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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1676
Annapolis Financial Services
Maryland
$23.2K – – –
BWP
1677
Baldwin Wealth Partners
Massachusetts
$23.2K – – –
BCM
1678
Bourgeon Capital Management
Connecticut
$23.2K – – –
WC
1679
Wealth CMT
New Jersey
$23K +$21.9K +564 New
ANBT
1680
American National Bank & Trust
Texas
$21.7K – – –
UIA
1681
Ulland Investment Advisors
Minnesota
$21K – – –
EWM
1682
Endurance Wealth Management
Rhode Island
$19K – – –
LF
1683
Lee Financial
Texas
$18.5K – – –
HI
1684
Hoey Investments
Pennsylvania
$16K +$8.17K +210 +121%
FA
1685
Faithward Advisors
Pennsylvania
$14.3K +$11.2K +288 +600%
KM
1686
Kalos Management
Georgia
$14.2K – – –
LWCFA
1687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7K -$3.5K -90 -21%
MFT
1688
Moisand Fitzgerald Tamayo
Florida
$12.5K – – –
TIM
1689
Thompson Investment Management
Wisconsin
$12.5K +$11.7K +300 New
PPWM
1690
PFG Private Wealth Management
Florida
$12K – – –
PCFFS
1691
Pacific Center for Financial Services
California
$11.5K +$10.7K +276 New
BCM
1692
Blume Capital Management
California
$11.2K – – –
WFA
1693
WestHill Financial Advisors
California
$10.5K -$7.7K -198 -44%
MFC
1694
Morris Financial Concepts
South Carolina
$10.2K – – –
SC
1695
SouthState Corp
Florida
$9.73K -$131K -3,372 -94%
CIM
1696
Contravisory Investment Management
Massachusetts
$8.98K – – –
AWM
1697
AllSquare Wealth Management
New York
$8.23K – – –
GC
1698
Gould Capital
Washington
$7.48K – – –
CB
1699
CNB Bank
Pennsylvania
$7.23K +$6.77K +174 New
RDIA
1700
RE Dickinson Investment Advisors
Iowa
$7K -$467 -12 -7%
66 67
68
69 70