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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1451
Zacks Investment Management
Illinois
$221K -$142K -3,006 -40%
PWA
1452
Phoenix Wealth Advisors
North Carolina
$221K – – –
OWM
1453
Opes Wealth Management
California
$220K -$3.12K -66 -1%
FG
1454
Foster Group
Iowa
$220K – – –
TA
1455
Trellis Advisors
Washington
$219K – – –
SWM
1456
Soundmark Wealth Management
Washington
$219K +$3.41K +72 +2%
CCFCSB
1457
Cape Cod Five Cents Savings Bank
Massachusetts
$218K – – –
TWM
1458
TMD Wealth Management
Arizona
$218K – – –
NFSG
1459
Newbridge Financial Services Group
Florida
$218K +$1.99K +42 +0.9%
KW
1460
KWB Wealth
California
$217K – – –
TWM
1461
Trevian Wealth Management
Massachusetts
$217K +$214K +4,524 New
FBC
1462
Fairfield, Bush & Co
Connecticut
$216K +$284 +6 +0.1%
ACA
1463
Aptus Capital Advisors
Alabama
$215K -$336K -7,098 -61%
T
1464
TCWP
Ohio
$215K +$2.55K +54 +1%
LFWA
1465
LBJ Family Wealth Advisors
Texas
$212K – – –
TAM
1466
Tocqueville Asset Management
New York
$212K – – –
UL
1467
Unionview LLC
Washington
$212K +$3.12K +66 +2%
SCM
1468
Schnieders Capital Management
California
$212K +$209K +4,422 New
BAM
1469
Baldrige Asset Management
Pennsylvania
$211K -$13.6K -288 -6%
SF
1470
SBK Financial
Virginia
$211K – – –
WA
1471
Wambolt & Associates
Colorado
$211K – – –
AA
1472
Apriem Advisors
California
$209K -$8.51K -180 -4%
IMOV
1473
Investment Management of Virginia
Virginia
$208K -$42.6K -900 -17%
SWP
1474
Strategic Wealth Partners
Ohio
$208K -$851 -18 -0.4%
CL
1475
CIM LLC
New York
$206K – – –
57 58
59
60 61