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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
MinichMacGregor Wealth Management
New York
$201K +$201K +4,698 New
JPLA
1227
Joseph P. Lucia & Associates
New York
$200K – – –
GWM
1228
GSB Wealth Management
Connecticut
$200K +$200K +4,680 New
ADL
1229
Asset Dedication LLC
California
$199K -$221K -5,160 -53%
MAM
1230
Meeder Asset Management
Ohio
$198K -$3.08K -72 -2%
TFGT
1231
TS Financial Group (TSFG)
Illinois
$195K +$166K +3,882 +583%
FP
1232
Financial Perspectives
Minnesota
$195K +$257 +6 +0.1%
NFSG
1233
Newbridge Financial Services Group
Florida
$193K +$49K +1,146 +34%
WPA
1234
West Paces Advisors
Georgia
$186K – – –
TCOV
1235
Trust Company of Vermont
Vermont
$186K -$12.8K -300 -6%
GTAM
1236
Global Trust Asset Management
Florida
$181K +$181K +4,230 New
GWS
1237
Glassman Wealth Services
Virginia
$180K +$60.1K +1,404 +50%
SL
1238
Savior LLC
Massachusetts
$174K -$44.7K -1,044 -20%
TIM
1239
Tortoise Investment Management
New York
$174K +$25.7K +600 +17%
SCA
1240
Stonebridge Capital Advisors
Minnesota
$173K +$173K +4,038 New
PWA
1241
Phoenix Wealth Advisors
North Carolina
$171K +$13.3K +312 +9%
CIA
1242
Choate Investment Advisors
Massachusetts
$170K +$61.6K +1,440 +57%
WB
1243
Webster Bank
Connecticut
$168K +$55.4K +1,296 +49%
MFA
1244
McClarren Financial Advisors
Pennsylvania
$162K +$257 +6 +0.2%
GA
1245
GoalVest Advisory
New York
$161K -$5.9K -138 -4%
GCM
1246
Gables Capital Management
Florida
$151K +$16.7K +390 +12%
SFA
1247
Stewardship Financial Advisors
Georgia
$150K +$32.9K +768 +28%
CB
1248
Community Bank
New York
$147K -$173K -4,044 -54%
AF
1249
Arrow Financial
New York
$143K – – –
WWM
1250
Wolff Wiese Magana
California
$139K – – –
48 49
50
51 52