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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1626
Allen Investment Management
New York
$480K – – –
MWA
1627
Motive Wealth Advisors
Michigan
$479K – – –
RB
1628
Rodgers Brothers
Pennsylvania
$479K -$110K -1,770 -19%
WAM
1629
Weatherly Asset Management
California
$478K – – –
WCM
1630
WealthBridge Capital Management
Ohio
$475K -$17.1K -276 -4%
CKAIS
1631
Christensen King & Associates Investment Services
Washington
$473K -$20.5K -330 -4%
LMKC
1632
L.M. Kohn & Company
Ohio
$473K +$118K +1,896 +35%
TAM
1633
Tucker Asset Management
Colorado
$470K +$35.7K +576 +9%
MYIA
1634
Mount Yale Investment Advisors
Colorado
$468K +$372 +6 +0.1%
LA
1635
Latitude Advisors
Florida
$468K +$45.4K +732 +11%
MAV
1636
Mason & Associates (Virginia)
Virginia
$467K – – –
WIM
1637
Westside Investment Management
California
$467K – – –
SCM
1638
Schnieders Capital Management
California
$466K -$39.4K -636 -8%
FFA
1639
Fragasso Financial Advisors
Pennsylvania
$466K +$744 +12 +0.2%
TCM
1640
Twele Capital Management
Minnesota
$465K -$139K -2,250 -24%
AP
1641
Adero Partners
California
$464K +$131K +2,106 +41%
AMCA
1642
Arthur M. Cohen & Associates
Illinois
$461K +$3.72K +60 +0.8%
FIM
1643
FWL Investment Management
Texas
$461K -$9.3K -150 -2%
MFG
1644
Monumental Financial Group
Maryland
$461K – – –
DFA
1645
DHJJ Financial Advisors
Illinois
$460K -$744 -12 -0.2%
CIS
1646
Continental Investors Services
Washington
$460K -$30.5K -492 -6%
WA
1647
Westfuller Advisors
New York
$457K +$443K +7,140 New
PI
1648
Pachira Investments
California
$457K -$9.67K -156 -2%
WJWM
1649
Williams Jones Wealth Management
New York
$456K -$43.9K -708 -9%
MAC
1650
Mason & Associates (California)
California
$456K -$5.21K -84 -1%
64 65
66
67 68