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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
WP Advisors
California
$230K +$545 +12 +0.2%
PWA
1252
Phoenix Wealth Advisors
North Carolina
$230K +$36.2K +798 +20%
BFS
1253
Bradley Foster & Sargent
Connecticut
$229K – – –
PCM
1254
Poehling Capital Management
Wisconsin
$228K – – –
CCA
1255
Checchi Capital Advisers
California
$227K – – –
GWM
1256
GSB Wealth Management
Connecticut
$226K +$1.91K +42 +0.9%
SFG
1257
Sather Financial Group
Texas
$225K – – –
TW
1258
TrinityPoint Wealth
Connecticut
$224K -$25.9K -570 -11%
JPLA
1259
Joseph P. Lucia & Associates
New York
$224K – – –
OFG
1260
Oxford Financial Group
Indiana
$223K -$240K -5,286 -53%
NFSG
1261
Newbridge Financial Services Group
Florida
$223K +$7.36K +162 +4%
LFWA
1262
LBJ Family Wealth Advisors
Texas
$222K +$211K +4,656 New
SWP
1263
Summit Wealth Partners
Florida
$221K +$210K +4,632 New
BMCM
1264
Burns Matteson Capital Management
New York
$220K +$209K +4,596 New
FG
1265
Foster Group
Iowa
$219K +$208K +4,590 New
EHPM
1266
Emery Howard Portfolio Management
California
$218K +$207K +4,560 New
SFG
1267
StrategIQ Financial Group
Indiana
$218K +$207K +4,560 New
TA
1268
Trellis Advisors
Washington
$218K +$207K +4,560 New
NAM
1269
NorthCoast Asset Management
Connecticut
$218K +$207K +4,566 New
AMC
1270
Asset Management Corp
Illinois
$217K -$58.8K -1,296 -22%
AA
1271
Apriem Advisors
California
$217K +$206K +4,542 New
LA
1272
Latitude Advisors
Florida
$216K -$61.3K -1,350 -23%
PPW
1273
Parcion Private Wealth
Washington
$216K -$52.9K -1,164 -21%
IMA
1274
Investment Management Associates
Colorado
$216K +$205K +4,512 New
RRWA
1275
Rainey & Randall Wealth Advisors
Florida
$215K +$204K +4,494 New
49 50
51
52 53