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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1251
Shepherd Financial Partners
Massachusetts
$1.02M – – –
AWM
1252
Aviso Wealth Management
Washington
$1.01M – – –
TGAM
1253
TBH Global Asset Management
Tennessee
$1.01M -$157K -2,700 -14%
VNA
1254
Valley National Advisers
Pennsylvania
$1.01M -$7K -120 -0.7%
NAM
1255
NorthCrest Asset Manangement
Minnesota
$1.01M +$6.3K +108 +0.7%
1WA
1256
180 Wealth Advisors
Washington
$1M +$38.8K +666 +4%
WIP
1257
WealthCare Investment Partners
Rhode Island
$1M -$25.9K -444 -3%
GSEP
1258
Golden State Equity Partners
California
$1M +$936K +16,056 New
FRA
1259
Frank Rimerman Advisors
California
$998K – – –
CFO
1260
Collective Family Office
Pennsylvania
$997K +$5.25K +90 +0.6%
NCM
1261
Noesis Capital Mangement
Florida
$993K -$3.5K -60 -0.4%
JCM
1262
Jacobi Capital Management
Pennsylvania
$990K +$353K +6,048 +62%
TFM
1263
Trademark Financial Management
Minnesota
$984K -$56K -960 -6%
BPWM
1264
Badgley Phelps Wealth Managers
Washington
$983K +$42.3K +726 +5%
TFGT
1265
TS Financial Group (TSFG)
Illinois
$983K – – –
BAG
1266
Bridgewealth Advisory Group
California
$982K +$19.6K +336 +2%
VAM
1267
Verity Asset Management
North Carolina
$981K +$577K +9,894 +169%
LWCFA
1268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$976K -$3.5K -60 -0.4%
TA
1269
TrueWealth Advisors
Alabama
$976K +$26.6K +456 +3%
AIMC
1270
Alley Investment Management Company
Illinois
$973K -$14.3K -246 -2%
BBNA
1271
Bremer Bank National Association
Minnesota
$971K – – –
MFS
1272
McNamara Financial Services
Massachusetts
$970K -$47.9K -822 -5%
LC
1273
Lavaca Capital
Texas
$968K +$906K +15,534 New
BONH
1274
Bank of New Hampshire
New Hampshire
$968K -$5.25K -90 -0.6%
EWM
1275
EPG Wealth Management
Georgia
$966K -$904K -15,504 Closed
49 50
51
52 53