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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1626
HighMark Wealth Management
Minnesota
$22K – – –
BBPWM
1627
Blue Bell Private Wealth Management
Pennsylvania
$22K +$20.9K +402 New
UIA
1628
Ulland Investment Advisors
Minnesota
$22K +$21.9K +420 New
AIM
1629
AHL Investment Management
Florida
$21K +$20K +384 New
SFG
1630
Steward Financial Group
Texas
$20K +$19.7K +378 New
EWM
1631
Endurance Wealth Management
Rhode Island
$18K – – –
AWM
1632
AllSquare Wealth Management
New York
$17K -$5.63K -108 -25%
CWA
1633
Clearview Wealth Advisors
Oregon
$17K +$3.44K +66 +26%
BW
1634
Bison Wealth
Georgia
$16K -$3.75K -72 -20%
BCM
1635
Bourgeon Capital Management
Connecticut
$16K – – –
PCFFS
1636
Pacific Center for Financial Services
California
$15K +$14.4K +276 New
LPP
1637
Life Planning Partners
Florida
$15K +$15K +288 New
HFA
1638
HC Financial Advisors
California
$14K -$2.81K -54 -17%
BCM
1639
Blume Capital Management
California
$14K – – –
YAL
1640
Your Advocates Ltd
Texas
$14K – – –
SIS
1641
Sound Income Strategies
Florida
$13K – – –
JMF
1642
Johnson Midwest Financial
Iowa
$13K +$12.5K +240 New
CIM
1643
Contravisory Investment Management
Massachusetts
$12K – – –
MWM
1644
Mascoma Wealth Management
New Hampshire
$12K – – –
PAI
1645
Pittenger & Anderson Inc
Nebraska
$12K +$11.3K +216 New
TAM
1646
Tucker Asset Management
Colorado
$11.3K – – –
AF
1647
Affiance Financial
Minnesota
$11K – – –
PSB
1648
Piscataqua Savings Bank
New Hampshire
$11K – – –
ST
1649
Sageworth Trust
Pennsylvania
$11K – – –
TRCT
1650
Tower Research Capital (TRC)
New York
$10K -$3.94M -75,546 -100%
64 65
66
67 68