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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
1551
American Financial & Tax Strategies
New York
$566K – – –
FF
1552
Financial Futures
New Jersey
$564K – – –
LIA
1553
Lynx Investment Advisory
District of Columbia
$564K +$20.1K +324 +4%
CF
1554
Clarity Financial
Texas
$564K -$141K -2,280 -21%
DWM
1555
Denver Wealth Management
Colorado
$563K -$372 -6 -0.1%
CTA
1556
Colonial Trust Advisors
South Carolina
$562K – – –
RIP
1557
RAM Investment Partners
Washington
$562K +$66.2K +1,068 +14%
EP
1558
Edgestream Partners
New Jersey
$557K -$340K -5,484 -39%
LC
1559
Landaas & Company
Wisconsin
$550K -$13K -210 -2%
BA
1560
Ballast Advisors
Minnesota
$549K -$10K -162 -2%
JWM
1561
JFG Wealth Management
Colorado
$549K – – –
BTWM
1562
Baker Tilly Wealth Management
Wisconsin
$549K -$19.7K -318 -4%
IAA
1563
Independent Advisor Alliance
North Carolina
$549K +$14.9K +240 +3%
FCP
1564
Fidelis Capital Partners
Florida
$548K +$263K +4,248 +100%
RIG
1565
RiverFront Investment Group
Virginia
$548K +$165K +2,658 +45%
PFSC
1566
Peoples Financial Services Corp
Pennsylvania
$546K -$111K -1,794 -17%
JTWM
1567
Jackson Thornton Wealth Management
Alabama
$545K +$528K +8,514 New
FWTB
1568
First Western Trust Bank
Colorado
$542K +$525K +8,478 New
KMWM
1569
Keudell/Morrison Wealth Management
Oregon
$541K +$13K +210 +3%
PWW
1570
Pettyjohn Wood & White
Virginia
$538K – – –
UCB
1571
United Community Bank
South Carolina
$538K +$287K +4,638 +123%
VCM
1572
Viewpoint Capital Management
Washington
$537K +$744 +12 +0.1%
LWMI
1573
Landmark Wealth Management (Illinois)
Illinois
$536K +$372 +6 +0.1%
BDL
1574
Bey-Douglas LLC
Georgia
$536K -$45.7K -738 -8%
CMAI
1575
Capital Management Associates Inc
Minnesota
$536K -$8.93K -144 -2%
61 62
63
64 65