthur M. Cohen & Associates
Illinois
$264K +$272 +6 +0.1%
OWM
1203
Opes Wealth Management
California
$262K – – –
GI
1204
Gradient Investments
Minnesota
$260K -$78.2K -1,722 -24%
ST
1205
Spinnaker Trust
Maine
$260K -$4.09K -90 -2%
AP
1206
Adero Partners
California
$259K – – –
DAC
1207
Dividend Assets Capital
South Carolina
$259K +$817 +18 +0.3%
MAM
1208
Meeder Asset Management
Ohio
$259K +$36K +792 +17%
BAM
1209
Baldrige Asset Management
Pennsylvania
$259K +$246K +5,412 New
MCA
1210
Magnolia Capital Advisors
Mississippi
$259K +$246K +5,418 New
QC
1211
QCM Cayman
Texas
$259K +$246K +5,424 New
LNB
1212
Ledyard National Bank
$258K – – –
CRWM
1213
Castle Rock Wealth Management
California
$255K -$1.43M -31,500 -86%
GSWM
1214
Golden State Wealth Management
California
$255K +$242K +5,340 New
JEST
1215
JTC Employer Solutions Trustee
Jersey
$255K +$243K +5,346 New
BCA
1216
Bay Colony Advisors
Massachusetts
$254K – – –
IMOV
1217
Investment Management of Virginia
Virginia
$254K – – –
WCG
1218
Weaver Consulting Group
California
$253K – – –
IF
1219
IRON Financial
Illinois
$252K -$548K -12,078 -70%
DFA
1220
DHJJ Financial Advisors
Illinois
$252K – – –
EA
1221
Elm Advisors
California
$252K – – –
TFGT
1222
TS Financial Group (TSFG)
Illinois
$249K +$30.2K +666 +15%
CAM
1223
Congress Asset Management
Massachusetts
$248K +$236K +5,190 New
RWA
1224
RGT Wealth Advisors
Texas
$246K -$102K -2,250 -30%
FPCP
1225
Fort Point Capital Partners
California
$246K – – –
47 48
49
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