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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1376
Orleans Capital Management
Louisiana
$279K – – –
FP
1377
Financial Perspectives
Minnesota
$279K +$68.2K +1,854 +31%
WWC
1378
Waypoint Wealth Counsel
Georgia
$278K +$288K +7,830 New
CT
1379
Cambridge Trust
Massachusetts
$278K -$17K -462 -6%
CD
1380
Chapin Davis
Maryland
$278K +$288K +7,824 New
ACM
1381
Ategra Capital Management
Virginia
$278K +$288K +7,818 New
FCH
1382
Freestone Capital Holdings
Washington
$276K -$152K -4,134 -35%
JWBC
1383
J.W. Burns & Co
New York
$276K +$286K +7,770 New
BAMG
1384
Brand Asset Management Group
Missouri
$276K -$462K -12,570 -62%
CIA
1385
Cladis Investment Advisory
Montana
$276K +$6.4K +174 +2%
GWM
1386
GSB Wealth Management
Connecticut
$274K +$11K +300 +4%
BWA
1387
BDO Wealth Advisors
Florida
$274K +$221 +6 +0.1%
KMWM
1388
Keudell/Morrison Wealth Management
Oregon
$274K -$145K -3,954 -34%
EA
1389
Eudaimonia Advisors
Tennessee
$273K -$17.7K -480 -6%
AWM
1390
Abound Wealth Management
Tennessee
$273K -$34.7K -942 -11%
OWA
1391
Outlook Wealth Advisors
Texas
$271K -$1.76M -47,838 -86%
AIA
1392
Ally Invest Advisors
North Carolina
$270K +$280K +7,608 New
MAC
1393
Mason & Associates (California)
California
$269K – – –
FIM
1394
FWL Investment Management
Texas
$266K – – –
BWM
1395
Bulltick Wealth Management
Florida
$266K – – –
FMII
1396
Farmers & Merchants Investments Inc
Nebraska
$261K – – –
SIAP
1397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K – – –
OA
1398
Oxbow Advisors
Texas
$260K -$67.5K -1,836 -20%
BTIM
1399
BancFirst Trust & Investment Management
Oklahoma
$260K – – –
IIC
1400
Ironwood Investment Counsel
Arizona
$259K +$268K +7,278 New
54 55
56
57 58