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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cherrydale Wealth Management
New Jersey
$343K +$387K +9,624 New
AWCI
1202
Alpine Woods Capital Investors
New York
$342K – – –
SFP
1203
Sterling Financial Planning
New Jersey
$341K +$40.5K +1,008 +12%
CTB
1204
Country Trust Bank
Illinois
$340K -$52.1K -1,296 -12%
EA
1205
Ellsworth Advisors
Ohio
$336K -$9.65K -240 -2%
WT
1206
Washington Trust
Rhode Island
$335K – – –
WW
1207
Westshore Wealth
California
$335K – – –
RWA
1208
RGT Wealth Advisors
Texas
$334K -$179K -4,452 -32%
YIA
1209
YHB Investment Advisors
Connecticut
$334K – – –
FWCM
1210
Ferguson Wellman Capital Management
Oregon
$333K -$17.6K -438 -4%
PCWA
1211
Pacific Capital Wealth Advisors
California
$332K – – –
CFG
1212
Cooper Financial Group
California
$332K +$12.3K +306 +3%
ACM
1213
Absolute Capital Management
Pennsylvania
$331K +$90.9K +2,262 +32%
PO
1214
Private Ocean
California
$330K – – –
LFA
1215
Legacy Financial Advisors
Kentucky
$329K -$90.4K -2,250 -20%
CGPCS
1216
Capital Group Private Client Services
California
$329K +$241 +6 +0.1%
RP
1217
Rowlandmiller & Partners
Georgia
$328K +$14K +348 +4%
OA
1218
Oxbow Advisors
Texas
$327K – – –
RFN
1219
RDA Financial Network
Iowa
$326K -$13.3K -330 -3%
CWM
1220
Collaborative Wealth Management
Florida
$322K -$10.6K -264 -3%
WPC
1221
Wedmont Private Capital
Pennsylvania
$322K – – –
FBFS
1222
First Business Financial Services
Wisconsin
$321K – – –
CWM
1223
Calamos Wealth Management
Illinois
$321K +$34.2K +852 +10%
TC
1224
Telemus Capital
Michigan
$319K – – –
APIM
1225
Agate Pass Investment Management
Washington
$319K +$359K +8,940 New
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